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Board Retreat: Insane in the Membrane

Having a board retreat is a fast way to quadruple your to do list, and melt your brain in the process. In recent years, the IGDA has instituted a board retreat to be held each fall. It is part long-term goals/strategy setting, part planning for the year to come, and part team/rapport building among directors. All parts intense.

I just got back from another year's productive retreat. And, despite having a fried brain, three meta things stuck out for me.

1) The Power of Play:
In past years, we'd eat breakfast and then dive right into the agenda at 8:30am. This year, one of our new board members pushed to have us play a game before diving into the agenda. Despite the fact that most of the board members are game creators, we're always so serious at the retreat, and didn't really put much credence in the usual "trust fall" model of team building. However, convincing this group to play a game was not hard. So, we brought in Cranium, which we dutifully played at 8:30am on the first day.

Wow, what a difference. We were rolling on the floor in laughter and giving high fives after every point. The favorite was certainly the "puppet charades" tasks where one member severed as the puppet, who had to be moved by another member while others tried to guess the word. Aside from just having some pure fun for an hour, it got everyone revved up and excited and happy to be there with each other working on stuff they were passionate about.

2) The Risk of Not Spending:
When it came time to discuss budget and other fiscal matters, the question of "what is the IGDA's greater risk" came up to help build some context. I was floored when our very frugal/prudent Treasurer said that (and I paraphrase): "Given the IGDA's rapid growth, our biggest risk is that we don't spend our money fast enough on the programs/services needed to deliver the expected value." In short, spend more and spend faster!

And, it makes total sense. For many years, we've been so careful in managing our funds and being so cautious with new programs, etc. But, given continued growth and overall "doing the right things to attract members", our growth is out-pacing are ability to deliver programs. The last thing we need is for members to feel that their dues are going into the org but never "coming out"...

3) Data is Worthless:
Despite the need to have/crunch data and generally have systems that enable data-mining, showing most directors a pile of numbers is a waste of time. This was the first year we took the extra step to "chartify" all of our stats and performance numbers, etc. We even took somewhat subjective information like grading the health of chapters, and coded it in such a way that the info could be graphed. Seeing the colorful pie charts, bar graphs and obvious line trends enabled a depth of reflection and strategic discussion that I've never seen on the board before. Without getting into details, here are couple of the graphs we explored:

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Comments

Play is good simply for the energy and camaraderie it unleashes. I facilitated a corporate staff retreat and have never seen a group of risk professionals take a Jeopardy game (which they created) so seriously.

Jason, your data comments made me think you might be interested in the Gapminder Foundation and what they are doing to help us make data more visually compelling and user-friendly. Very cool stuff. I saw the main guy do his thing at the 2006 TED Conference and was blown away.

http://www.gapminder.org/

I've participated in games (or similar activity) at board meetings too, and I definitely agree with you about the benefits! It sounds like your board meeting was a lot of fun.

I'd add that games or table toys are helpful in another way--they create personal connections among board members (and staff too, if they're there) that can help smooth the way when more stressful board discussions arise. When a fellow board member was your charades partner, or helped you build a small village out of Play-Doh, you're that much more likely to work collaboratively with him or her ... or argue constructively, as the case may be.

Interesting point re data and I zoomed into the one on chapters. The Components Section Council just hosted a Virtual call on the subject of dashboards for chapters and components in general. Associations spend a fair amount of money and more on resources to operate/manage/coax chapters and often don't have a solid way of determining results. Mariner (we're an AMC specializing in chapters) have been working on a Dashboard for a couple of years (in http://www.asaecenter.org/PublicationsResources/modelslist.cfm?ItemNumber=287790) and would like to hear what others are doing in terms of charting chapter success/metrics.

Great insights Jason!

When I was at MACPA as VP of Communications and Members Services, I had my staff pull data on age and gender to see what stories we could find in our membership trends.

As simple data, my staff did not see much.

When we converted it to graphs and charts even those without a lot of higher level education suddenly understood more of the story behind the numbers.

Looking at data through graphs, charts, etc. turned team meetings almost into CSI Crime shows as they debated what the pictures meant. It was a lot more fun for them - and they better understood the big picture I was working on.

I think it's important to remember with our volunteer leaders not all may have jobs and careers that give them the regular opportunity to work with data to figure out what it means.

Cynthia

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