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BUILDING THE BENCH
BOARD RECRUITMENT & RETENTION
Emily Davis, MNM, CGT
Emily Davis Consulting
July 10, 2014
/emilydavisconsulting /AskEmilyD
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Follow the conversation…
@svpboulder
@AskEmilyD
#governance
#nonprofit
#leadership
#philanthropy
#Boulder
TURN ON YOUR TECH
/emilydavisconsulting /AskEmilyD
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WHO AM I?
/emilydavisconsulting /AskEmilyD
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60 seconds or less
Name,
Org, Title
Attended
Boards with
Brains?
1 question
OR concern
/emilydavisconsulting /AskEmilyD
@SVPBoulder
#nonprofit
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WHO HAS…
•  A recruitment process?
•  A regular recruitment
schedule?
•  A governance and/or
nominating committee?
•  The ED/CEO leading the
process?
/emilydavisconsulting /AskEmilyD
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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
10 BASIC BOARD RESPONSIBILITIES
/emilydavisconsulting /AskEmilyD
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RECRUITMENT
Great board
member
retention
begins with
a great
recruitment
process!
/emilydavisconsulting /AskEmilyD
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LEADING THE PROCESS
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STEP 1: TIMELINE
Month 1
Review docs &
past recruitment
Design self-eval
Month 2
Conduct self-eval
& demo matrix
Design
application,
interview
questions &
outreach
messaging
Month 3
Add to website &
send to networks
Month 4
Schedule &
conduct
interviews
Invite to board
meeting
Month 5
Host at board
meeting
Make
recommendations
/emilydavisconsulting /AskEmilyD
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STEP 2: EVALUATION
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STEP 3: APPLICATION
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STEP 4: OUTREACH
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COMMUNICATE EXPECTATIONS
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ALWAYS SHARE…
/emilydavisconsulting /AskEmilyD
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STEP 5: VETTING CANDIDATES
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STEP 6: RECOMMENDATIONS
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STEP 7: WRAP UP
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RETENTION
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FINDING SUCCESS
Success!
Joyful
leadership
Accountability
Expectations
ArtScience
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ORIENTATION
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BOARD CULTURE
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NEXT GENERS
Gen Y,
Millenials
Generation
X
/emilydavisconsulting /AskEmilyD
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/emilydavisconsulting /AskEmilyD
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E-GOVERNANCE
EMAIL
VIRTUAL
MEETINGS
CLOUD
SHARING
POLICY
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COMMITTEES
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BOARD REPORTS
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ADDITIONAL MEETINGS
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PROFESSIONAL DEVELOPMENT
Trainings	
  
Associa,ons	
  
Practice
leadership
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CONFLICT MANAGEMENT
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WHAT MAKES ‘EM TICK
• Always YES
• Wants to help
everyone &
everything
• Caution!
OVER-COMMITTED
• Needs lots to
stay engaged
• Don’t let them
sit around
BUSY, BUSY, BUSY
• Verbal &
print
• Use titles &
acknowledg
ment
LIKES RECOGNITION
• Stays focused & on track
• Great for events
• May get discouraged by
others’ lack of support
ORGANIZER
• Lots of ideas for
improvement
• Pair with an Organizer
to keep things moving
CREATIVE
*Abigail Harmon
/emilydavisconsulting /AskEmilyD
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RECOGNITION
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ARE YOU READY TO ROCK?
What is ONE thing
you will take
towards your
board recruitment
or retention
practices?
/emilydavisconsulting /AskEmilyD
@SVPBoulder
#nonprofit
#governance
/emilydavisconsulting /AskEmilyD
@SVPBoulder
#nonprofit
#governance
Books for sale &
signing with a
30% discount:
$34.95 for
nonprofits
Credit card &
check
	

DRAWING & SIGNING!
/emilydavisconsulting /AskEmilyD
@SVPBoulder
#nonprofit
#governance
Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com
emilydavisconsulting.com/blog

Building the Bench: Board Recruitment and Retention