HomeMy WebLinkAboutGovernance Task Force 21 Sept 2010 Minutes
REPORT NO. 6
Board Governance Task Force
A meeting of the Board Governance Task Force was held on 21 September 2010
commencing at 5:58 p
Trustee Lynn Scott in the chair and the following also in attendance:
TRUSTEE MEMBERS: Rob Campbell
Cathy Curry
Pam Morse
Pam FitzGerald
STAFF: Barrie Hammond, Director of Education and Secretary of
the Board (Interim)
Michele Giroux, Executive Officer, Corporate Services
Monica Ceschia, Manager of Board Services
1. Call to Order
Chair Scott called the meeting to order at 5:58 p.m.
2. Approval of Agenda
Moved by Trustee Morse,
THAT the agenda be approved.
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3. Confirmation of Minutes
a. 10 June 2010, Report 5
Moved by Trustee Morse,
THAT Report 5 of the Board Governance Task Force dated 10 June 2010 be
confirmed.
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4. Business Arising from Minutes
a. 10 June 2010, Report 5
There was no business arising from Report 5 dated 10 June 2010.
Chair Scott referred to the action item on folio 3 of the 21 September 2010 meeting
package and indicated that while she had done some further checking she had not finalized her
inquiry with the Upper Canada District School Board (UCDSB). She confirmed that the UCDSB
does use the rule whereby if an item is urgent following a Committee of the Whole public
meeting, provided two-thirds of board members agree, the item can be dealt with the same
evening.
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ACTION
: Staff to follow up with UCDSB re the process they undertake around their rules to
move into a special Board meeting if two-thirds agree to place an item on the agenda for that
meeting and what provision is within their by-laws.
Trustee Morse referred to folio 4 of the 21 September 2010 meeting package and asked
staff to verify the wording of the motion.
Trustee Curry noted that she had recently watched a meeting of the Upper Canada
District School Board being broadcast and perhaps the Task Force could talk about such a process
(broadcast or web cast) for OCDSB Board meetings.
5. Concepts and Format re Committee Structure, By-laws and Rules of Procedure
Director Hammond noted that based on discussions the Task Force has had around
governance principles and possibilities of structure (at a high level) staff has developed a draft set
of governance by-laws and rules of procedure which can be found on folio 8 of the 21 September
2010 meeting package. The document is not intended to be complete, but is presented to consider
both the format and content of the work that is underway.
The Task Force has come to some common understanding about adopting a committee of
the whole (COW) structure.
key considerations about a COW system and how it might operate have been outlined.
Executive Officer Giroux noted that in putting the document together, staff began to
contemplate some of the issues around a COW structure which should allow the Task Force to
Bill
177 which may or may not be information retained in the final procedures.
In a roundtable discussion the following thoughts were made by Task Force members:
;
Section 5, Duties of the Board, a. b. and c., realizing this is wording from Bill 177
perhaps it can be expanded on, i.e.
promote and be responsible for student achievement and well-being.
develop and maintain appropriate
monitor and evaluate the effectiveness and efficiencies of policies developed by the
implementation of those policies;
Include duties of the board in a job description and/or code of conduct versus the
rules of procedure;
Section 5 Duties of the Board when the Regulations are received perhaps they
will contain more definitions, i.e., do
Section 5 a. -being.
what does that mean ensure accountable
ment;
for student achieve
Section 5 e and 5 h are both required;
Section 6, Duties of Board Members, does this section need to be so specific,
presumably supporters of the board are parents also. See section c. Do supporters of
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the system mean an individual who does not have children in the system but pays
taxes? -
Section 6, (c) - too specific what about consultation on other items besides the
multi-year plan;
Section 6, (e) n definitions and terms section;
Section 6, (f) what
is meant by this section;
Section 6, (g) well-
-
being
Section 6, (f) -to-day management of the board to its staff through
dvocacy? Board members receive
calls from parents and often call the Principal to follow up. Would this still be a
practice to follow?
Director Hammond indicated that his interpretation of section 6 (f) which is directly from
Bill 177, means that staff is responsible for the day-to-day operation of the school. A phone call
from a parent to a member of the Board should be referred to the superintendent of schools or
from the member of the Board to the superintendent. This will be covered in orientation training
and board development program for existing and new trustees to ensure there is a clear
understanding between facilitating, advocating and interfering.
