USRA board recruitmentretentionmay2014

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Retaining the best board members begins with healthy recruitment, which is a big challenge for most organizations. How can you find the right board members? How many board members do you really need? How can you recruit the best “new blood” onto your board? Once you’ve got great board members how do you keep them? Learn about great retention practices to keep the board leaders you’ve worked so hard to recruit including tools for running effective meetings and understanding essential board responsibilities. From the outstanding board member to the challenging board member, learn strategies that will attract and retain fantastic leaders.

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USRA board recruitmentretentionmay2014

  1. 1. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership BOARD RECRUITMENT & RETENTION THAT ROCKS! Emily Davis, MNM, CGT Emily Davis Consulting May 5th, 2014
  2. 2. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership ①  Your name ②  Organization & role ③  1 challenge re: recruitment & retention LET’S GET STARTED… 30 SECOND CHALLENGE!
  3. 3. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership
  4. 4. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership •  Unclear expectations •  Lack of commitment •  Low engagement •  Work load issues •  Under valued •  Under utilized
  5. 5. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership •  Commit adequate resources •  Adopt a mutually- beneficial mindset •  Conduct assessments •  Provide regular and appropriate recognition
  6. 6. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership BOARD CULTURE •  How would someone new experience your board culture? •  What do you want your board culture to be? •  How can you model great leadership? •  Do others inside and outside of the organization see great leadership?
  7. 7. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership RECRUITMENT PLAN Preparation •  Job descriptions •  Letter of commitment •  Board assessment •  Prospect lists •  Language (application, invitations) •  Point person •  Outreach efforts Application •  Prep application •  Deadlines •  Call to action •  Notification •  Meeting invite •  Board buddies •  Decision making
  8. 8. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership BOARD ASSESSMENTS •  Skills & expertise •  Demographics – age, ethnicity, gender •  Networks •  Wealth & access to wealth •  Relationship to mission
  9. 9. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership APPLICATION ELEMENTS •  Contact info •  Professional role(s) •  Education •  Nonprofit experiences •  Skills, background, expertise •  Interest in the org •  Leadership role(s) •  Committee interests •  Board leadership knowledge •  Motivation(s) for joining
  10. 10. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership REACH OUT •  Current & past board members’ networks •  Staff •  Volunteers •  Donors •  Individual, corporate, & private donors •  Government officials •  Foundations
  11. 11. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership INTERVIEWS •  Prepare consistent questions •  Interview in teams of two •  Education about organization •  Dialogue to determine fit •  Identify any conflicts of interest •  Answer candidates’ questions •  Follow up on application •  Confirm commitment (time, treasure, talent) •  Explain next steps
  12. 12. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership CANDIDATE DUE DILIGENCE •  Match candidate with assessment •  Discuss with board development committee / entire board •  Learn about work ethic, past work •  Trust your gut! •  Invite final candidate(s) to a board meeting. •  Seek complete board approval
  13. 13. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership NOTIFICATION •  What language will you use for notification? •  How will you notify declined candidates? •  How will you notify recommended candidates? •  Explain next steps
  14. 14. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership EVALUATION •  Feedback from board candidates •  Debrief among entire board •  Debrief in board development committee •  Make necessary revisions / improvements
  15. 15. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership
  16. 16. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership GREAT RETENTION = GREAT ORIENTATION •  Overview & History •  Philosophy & Values •  Programs & Resources •  Fundraising Overview •  Board Structure & Resources –  Description & Expectations –  Communications –  Board manual •  Letter of commitment •  Committees •  Board Buddies
  17. 17. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership 10 BASIC BOARD RESPONSIBILITIES 1.  Determine mission & purpose 2.  Select the chief executive 3.  Support & evaluate the chief executive 4.  Ensure effective planning 5.  Monitor & strengthen programs & services 6.  Ensure adequate financial resources 7.  Protect assets & provide financial oversight 8.  Build a competent board 9.  Ensure legal & ethical integrity 10.  Enhance the organization’s public standing
  18. 18. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership ROLES & RESPONSIBILITIES 1.  Set Organizational Direction 2.  Provide Oversight 3.  Ensure Necessary Resources
  19. 19. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership Legal Hat Ambassador Hat Volunteer Hat HATS WE WEAR
  20. 20. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership Board Leads Shares values thru policies that put mission into action Hires, supports, assesses ED Opens funding resources in community Oversees financial due diligence Recruits & retains new board members ED Leads Develops/ Proposes policy questions Hires, supervises, motivates staff Develops & implements programs Shared Leadership Strategic plan Fundraising plan & strategies Evaluations Prep board meetings SHARED LEADERSHIP
  21. 21. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership EFFECTIVE MEETINGS •  Time to socialize – have fun! •  Mission moments •  Board reports & consent agendas •  Rotating responsibilities •  Financial & volunteer accountability •  Follow up action plans •  Minutes distributed within one week •  Remote meetings (with guidelines) •  Always snacks, food!
  22. 22. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership BOARD REPORTS •  Keep focus on governance •  Save meeting time •  Share planning responsibilities •  Committee and project reports one week in advance •  Committee name & month •  Necessary votes, board discussion items •  Goal progress related to strategic plan •  Summary of meeting discussion •  Timeline & important dates •  Next meeting
  23. 23. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership SHARED RESPONSIBILITIES •  Roberta’s Rules •  Mission moment •  Facilitation, time keeper •  Minutes •  Devil’s advocate •  Other?
  24. 24. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership PROFESSIONAL DEVELOPMENT •  Critical for success •  In-services or required professional development •  Hire outside facilitator •  Examples: o  Financial management o  Communications o  Fundraising o  Leadership
  25. 25. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership GOVERNANCE COMMITTEE •  Improve the overall quality of board service & experience •  Recruitment process •  Professional development •  Manage strategic planning •  Organize social activities •  Evaluate
  26. 26. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership RECOGNITION •  Share successes •  Connect successes to board efforts •  Highlight individual board member accomplishments •  Proper recognition at term’s end •  Stay connected
  27. 27. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership RESOURCES •  BoardSource •  4Good •  David LaPiana •  The Policy Governance Model (Carver) •  Council of Nonprofits •  Roberta’s Rules of Order •  A Fundraising Guide for Nonprofit Board Members •  Nonprofit Board Answer Book •  Creating Caring and Capable Boards •  10 Basic Responsibilities of Nonprofit Boards •  The Board Building Cycle •  The Nonprofit Policy Sampler
  28. 28. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership #nonprofit #governance #leadership
  29. 29. /AskEmilyD/emilydavisconsulting #nonprofit #governance #leadership Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog

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