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Recruiting Effective Board Members

                                                            A Presentation at the
                                 Support Center for Nonprofit Management
                                                         Growth for Good
                                               Building Strength in Organizations
                                                                  January 16, 2013




                                                                         www.GrowthforGood.com


                                                                                           1




                     About Us
Growth for Good provides strategic planning, fundraising, government
relations, marketing and communications expertise so that organizations can
focus on what they do best: good work.

Our goal is to strengthen our clients’ abilities to effectively and efficiently serve
their missions. We have worked with many relevant non-profits, including:




                                                                                           2




Today, you will learn:

• How to identify the strengths and deficits of your current board

• Strategies for engaging in constructive dialogue about
     recruiting new members

• The seven essential steps to Board recruitment

• Effective ways to quickly orient and engage new board members




                                                                                           3
“Getting the right people on the bus”



                                           “The main point is to first get the
                                            right people on the bus (and the
                                           wrong people off the bus) before
                                           you figure out where to drive it.”

                                                 ~ Jim Collins, Good to Great




                                                                                 4




Who will be on your Leadership Team?

You need a posse, not a lone ranger!

High-performing organizations share authority.
Everyone becomes a community builder.

So, who is on the Governance team?




                                                                                 5




Building a Leadership Team

Realizing Potential


              “Show me a nonprofit staff that drives fundraising and
                   does not fully engage the board of directors, and
                            I will show you an institution suffering a
                                severe case of unrealized potential.”

                  ~ Reynold Levy, author of Yours for the Asking, and
                  President of Lincoln Center for the Performing Arts



                                                                                 6
Who is on your Board?

Consider your Leadership Mix
•   Founder, family & friends (follow the leader) vs.
    governing board (following vs. leading)
•   Team Matrix – diverse skill sets,
    management styles and backgrounds

Activity #1: Board Matrix




                                                                7




Important Qualities of Board Chair (and all Board members!)
     Integrity
     Independence
     Mature Confidence
     Corporate Manners
     A Sense of Context
     Courage
     Commitment



Source: Howard Berman, Making a Difference




                                                                8




Ideal Qualities of a Board Member
Directors should be considered based on:

•   Commitment to the mission and interest in the programming
•   Ability to influence others
•   Willingness to give at a personally significant level
    – should be in the Board Members’ top three charities
•   Eagerness to actively fundraise
•   Past board experience
•   Enthusiasm to share professional skills/background
•   Diversity




                                                                9
Critical Factors & Best Practices

 • Prior board experience is the best predictor of a person’s ability
   to be an effective board member in an organization

 • Increasing the size of the board to 25+ can help to ensure the
   board reflects the diversity of your community

 • Every board member and donor must
  have the ABC’s of Giving



 ACTIVITY #2: ABC Hangman



                                                                        10




ABC’s of Giving:

•       Ability
•       Belief
•       Connection




                                                                        11




    Committee Structures
    •   Executive
    •   Finance
    •   Governance/Nominating/Board Development
    •   Resource Development
    •   Program
    •   Facilities




                                                                        12
Breakout within Committees
    Chair: Big picture visionary, strong people skills,
    patient and honest

    Vice-Chair: Collaborative, stays in touch with
    members makes sure all voices are being heard

    Members: Good judgment of character,
    personable, and positive




                                                          13




HOW – Seven Steps to Board Recruitment
1.    Governance/Nominating Committee
2.    Expectations
3.    Prospect Research & List
4.    Recruitment Documents
5.    Board Member Outreach
6.    Selection Process
7.    Orientation/Welcome!




                                                          14




HOW – Seven Steps to Board Recruitment

Step # 1 Governance/Nominating Committee

•   Establishes criteria for board service
•   Finds and recommends new members
•   Recommends officer and committee appointments
•   Provides orientation for new members
•   Reviews performance of existing members
•   Takes a leadership role in shaping organizational
            governance




                                                          15
Seven Steps to Board Recruitment
Step #2 Expectations

Outline board member overview – “job description”

Accountability: Ensures results and excellent leadership
Strategic Vision: Sets goals and monitors process
Viability: Maintains sustainability
Advocacy: Promotes organization and its mission
Governance: Maintains highest standards




                                                                           16




Commitment to Board Members

•   Provide timely information
•   Make best possible use of assets
•   Ensure best meeting management practices
•   Respond to questions and concerns
•   Encourage feedback and criticism
•   Do utmost to be an organization of which you can be extremely proud




                                                                           17




Board Member Benefits of Service

•   Using skills to improve nonprofit, effect change, and have an impact
•   Feeling good by doing good
•   Collaborating with interesting people
•   Learning new skills
•   Enjoying being recognized for efforts
•   Wanting to give back to the community
•   Having fun