Trustee Curry referred to section 6 stating that if there is a question about whether
trustees have stepped over the line, who will be responsible for dealing with that? Is it the board
chair or the director? Perhaps there should be something in the Code of Conduct to address this
type of scenario.
Section 8 does the wording from Bill 177 have to be used;
Section 8.1
have an agreed upon goal and vision;
Section 8.2 provide leadership
multi-year
Section 10 and 11 can these be merged? Under Bill 177 the Secretary is now the
Director. Perhaps use language around when some duties are delegated to assistant
secretary;
Section 10.1 The Director shall collaborate with the Chair in the preparation of
agendas for meetings of the Board and ensure the preparation of timely and accurate
staff reports as may be required. What about the role of Vice-Chair;
Section 12 Language around the Treasurer has changed in Bill 177;
Section 15.0 what is documented in this section does not reflect what was being
contemplated when the motion was approved on 10 June 2010 see folio 4;
Section 15.0 still too many meeting nights;
Section 15.0 COW, in Camera should not begin at 6:30 p.m. it is difficult for
those who are working 9a.m. 5 p.m. to be at the Board office regularly for 6:30
p.m.;
Understood the motion passed was for 1 COW per week with a Board meeting every
nd
second week (therefore every 2 week you would have two meetings). The model in
15 is not the model in the motion passed;
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Executive Officer Giroux, in providing clarification around the model presented in
section 15, noted that staff were trying to find the balance between the discussions the Task Force
was having to reduce the number of nights and having time between COW and Board meetings to
reflect on the issues while at the same time protect the meeting time and still change the structure
to limit the nights. This is intended to be a model for discussion; some of the particulars in
section 15.0 can change, i.e., the number of times the committee or Board meets, however the
COW structure still requires thinking around how it will function. Incorporating information in
the rules around start times indicates the usual time meetings will start and allows the variation in
time when required. Currently there are four standing committees and two Board meetings with
two COW in camera meetings per month which is eight meetings in six nights and the proposal is
for six meetings in four nights (two Board; two COW Public and two in camera).
There will need to be an alignment of this conversation with what is essentially the need
for a paradigm shift in setting agendas. All items would come together in COW for
action/discussion and perhaps two additional sections; one for policies and one for budget. There
will need to be rules for ad hoc committees and a thinking shift as the model is developed.
Perhaps there could be working groups and a list developed of those reports which would require
ht
should be given to having a one hour session prior to every meeting to allow trustees and
stakeholders an opportunity to review and/or ask questions. There will need to be flexibility in
how agendas are set (having like items together at the same meeting).
Section 15.0 holding Board and COW in camera on the same nights as Board was
not the intent;
Section 15.0 does the COW in camera starting at 6:30 p.m. need to be in the by-
ext around
the time of meetings;
Section 15.0 add an additional bullet
may be accommodated prior to public board if circumstances warrant in the view of
;
Section 15.0 there are implications around the in camera pieces; do you want a two
week delay between discussion and decision at Board. Perhaps include an in camera
piece at the beginning of each COW meeting to bring the in camera pieces forward
the following week;
Section 15.0 understanding that whatever items go to COW would not go forward
to Board until the following week;
Section 16.0 item re
development opportunities for all members, the Board will annually elect two
Executive Officer Giroux noted that staff was trying to address the discussion the Task
Force had around the need to still have some sharing of responsibilities to Chair and opportunities
to develop skills by other members; elect two trustees who are interested in assuming the role of
chairing those COW meetings in addition to Chair of the Board.
rd
Section 16.0 does the 3
members to the role of chair for the COW public meetings? Add two new bullets:
f the public Committee of the Whole chairs may be the Board Chair
or Vice-; and
ommittee of the Whole meetings will be
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elected at the special organizational meeting in case the board approves a
special series of budget C
Support rotating chairs of COW and a one year term will allow for
experience/practice in the process. Chair of the Board will Chair the Board meetings;
Vice-Chair will chair COW in camera and COW public will be chaired by two
people for one year;
Perhaps the COW public meeting chair should be for a two year term. Having
learning year but to force a change after two years may be reasonable;
Re the Vice-Chair role, in one Board they have multiple Vice-Chairs appointed and
they take the Vice-Chair additional allowance and divide it amongst the Vice-Chair
positions. Each Vice-Chair gets a portion of the total amount to share the
responsibility. If you take this approach you need to be more specific about who is
chairing what;
Section 17- what about other stakeholder groups; perhaps a list should be created i.e.,
stakeholders for Budget COW;
Section 19 agree with SEAC reports going directly to COW public;
Perhaps add a new Section 20 to allow for ad hoc work groups to be created off of
COW without being referred to Board so long as the ad hoc group does not extend
past the school year;
Section 21 dealing with the COW in camera report as one motion would be
problematic when it comes to voting. If a trustee is not in favor of one of the three
motions coming forward then they would have to vote against the complete package.
