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BUILDING THE BENCH
BOARD RECRUITMENT & RETENTION
BoardSource
February 22, 2016
Emily Davis, MNM
President, Emily Davis Consulting
BoardSource, Senior Governance Consultant
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TURN ON YOUR TECH
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LET’S GET STARTED
QUESTION? CHALLENGE!
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POLL QUESTION: WHO HAS…
qA defined recruitment process?
qA regular recruitment
calendar?
qA governance and/or
nominating committee leading
the process?
qThe ED/CEO leading the
process?
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BOARD ROLES & RESPONSIBILITIES
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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
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RECRUITMENT
Great board
member
retention
begins with
a great
recruitment
process!
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Why do
we join?
What
scares
us?
Why
would
we
leave?
Why do
we stay?
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• Passion for mission
• Organizational lifecycle
stage
• How many boards will you
sit on?
• Board terms
• Type of board
• Board size, demographics
• Financial support
• Clarity of expectations
PERSONAL PLANNING
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WHERE DO YOU FIND CANDIDATES?
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LEADING THE PROCESS
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Identify
Cultivate
Recruit
Orient
Involve
Educate
Evaluate
Rotate
CELEBRATE!
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TIMELINE
• Review docs & past recruitment
• Design self-eval
Month 1
• Conduct self-eval & demo matrix
• Design application, interview questions & outreach
messaging
Month 2
• Add to website
• Share with networks
Month 3
• Schedule & conduct interviews
• Invite to board meeting
Month 4
• Host at board meeting
• Make recommendations
Month 5
•Inform candidates
•Schedule orientation
•Intro board buddies
Month 6
• Debrief process
• Gather feedback
Month 7
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STEP BY STEP
Evaluation Application Expectations Outreach
Vetting
Candidate
Approval
Wrap Up Debrief
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RETENTION & ENGAGEMENT
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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
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ORIENTATION
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BOARD CULTURE
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PROFESSIONAL DEVELOPMENT
Trainings
Associations
Practice
leadership
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MEETING PREPARATION
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BOARD MEETING TIPS
Governance
• Board reports
• Strategic
priorities/goals
• Mission moments
• Ask questions
• Avoid
micromanagement
Facilitation
• Consent agendas
• Shared
responsibilities
• Giving
accountability
• Follow up
Participants
• Guests, Staff
• CEO
• Board members
• Honor time
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IT’S NOT ABOUT YOU
How does this serve the mission?
Does it fit our strategic goals?
What’s our capacity?
What does success look like?
Keep it high level!
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COMMUNICATION
“Change happens by listening
and then starting a dialogue,
with the people who are doing
something you don’t believe is
right.”
- Dr. Jane Goodall
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RECOGNITION
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TAKE AWAY & COMMITMENT
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Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com

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