Staff and Board Responsibilities
Edited by Carter McNamara, PhD, Free Management Library, www.managementhelp.org
The following chart provides a fast overview of basic activities and who is typically responsible for them.
Activity | Responsible |
Planning
Direct the process of planning | Staff |
Provide input to long range goals | Joint |
Approve long range goals | Board |
Formulate annual objectives | Staff |
Approve annual objectives | Board |
Prepare performance reports on achievement of goals and objectives | Staff |
Monitor achievement of goals and objectives | Joint |
Programming
Assess stakeholder (customers, community) needs | Staff |
Train volunteer leaders (nonprofits only) | Staff |
Oversee evaluation of products, services and programs | Board |
Maintain program records; prepare program reports | Staff |
Prepare preliminary budget | Staff |
Finalize and approve budget | Board |
See that expenditures are within budget during the year | Staff |
Solicit contributions in fundraising campaigns (nonprofits) | Board |
Organize fundraising campaigns (nonprofits) | Staff |
Approve expenditures outside authorized budget | Board |
Insure annual audit of organization accounts | Board |
Personnel
Employ Chief Executive | Board |
Direct work of the staff | Staff |
Hire and discharge staff member | Staff |
Decision to add staff (nonprofit) | Board |
Settle discord among staff | Staff |
Community Relations
Interpret organization to community | Board |
Write news stories | Staff |
Provide organization linkage with other organizations | Joint |
Board Committees
Appoint committee members | Board |
Call Committee Chair to urge him/her into action | Board |
Promote attendance at Board/Committee meetings | Joint |
Recruit new Board members | Board |
Plan agenda for Board meetings | Joint |
Take minutes at Board meetings | Joint |
Plan and propose committee organization | Joint |
Prepare exhibits, material and proposals for Board and Committees | Staff |
Sign legal documents | Board |
Follow-up to insure implementation of Board and Committee decisions | Staff |
Settle clash between Committees | Board |