*Reference: BoardSource


                                                                           18
HOW – Seven Steps to Board Recruitment

Step #3 Prospect Research & List

• Look within for your best prospects
• Find connections: LinkedIn, Facebook, Google+
• Use free or almost free resources for
  prospect researchers to identify best prospects




                                                                19




HOW – Seven Steps to Board Recruitment
Step #4 Recruitment Documents

    •   State you organizational values
    •   Share your budget documents
    •   Be concise, engaging, informative, and inspirational!
    •   Be clear about expectations
    •   Don’t minimize the time commitment required
    •   Keep prospects informed of your progress




                                                                20




HOW – Seven Steps to Board Recruitment
Step #5 Board Member Outreach

•       Host open houses
•       Organize site visits
•       Invite to outreach events
•       Make presentations at corporations, local
        leadership and industry meetings




                                                                21
WHO – Great Ways to Find Great Board Members
•       Current volunteers and supporters
•       Network with prospective partner
•       Network with local associations: civic, alumni,
            biz, professional, etc.
•       Online board member and volunteer matching services
•       Fee-based board search services


Activity #3: Engaging Board Members



                                                                            22




    HOW – Seven Steps to Board Recruitment
    Step #6 Selection Process - Important Considerations

    •   ABCs of Philanthropy: Ability, Belief & Connection
    •   Perception and/or Implied Rejection – Be Discrete!
    •   Skill Sets: Experience & Expertise
    •   Diversity: Thought, Voice and Background
    •   Availability
    •   Influence
    •   Motivation

    Remember, not all prospective board members are right for your board.



                                                                            23




    HOW – Seven Steps to Board Recruitment
    Step #7 Orientation/Welcome!

    •   Board binder
    •   Board member mentors
    •   Orientation and ongoing engagement monitoring
    •   Feedback – monitor recruitment process,
        experience on the board and board report card




                                                                            24
HOW – Seven Steps to Board Recruitment
 1.   Governance/Nominating Committee
 2.   Expectations
 3.   Prospect Research & List
 4.   Recruitment Documents
 5.   Board Member Outreach
 6.   Selection Process
 7.   Orientation/Welcome!

                                                   “Great vision with mediocre people
                                                     still produces mediocre results.”
                                                                         ~ Jim Collins


                                                                                    25




Now What – How to Engage Quickly
1.    Assign to a Committee
2.    Tour facility and meet with staff
3.    Assign board member mentor
4.    Develop personal action plan
5.    Create board member job description
6.    Give role in meetings




                                                                                    26




Build the Foundation for an
Effective Governing Board

• This is a time-consuming, year-round, on-going process
• Always be as open about challenges and failures as
  you are about strengths and success
• Continually thank and engage everyone who shows an
  interest [7 Touches]
• Relationship building takes time and nurturing




