Strategies for Success:       Board Member Recruitment & Retention                   Emily Davis                   August ...
INTEGRATED PLANNING            Advising nonprofits in:        www.synthesispartnership.com            • Strategy          ...
www.mission.doA Service   Of:                  Sponsored by:
Today’s Speaker                                    Emily Davis                                      President             ...
STRATEGIES FOR SUCCESS:    BOARD MEMBERRECRUITMENT & RETENTION       August 1, 2012      Emily Davis, MNM       EDA Consul...
CHALLENGES  Unclear expectations  Lack of commitment  Low engagement  Work load issues  Under valued  Underutilized8...
SUCCESS FACTORS   Commit adequate resources   Adopt a mutually-beneficial mindset   Conduct evaluation   Provide regul...
Process & timeline   Roles & responsibilities   Leadership assessment   Board application   Marketing & outreach   Intervi...
RECRUITMENT PLANPRE PLANNING                      APPLICATION PROCESS Job descriptions                 Prep application...
ROLES & RESPONSIBILITIES   Organizational mission   General description   Responsibilities:           –   Set policy   ...
BOARD ASSESSMENT Skills & Expertise Demographics – age, ethnicity, gender Networks Wealth & access to wealth Relation...
DESIGNING AN APPLICATION      Contact info      Professional role(s)      Education      Nonprofit experiences      S...
OUTREACH: START WITH THE INNER CIRCLE Current & past board  members’ networks Staff Volunteers Donors Individual, cor...
OUTREACH: MOVING BEYOND THE INNER CIRCLE Nonprofit advisory &  governing boards Organization & community  volunteers Cu...
INTERVIEWS Prepare consistent questions Interview in teams of two Education about organization Dialogue to determine f...
SELECTION/DUE DILIGENCE Match candidate with  assessment Discuss with board development  committee / entire board Learn...
NOTIFICATION What language will you use for notification? How will you notify declined candidates? How will you notify ...
EVALUATION Feedback from board candidates Debrief among entire board Debrief in board development committee Make neces...
Board Development Committee   Orientation   Board Buddies   Board Policies & Procedures   Meetings & Gatherings   Professi...
ROLE OF THE BOARD DEVELOPMENT COMMITTEEImprove the overall quality of board service & experienceDesign & communicate the...
ORIENTATION CHECK LIST    Overview & History    Philosophy & Values    Programs & Resources    Fundraising Overview  ...
BOARD BUDDIESPair new and tenured board membersBoard buddies for 3 monthsMeet up sociallyAnswer questionsServe as a r...
BOARD MANUAL    Organizational Overview    Legal Docs    Policies & Procedures    Financials    Strategic Plan    Bo...
EFFECTIVE COMMUNICATIONSConsistent, quick, and accessibleEffective project managementLeverage technology (i.e. BoardEff...
MEETINGS & GATHERINGSAnnual board social gathering (wine & cheese, sporting event, bbq, etc.)Facility tourBoard buddy m...
PROFESSIONAL DEVELOPMENT Critical for success In-services or required professional  development Hire outside facilitato...
SELF EVALUATION Individual performance Board performance: meetings, decision-  making, etc. Chair/President performance...
RECOGNITIONShare organizational successesConnect successes to board workHighlight individual accomplishmentsProper rec...
CONFLICT MANAGEMENTDon’t be afraid of conflict!What is the process for conflict resolution?Don’t take it personallyWha...
Before You Join a Board…• Set yourself up for success• Know that it is about the mission• Be aware of the time commitment•...
ADDITIONAL RESOURCES•   BoardSource•   Nonprofit Associations•   Independent Sector•   Society of Nonprofit    Organizatio...
THANK YOU!                   Emily Davis, MNM                  EDA Consulting LLC                      (720) 515-0581     ...
Find listings for our current season          of webinars and register at:            NonprofitWebinars.comA Service   Of:...
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Strategies for Success: Board Member Recruitment & Retention

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Don’t have the board members you need to serve the organization and can’t keep the great ones you have recruited? Building a strong and reliable nonprofit board of directors is no easy task, but leveraging simple best practices and innovative strategies can mean the difference between an engaged, effective board of directors and a social club with minimal leadership. There are new strategies and vehicles for recruiting board members and concrete steps your organization can take to set the board, and your nonprofit, up for success.

This workshop is designed for both nonprofits recruiting board members and individuals looking to be join boards.

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Strategies for Success: Board Member Recruitment & Retention

