David Livingston Styers, Director, Consulting Services & Senior Board Governance Consultant.The Center for Volunteer and Nonprofit Leadership
Do you need new board members or more diverse board members? This lively, interactive workshop will cover the basics of effective board recruitment, and is designed for board members and ED's. David's session will cover practical tips for needs assessment, candidate profile development, interviewing, and recruiting.
2. 9/30/2013
It won’t take
much time
We just
need your
name
We can talk
about fundraising
later
Step 1: IDENTIFY Board Needs
• Skills, knowledge, perspectives, and
connections, etc., needed to implement
strategic plan.
• Board needs assessment
• What expertise do you have?
• What is missing?
• Identify sources of board members with the
desired characteristics.
Board Needs
Current Members
Prospective Members
1 2 3 4 5 6 A B C D E
F
Age
19-34
35-50
51+
Race/Ethnicity/Disability
African American/Black
Asian/Pacific Islander
Caucasian
Hispanic/Latino
Community Connections
Religious organizations
Corporate
Media
Political
Areas of Expertise
Financial
Fundraising
Marketing
Program focus
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4. 9/30/2013
Board Composition
• Ethnic Representation
• 82% are Caucasian
• 8% African American/Black
• 3% Hispanic, Latino, or Spanish
• 2.6% Asian
• 0.6% American Indian or Alaska Native
• 0.9% Two or more races
• 0.2% Native Hawaiian or Pacific Islander
Source: BoardSource Nonprofit Governance Index 2012
Projected Population Change in the United States
From 2000-2050
250
Asian, 212.9%
Other, 217.1%
Hispanic, 187.9%
200
150
Black
Asian
Black, 71.3%
Other
100
White, 7.4%
50
Hispanic
White
0
Board Composition by Age
Source: BoardSource Nonprofit Governance Index 2012
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5. 9/30/2013
Avoid Tokenism
• No board member wants to fill a quota
• Identifying needs will help focus skills,
knowledge, and representation
• No one is able to represent an entire
subsection of the population
• Treat each board member equally and
expect the same from everyone
A Typology of Inclusion
Functional Inclusion
INSTRUMENTAL
INCLUSION
TRANSFORMATIONAL
INCLUSION
→ for the accomplishment of
a desired outcome
→ for functional and social
embeddedness enhancing
competencies and capabilities
RELATIONAL
INCLUSION
DISENGAGEMENT
→ through diversity neither
being sought nor recognized
→ for cohesive interpersonal
relationships resulting from
equality in social standing
Social Inclusion
Source: Nonprofit Quarterly, “Inclusive Nonprofit Boardroom”
Three Strategies for Building
an Inclusive Board
1. Communicate
Facilitate Discussions
Appoint a Task Force
Develop Your Case Statement
2. Assess
Organizational & Board Culture
Board Needs
3. Commit
Assign Roles & Responsibilities
Measure Results
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6. 9/30/2013
Step 2: CULTIVATE Potential
Leaders
• Ask current board members, senior staff, and
others to suggest potential candidates with
needed characteristics.
• Find ways to connect with those candidates.
• Get them interested in your organization, and
keep them informed of your progress.
Trajectory of Volunteers
Projects /
Campaign
Donors /
Volunteers
Events /
Episodic
Volunteers
On-going
Volunteers
Governance
Volunteers
Founder /
Volunteers
Not every person needs or
wants to be a board member
Interests
Working Style
Motivation
Expectations
Constraints
What else?
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Step 3: RECRUIT Prospects
• Describe why a prospective board member
is wanted and needed.
• Explain expectations and responsibilities of
board members, and don’t minimize
requirements.
• Invite questions, elicit their interest, and find
out of if they would be prepared to serve.
• Recruit a diverse board
• Remember not all individuals are right for
the board
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8. 9/30/2013
Tools Needed to Effectively
Recruit Board Members
1. Do you have a job description for
board members
2. What are the benefits of serving on
your board
3. What are you going to do to support
them as board members
SAMPLE Board Member
Agreement
• Fiscal responsibilities
• Legal responsibilities
• Moral responsibilities
• Financial responsibilities
• Fundraising responsibilities
• Ambassadorial responsibilities
• Meetings responsibilities
SAMPLE Benefits for Board
Members
• Using skills to improve nonprofit, effect
change, and have an impact
• Feeling good by doing good
• Collaborating with interesting people
• Learning new skills
• Enjoying being recognized for their efforts
• Wanting to give back to the community
• Having fun
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9. 9/30/2013
SAMPLE Commitment to
Board Members
• Provide timely information
• Make best possible use of assets
• Ensure best meeting management practices
• Respond to questions and concerns
• Encourage feedback and criticism
• Do utmost to be an organization of which you
can be extremely proud
Governance Committee
• Promotes and provides education about the
organization, field, and governance
• Assesses the organization’s governance needs
• Identifies, nominates, and orients new
members
• Conducts board self-assessment
• Organizes the annual board retreat
Nominating vs. Governance
Committee
Nominating
• Short-term
• Narrow focus
• Elections
• Officers
• Self-contained
Governance
• Ongoing
• Holistic focus
• Composition
• Policies and
Practices
• Involves others
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10. 9/30/2013
Questions
Questions All Boards Should
be Asking
• Do we have the right leaders in place to
lead us into tomorrow?
• Do we have a governance structure in place
that allows the board to function
effectively?
• Are we talking about the right things/the
issues of greatest importance?
• Do we have a culture in our boardroom
that welcomes diversity and new
perspectives?
“The main point is to first
get the right people on the
bus (and the wrong people
off the bus) before you
figure out where to drive
it.”
Jim Collins, Good to Great
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11. 9/30/2013
It was great…
Thanks!
Thank you…
Let us know how the
Center can help you!
555 Northgate Drive, Suite 200, San Rafael, CA 94903
Phone: 415-479-5710
Fax: 415-479-9878 www.cvnl.org
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