Tips for trustees: Finding your voice

This article was originally written by Leon Ward on CharityConnect

I am a columnist for the Big Give and received the following question, some time ago, about finding your voice when on a board. The tips are still relevant so here it is.

They asked:

What would you recommend somebody like me, who finds it difficult to challenge other people on our board on what feels like pre-made decisions by the chief exec, to find a stronger voice?

My answer:

It depends on who in the charity you are dealing with, as this will alter the techniques you could use to develop a stronger and more influential voice, both in the boardroom and throughout the wider organisation.

As a general rule for dealing with this type of situation, it’s always best practice to ensure you are fully prepared; that you understand how and why people have come to the decisions that they have and that you can summarise what your issue actually is. If anything, this prevents you from making a fool out of yourself because you haven’t paid enough attention to the papers(!).

If the issue is solely with the chief executive

You need to distinguish whether the decisions that you feel are ‘pre-made’ are decisions that actually need to be authorised by the board as opposed to issues that are merely for board information.

You may want to ask whether the decision affects the charities money?

Does it affect service delivery and thus affect those that benefit from your work? Is there any type of risk to the charity?

Whilst trustees should seek to support the operational team, your duty is ‘primarily’ to act in the best interests of the charity as a whole. And sometimes, this does mean that you have to use your exclusive trustee powers and tread on the toe’s of the Chief Executive.

Ultimately, as trustees, you have the right to: delay the implementation of any decisions; challenge the Chief Executive on anything they have decided; and prevent them from doing whatever it is they propose.

However, you should also remember that in ordinary circumstances, trustees should not delve into detail and should not undermine the Chief Executive; you have to get the balance right. If you want to take issue with executives, it may be worth asking for a closed session amongst trustees only; that will give you the space to raise any concerns you want to. Usually, these sessions are not minuted and so you can raise your issues anonymously and present them back to staff as ‘the board’s concerns’.

 

If the issue is with your chair

Unfortunately, whilst formal processes may be outlined in your constitution, this is always an awkward situation to deal with and you may need to take a slightly more informal approach. The chances are that there will be at least one of your trustee colleagues who shares your feelings. In these situations, I find it best to ‘sound out’ your issue with one of your colleagues (likely outside of a formal meeting); seek their advice; and together, you can decide on the best action to take.

You may then decide to raise this with a smaller group of trustees; if you still want to test the environment, then I suggest you contact several trustees and if they have the appetite to support you, you move a motion at the next board meeting. People don’t like surprises, and so the more you can inform the better.

It is likely that the best part of the meeting to raise this is in ‘any other business’. Depending on the severity of your issue, it is worthwhile knowing that as trustees, you have the power to pass a vote of no confidence in your chair and to assign a temporary replacement until you have the time to conduct a full recruitment process. If things get really serious, you can seek support from the Charity Commission.

I hope and assume that you appreciate that this is a ‘nuclear’ option, and should only be undertake if the issue is truly serious and fundamental to the values, ethics and functioning of the organisation.

If this issue is with the general board process

If you feel uncomfortable with the way that your board works, then you may want to request a governance review (this suggestion would normally come from the Chair, but you can, tactically, raise this); you can either ask the Chair to select somebody to lead this or assign it to the governance subcommittee (if you have one).

If you are a Chair and you are reading this, then you may want to consider asking trustees whether they are happy with your performance as ‘Chair’, and with the board’s performance more generally. 360 degree appraisals (and even better, 720 degree appraisals, which includes the perspectives of external partners) are important – no matter at what level of the organisation. First and foremost, Chairs are trustees: they may be ‘first among equals’, but they are still equal.

Depending on resource and capacity, you (assuming you are supported by your colleagues) may wish to appoint an external consultant to lead the review; which then makes it less awkward for you to speak out – because they will do it for you!

Anna Bland

Anna previously worked for CharityConnect, our online community for charity professionals. She's passionate about women’s rights, loves documentaries and drinking excessive amounts of tea.

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