  1. 1. Strategies for Success: Board Member Recruitment & Retention Emily Davis August 1, 2012A Service Of: Sponsored by:
  2. 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.comA Service Of: Sponsored by:
  3. 3. www.mission.doA Service Of: Sponsored by:
  4. 4. Today’s Speaker Emily Davis President EDA Consulting Hosting:Assisting with chat questions:Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis PartnershipA Service Of: Sponsored by:
  5. 5. STRATEGIES FOR SUCCESS: BOARD MEMBERRECRUITMENT & RETENTION August 1, 2012 Emily Davis, MNM EDA Consulting
  6. 6. CHALLENGES Unclear expectations Lack of commitment Low engagement Work load issues Under valued Underutilized8/1/2012 www.edaconsulting.org
  7. 7. SUCCESS FACTORS  Commit adequate resources  Adopt a mutually-beneficial mindset  Conduct evaluation  Provide regular & appropriate recognition8/1/2012 www.edaconsulting.org
  8. 8. Process & timeline Roles & responsibilities Leadership assessment Board application Marketing & outreach Interviews Selections process Evaluation BOARD RECRUITMENT8/1/2012 www.edaconsulting.org
  9. 9. RECRUITMENT PLANPRE PLANNING APPLICATION PROCESS Job descriptions  Prep application Letter of commitment  Deadlines Board matrix  Call to action Prospect lists  Notification Language (application,  Meeting invite invitations)  Board buddies Point person  Decision making Outreach efforts8/1/2012 www.edaconsulting.org
  10. 10. ROLES & RESPONSIBILITIES  Organizational mission  General description  Responsibilities: – Set policy – Govern – Fiscal – Meetings – Board Terms – Strategic Direction – Oversee Executive Director  Qualifications8/1/2012 www.edaconsulting.org
  11. 11. BOARD ASSESSMENT Skills & Expertise Demographics – age, ethnicity, gender Networks Wealth & access to wealth Relationship to mission8/1/2012 www.edaconsulting.org
  12. 12. DESIGNING AN APPLICATION  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 joining8/1/2012 www.edaconsulting.org
  13. 13. OUTREACH: START WITH THE INNER CIRCLE Current & past board members’ networks Staff Volunteers Donors Individual, corporate, & private donors Government officials Community foundation(s)8/1/2012 www.edaconsulting.org
  14. 14. OUTREACH: MOVING BEYOND THE INNER CIRCLE Nonprofit advisory & governing boards Organization & community volunteers Current donors & volunteers Committee members Corporate giving & board programs Nonprofit networks8/1/2012 www.edaconsulting.org
  15. 15. 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 steps8/1/2012 www.edaconsulting.org
  16. 16. SELECTION/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 approval8/1/2012 www.edaconsulting.org
  17. 17. NOTIFICATION What language will you use for notification? How will you notify declined candidates? How will you notify recommended candidates? Explain next steps8/1/2012 www.edaconsulting.org
  18. 18. EVALUATION Feedback from board candidates Debrief among entire board Debrief in board development committee Make necessary revisions / improvements8/1/2012 www.edaconsulting.org
  19. 19. Board Development Committee Orientation Board Buddies Board Policies & Procedures Meetings & Gatherings Professional Development Self-Evaluation Recognition Conflict Management BOARD RETENTION8/1/2012 www.edaconsulting.org
  20. 20. ROLE OF THE BOARD DEVELOPMENT COMMITTEEImprove the overall quality of board service & experienceDesign & communicate the recruitment processInitiate ongoing professional developmentManage strategic planningOrganize social activitiesEvaluate8/1/2012 www.edaconsulting.org
  21. 21. ORIENTATION CHECK LIST Overview & History Philosophy & Values Programs & Resources Fundraising Overview Board Structure & Resources – Description & Expectations – Communications – Board manual Letter of commitment Committees Board Buddies8/1/2012 www.edaconsulting.org
  22. 22. BOARD BUDDIESPair new and tenured board membersBoard buddies for 3 monthsMeet up sociallyAnswer questionsServe as a resource8/1/2012 www.edaconsulting.org
  23. 23. BOARD MANUAL Organizational Overview Legal Docs Policies & Procedures Financials Strategic Plan Board Overview Contact Information Board Calendar Past Agendas & Minutes E-governance8/1/2012 www.edaconsulting.org
  24. 24. EFFECTIVE COMMUNICATIONSConsistent, quick, and accessibleEffective project managementLeverage technology (i.e. BoardEffect®)E Governance – Internal websites – Email – Teleconference calls – Web conference calls – Listservs – Discussion boards8/1/2012 www.edaconsulting.org
  25. 25. MEETINGS & GATHERINGSAnnual board social gathering (wine & cheese, sporting event, bbq, etc.)Facility tourBoard buddy meetingsStaff one-on-oneStrategic Planning8/1/2012 www.edaconsulting.org
  26. 26. PROFESSIONAL DEVELOPMENT Critical for success In-services or required professional development Hire outside facilitator Examples: – Financial management – Communications – Fundraising – Leadership – Programs8/1/2012 www.edaconsulting.org
  27. 27. SELF EVALUATION Individual performance Board performance: meetings, decision- making, etc. Chair/President performance Committee performance Executive Director performance Organizational performance8/1/2012 www.edaconsulting.org
  28. 28. RECOGNITIONShare organizational successesConnect successes to board workHighlight individual accomplishmentsProper recognition at term’s endStay connected8/1/2012 www.edaconsulting.org
  29. 29. CONFLICT MANAGEMENTDon’t be afraid of conflict!What is the process for conflict resolution?Don’t take it personallyWhat is best for the mission?How will you demonstrate excellent leadership?8/1/2012 www.edaconsulting.org
  30. 30. Before You Join a Board…• Set yourself up for success• Know that it is about the mission• Be aware of the time commitment• Review your responsibilities and expectations• Review the policies and procedures• Review their financials8/1/2012 www.edaconsulting.org
  31. 31. ADDITIONAL RESOURCES• BoardSource• Nonprofit Associations• Independent Sector• Society of Nonprofit Organizations• Idealist.org• BoardEffect• Alltop Nonprofit• IdeaEncore8/1/2012 www.edaconsulting.org
  32. 32. THANK YOU! Emily Davis, MNM EDA Consulting LLC (720) 515-0581 emily@edaconsulting.org www.edaconsulting.org www.edaconsulting.org/blogs www.Facebook.com/edanpoconsulting Twitter: @edaconsulting8/1/2012 www.edaconsulting.org
  33. 33. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:

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