There will need to be flexibility to bring forward the reporting out as one entire
motion or section off one motion, as required when it is known that it will not be
approved;
Section 21
public report
item for which unani and
Section 21
report would go directly to Board the same evening as the meeting is held.
This process would allow for the public report to receive any additional public input prior
to Board approval and the in camera items would go the same evening on the basis that they are
in camera and there is no public consultation required, therein allowing for the items to be
expedited.
Section 22 implement a vote every half hour after the 10:30 pm vote requiring two-
thirds consent to continue.
Executive Officer Giroux noted that staff had included the Kerr & King reference as it is
different in terms of the approach currently taken to reports from COW in camera. It
contemplates that in a COW structure the committee has had ample time to debate its report. The
reference has been provided to allow for a conversation around how Kerr & King envisions the
rule and if we use Kerr & King as the basis for the rules then we create a structure outside.
The following areas were noted as items to be included as the By-law pieces are
formulated:
Special meetings of the board/committee;
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Speaking limits;
Consecutive terms on committees;
More stringent rules around bringing back motions that have been defeated at
committee, realizing that a COW public structure should solve this as membership
will be 12 with a quorum of 7;
Changes to the Committee structure would be seen as a trail basis for six months and
after the six months, finalize the rules around the new structure;
Budget meetings would be separate and onto themselves;
Perhaps the committee chairs would meet at agenda prep. The outline of what the
agenda will look like will have to change. If the day-to-day management is entrusted
parents, students and supporters of the board to the a
have a section on an agenda for that one area? Perhaps there should be an
opportunity for a round table discussion on what is coming for trustees to be aware of
(open discussion/how are things going)?
Perhaps items that receive unanimous votes in COW can go directly to Board the
same evening; and
Place the items which must be done (time sensitive) at the beginning of the agenda.
Trustee Morse took the chair when Chair Scott wished to speak.
Chair Scott expressed concern around finding the workable solution for a structure and
unless there is serious will to put some constraints on how agendas are developed and how
planning is done a new structure will not work. There are items creeping onto agendas which are
consuming a great deal of time. It is not up to the Board of Trustees to micro manage its staff. A
system which may work more efficiently would be to have reports on results of implementation
and why something did or did not work well. What decision can the Board of Trustees make to
help the Director make it work better. Part of the Boards job is to monitor and one key piece is
how to structure the agendas if the chair is going to provide the leadership to ensure that
significant focus is on decisions which is the job. Perhaps having a separate section on
agendas for items that you have to do under the Education Act as these items should not require
extended debate. Strategic planning and budget items would require more debate. Perhaps one
committee could meet ahead of a board or committee meeting as a means of helping the chair
manage those agendas with the director so they come out with a coherent approach.
Members having any additional thoughts were asked to e-mail them to Michele Giroux,
with a copy to all trustees.
6. Update on Governance Work with Consultant
Director Hammond provided an update on the work that is underway with the consultant
on governance and noted the following points:
Odgers Berndtson is involved in both the Board Evaluation process and the
development of an orientation program; and
Jim Nininger is the project lead for Odgers Berndtson and has also retained Bill
Hogarth, former Director of Education in York Region to provide an educational
perspective to his work.
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The Chair of the Board and the Director will be meeting with Jim Nininger and Bill
Hogarth to do a preliminary review of their work in preparation for a meeting that Jim Nininger
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would like to hold with members of the Board on October 5.
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At the meeting on October 5, they will do a short presentation on the results of the board
evaluation and hope to have a longer discussion about the component parts of a Trustee
Orientation Program. Their outline will include not only work that we will do internally, but also
will incorporate some of the work that OPSBA through the Ontario Education Services
Corporation is doing on Board Orientation with the Shulich School of Business.
7. Future Meeting Dates
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Chair Scott noted that the next meeting is tentatively scheduled for October 12 at 5:30
p.m. A quorum call will go out for other possible meeting dates.
8.New Business
There was no new business.
9. Adjournment
The meeting adjourned at 7:28 p.m.
Lynn Scott
Chair
Board Governance Task Force
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