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Board Profile Worksheet
                                   Expertise/Skills/Personal Data
This worksheet can be adapted by organizations to assess their current board composition and plan for the future. The
governance committee can develop an appropriate grid for the organization and then present its findings to the full board.

In considering board building, an organization is legally obligated to follow its bylaws, which may include specific
criteria on board size, structure, and composition. Or the bylaws may need to be updated to incorporate and acknowledge
changes in the environment and community that have made changes in the board structure necessary or desirable.

Remember, an organization will look for different skills and strengths from its board members depending on its stage of
development and other circumstances.

                                                     Current Members Prospective Members
                                                  1 2 3 4 5 6 A B C D E F
Age
 Under 18
 19 – 34
 35 – 50
 51 – 65
 Over 65

Gender
 Male
 Female

Race/Ethnicity/Disability
 African American/Black
 Asian/Pacific Islander
 Caucasian
 Hispanic/Latino
 Native American/Indian
 Other
 Disability

Resources
 Money to give
 Access to money
 Access to other resources
 (foundations, corporate support)

 Availability for active participation
 (solicitation visits, grant writing)

Community Connections
 Religious organizations
 Corporate
 Education
 Media
 Political
 Philanthropy
Small business
 Social services
 Other

Qualities
 Leadership skills
 Willingness to work
 Personal connection with the
 organization’s mission

Personal Style
 Consensus builder
 Good communicator
 Strategist
 Visionary

Areas of Expertise
 Administration/Management
 Entrepreneurship
 Financial Management
      Accounting
      Banking and trusts
      Investments
 Fundraising
 Government
 International affairs
 Law
 Marketing, Public relations
 Human resources
 Strategic planning
 Physical plant (architect, engineer)
 Real Estate
 Representative of clients ( Clinic
 Consumer )
 Special program focus
 (education, health, public policy,
 social services)
 Technology
 Other

Number of years (or terms) on the board

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8. board profile worksheet

  • 1. Board Profile Worksheet Expertise/Skills/Personal Data This worksheet can be adapted by organizations to assess their current board composition and plan for the future. The governance committee can develop an appropriate grid for the organization and then present its findings to the full board. In considering board building, an organization is legally obligated to follow its bylaws, which may include specific criteria on board size, structure, and composition. Or the bylaws may need to be updated to incorporate and acknowledge changes in the environment and community that have made changes in the board structure necessary or desirable. Remember, an organization will look for different skills and strengths from its board members depending on its stage of development and other circumstances. Current Members Prospective Members 1 2 3 4 5 6 A B C D E F Age Under 18 19 – 34 35 – 50 51 – 65 Over 65 Gender Male Female Race/Ethnicity/Disability African American/Black Asian/Pacific Islander Caucasian Hispanic/Latino Native American/Indian Other Disability Resources Money to give Access to money Access to other resources (foundations, corporate support) Availability for active participation (solicitation visits, grant writing) Community Connections Religious organizations Corporate Education Media Political Philanthropy
  • 2. Small business Social services Other Qualities Leadership skills Willingness to work Personal connection with the organization’s mission Personal Style Consensus builder Good communicator Strategist Visionary Areas of Expertise Administration/Management Entrepreneurship Financial Management Accounting Banking and trusts Investments Fundraising Government International affairs Law Marketing, Public relations Human resources Strategic planning Physical plant (architect, engineer) Real Estate Representative of clients ( Clinic Consumer ) Special program focus (education, health, public policy, social services) Technology Other Number of years (or terms) on the board