                                                                                    27
GOOD LUCK!




             28

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Intro to Board Recruitment

  • 1. Recruiting Effective Board Members A Presentation at the Support Center for Nonprofit Management Growth for Good Building Strength in Organizations January 16, 2013 www.GrowthforGood.com 1 About Us Growth for Good provides strategic planning, fundraising, government relations, marketing and communications expertise so that organizations can focus on what they do best: good work. Our goal is to strengthen our clients’ abilities to effectively and efficiently serve their missions. We have worked with many relevant non-profits, including: 2 Today, you will learn: • How to identify the strengths and deficits of your current board • Strategies for engaging in constructive dialogue about recruiting new members • The seven essential steps to Board recruitment • Effective ways to quickly orient and engage new board members 3
  • 2. “Getting the right people on the bus” “The main point is to first get the right people on the bus (and the wrong people off the bus) before you figure out where to drive it.” ~ Jim Collins, Good to Great 4 Who will be on your Leadership Team? You need a posse, not a lone ranger! High-performing organizations share authority. Everyone becomes a community builder. So, who is on the Governance team? 5 Building a Leadership Team Realizing Potential “Show me a nonprofit staff that drives fundraising and does not fully engage the board of directors, and I will show you an institution suffering a severe case of unrealized potential.” ~ Reynold Levy, author of Yours for the Asking, and President of Lincoln Center for the Performing Arts 6
  • 3. Who is on your Board? Consider your Leadership Mix • Founder, family & friends (follow the leader) vs. governing board (following vs. leading) • Team Matrix – diverse skill sets, management styles and backgrounds Activity #1: Board Matrix 7 Important Qualities of Board Chair (and all Board members!) Integrity Independence Mature Confidence Corporate Manners A Sense of Context Courage Commitment Source: Howard Berman, Making a Difference 8 Ideal Qualities of a Board Member Directors should be considered based on: • Commitment to the mission and interest in the programming • Ability to influence others • Willingness to give at a personally significant level – should be in the Board Members’ top three charities • Eagerness to actively fundraise • Past board experience • Enthusiasm to share professional skills/background • Diversity 9
  • 4. Critical Factors & Best Practices • Prior board experience is the best predictor of a person’s ability to be an effective board member in an organization • Increasing the size of the board to 25+ can help to ensure the board reflects the diversity of your community • Every board member and donor must have the ABC’s of Giving ACTIVITY #2: ABC Hangman 10 ABC’s of Giving: • Ability • Belief • Connection 11 Committee Structures • Executive • Finance • Governance/Nominating/Board Development • Resource Development • Program • Facilities 12
  • 5. Breakout within Committees Chair: Big picture visionary, strong people skills, patient and honest Vice-Chair: Collaborative, stays in touch with members makes sure all voices are being heard Members: Good judgment of character, personable, and positive 13 HOW – Seven Steps to Board Recruitment 1. Governance/Nominating Committee 2. Expectations 3. Prospect Research & List 4. Recruitment Documents 5. Board Member Outreach 6. Selection Process 7. Orientation/Welcome! 14 HOW – Seven Steps to Board Recruitment Step # 1 Governance/Nominating Committee • Establishes criteria for board service • Finds and recommends new members • Recommends officer and committee appointments • Provides orientation for new members • Reviews performance of existing members • Takes a leadership role in shaping organizational governance 15
  • 6. Seven Steps to Board Recruitment Step #2 Expectations Outline board member overview – “job description” Accountability: Ensures results and excellent leadership Strategic Vision: Sets goals and monitors process Viability: Maintains sustainability Advocacy: Promotes organization and its mission Governance: Maintains highest standards 16 Commitment to Board Members • Provide timely information • Make best possible use of assets • Ensure best meeting management practices • Respond to questions and concerns • Encourage feedback and criticism • Do utmost to be an organization of which you can be extremely proud 17 Board Member Benefits of Service • Using skills to improve nonprofit, effect change, and have an impact • Feeling good by doing good • Collaborating with interesting people • Learning new skills • Enjoying being recognized for efforts • Wanting to give back to the community • Having fun *Reference: BoardSource 18
  • 7. HOW – Seven Steps to Board Recruitment Step #3 Prospect Research & List • Look within for your best prospects • Find connections: LinkedIn, Facebook, Google+ • Use free or almost free resources for prospect researchers to identify best prospects 19 HOW – Seven Steps to Board Recruitment Step #4 Recruitment Documents • State you organizational values • Share your budget documents • Be concise, engaging, informative, and inspirational! • Be clear about expectations • Don’t minimize the time commitment required • Keep prospects informed of your progress 20 HOW – Seven Steps to Board Recruitment Step #5 Board Member Outreach • Host open houses • Organize site visits • Invite to outreach events • Make presentations at corporations, local leadership and industry meetings 21
  • 8. WHO – Great Ways to Find Great Board Members • Current volunteers and supporters • Network with prospective partner • Network with local associations: civic, alumni, biz, professional, etc. • Online board member and volunteer matching services • Fee-based board search services Activity #3: Engaging Board Members 22 HOW – Seven Steps to Board Recruitment Step #6 Selection Process - Important Considerations • ABCs of Philanthropy: Ability, Belief & Connection • Perception and/or Implied Rejection – Be Discrete! • Skill Sets: Experience & Expertise • Diversity: Thought, Voice and Background • Availability • Influence • Motivation Remember, not all prospective board members are right for your board. 23 HOW – Seven Steps to Board Recruitment Step #7 Orientation/Welcome! • Board binder • Board member mentors • Orientation and ongoing engagement monitoring • Feedback – monitor recruitment process, experience on the board and board report card 24
  • 9. HOW – Seven Steps to Board Recruitment 1. Governance/Nominating Committee 2. Expectations 3. Prospect Research & List 4. Recruitment Documents 5. Board Member Outreach 6. Selection Process 7. Orientation/Welcome! “Great vision with mediocre people still produces mediocre results.” ~ Jim Collins 25 Now What – How to Engage Quickly 1. Assign to a Committee 2. Tour facility and meet with staff 3. Assign board member mentor 4. Develop personal action plan 5. Create board member job description 6. Give role in meetings 26 Build the Foundation for an Effective Governing Board • This is a time-consuming, year-round, on-going process • Always be as open about challenges and failures as you are about strengths and success • Continually thank and engage everyone who shows an interest [7 Touches] • Relationship building takes time and nurturing 27