This document provides guidance on recruiting effective nonprofit board members. It outlines a seven step process for board recruitment: 1) establishing a governance committee, 2) defining expectations, 3) researching prospects, 4) creating recruitment documents, 5) outreach, 6) selection, and 7) orientation. Key qualities for board members include commitment to the mission, fundraising ability, and diversity. The presentation emphasizes identifying strengths and needs, engaging in constructive dialogue, and quickly orienting and engaging new members.
We are excited to show you the Berkeley Board Fellows Kickoff Event slides. This is an opportunity for Board Fellows and Board Mentors to meet one another, hear from current and past program participants, learn best practices and ask questions.
Berkeley Board Fellows places grad students as members of nonprofit boards of directors for one academic year. It is the largest Board Fellows program in the country and is co-sponsored by Haas Net Impact student group. Visit http://bit.ly/boardfellows
Connected webinars, rise at gates foundation & vertical developmentCharles Palus
THE CONNECTED WEBINAR SERIES 2017-2018
http://cop.ccl.org/connected/connect/webinar-archive/
Vertical Development Ideas into Action: The RISE Approach to Leadership Development at the Bill & Melinda Gates Foundation. Kara Laverde (Deputy Director, People & Organization Potential, The Bill & Melinda Gates Foundation) talks about how they use the framework of vertical leadership development as both “spotlight” and “scaffold” in developing their people and promoting positive culture change. View the Gates Foundation white paper, Lead Your Culture or Your Culture Will Lead You. www.ccl.org/wp-content/uploads/2016/02/Gates-Ftdn.pdf
We are excited to show you the Berkeley Board Fellows Kickoff Event slides. This is an opportunity for Board Fellows and Board Mentors to meet one another, hear from current and past program participants, learn best practices and ask questions.
Berkeley Board Fellows places grad students as members of nonprofit boards of directors for one academic year. It is the largest Board Fellows program in the country and is co-sponsored by Haas Net Impact student group. Visit http://bit.ly/boardfellows
Connected webinars, rise at gates foundation & vertical developmentCharles Palus
THE CONNECTED WEBINAR SERIES 2017-2018
http://cop.ccl.org/connected/connect/webinar-archive/
Vertical Development Ideas into Action: The RISE Approach to Leadership Development at the Bill & Melinda Gates Foundation. Kara Laverde (Deputy Director, People & Organization Potential, The Bill & Melinda Gates Foundation) talks about how they use the framework of vertical leadership development as both “spotlight” and “scaffold” in developing their people and promoting positive culture change. View the Gates Foundation white paper, Lead Your Culture or Your Culture Will Lead You. www.ccl.org/wp-content/uploads/2016/02/Gates-Ftdn.pdf
The array of foundations can be distilled into two categories – operational and grantmaking foundations. Grantmaking foundations, whether private or community, have unique demands on their missions and their boards. Healthy and intentional governance leadership at foundations, like any nonprofit organization, is essential for successful service to the mission.
Whether you are part of a family foundation, a corporate foundation, or your local community foundation, join this webinar to take a closer look at governance essentials for grantmaking foundation boards and learn how to set the board up for success. We will explore key findings from Leading With Intent, BoardSource’s governance index, to identify trends in foundations’ board performance and impact. Combining current trends with established best practices in governance, learn what is needed for your board to thrive.
Experience Explorer Introduction by Anand Chandrasekar and Meena WilsonCharles Palus
Please join us and our guests Anand Chandrasekar and Meena Wilson. Sponsored by Labs@CCL. Meena and Anand will update us with best practices and the latest developments in using Experience Explorer. More on EE at www.ccl.org/Experience . EE is based on the CCL Lessons of Experience research. Experience Explorer™ equips a facilitator with a simple, energizing tool to help managers explore their most memorable workplace experiences and what they learned about leadership from those experiences. This tool is based on proven research and offers the opportunity to accelerate leadership development – enhancing leaders’ ability to learn from experience at all levels. Experience Explorer™ is much more than a personal inventory of experiences and lessons. It emphasizes the specific types of experiences and dimensions of lessons identified by CCL research as common to leading in organizations. A coach or consultant facilitating Experience Explorer with multiple leaders or a classroom instructor facilitating an educational session will need to provide each leader or student with a personal card deck.
Board members play an essential role as fundraisers and ambassadors for their organizational missions. As the biggest champions for the organization, they are models for financial support — fostering confidence in other current and potential donors.
There is much more to fundraising campaigns than “the ask,” however. Join us to learn how to leverage the board member ambassador role to effectively ensure financial resources for your organization. In this session, we will explore specific tools and strategies that go beyond the elevator pitch and raise money.
The webinar will provide participants with information on:
• The fundraising process
• The role of the board in fundraising
• Strategies for serving as an ambassador to raise funds
• Shared leadership responsibilities between board and staff
Nonprofit Governance Practices and Structures that Work: Shared Leadership, O...Emily Davis Consulting
Presented for Nonprofit Day Conference 2019 (Colorado Springs)
During this session, dive deeper into the practices of high performing boards such as constructive partnership, effective committee and organizational structure, and tips for meeting facilitation. Identify specific ways to sharpen the governance tools in your toolbox to make board work more intentional and rewarding.
Seeing and assessing leadership culture Charles Palus
With Sarah Stawiski, Chuck Palus, & John McGuire
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We define the basic terms, and share the background of theory and practice
We review and experience several practical tools for seeing, assessing, and transforming leadership culture
We look at case studies, with implications for your own context
What is the CONNECTED Community, and why is relational leadership important? Click here for resources http://cop.ccl.org/connected/
Webinar Presentation: Why Community Leadership MattersRECODE
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What is leadership, and why does it matter to communities, societies and nations?
Webinar with Mount Royal University's James Stauch and Lesley Cornelisse to discuss their recently released report Strengthening Community Leadership Learning: Results of a Canada-wide research project on leadership learning for social change. James and Lesley discuss their research into Canadian leadership development programs as they relate to community development, social innovation, environmental systems, and social change.
More info: re-code.ca/en/whats_happening/159
A mini-workshop with an actual case study on how the International Sign Association (ISA)
worked with 16 affiliated local sign associations in significantly changing ISAʼs governance,
membership and financial structures, including reducing their board of directors by half and
altering ISAʼs relationship with local sign organizations.
Lori Anderson, President & CEO, International Sign Association
John Allen, Executive Vice President, Allen Industries
Patti King, Executive Director, Arizona Sign Association
Glenn Tecker, Chairman and Co-CEO, Tecker International
David Livingston Styers, Director, Consulting Services & Senior Board Governance Consultant.The Center for Volunteer and Nonprofit Leadership
Do you need new board members or more diverse board members? This lively, interactive workshop will cover the basics of effective board recruitment, and is designed for board members and ED's. David's session will cover practical tips for needs assessment, candidate profile development, interviewing, and recruiting.
Is your association struggling to recruit volunteers? Every action you take influences your members decision to volunteer, become active, stay engaged and return again next year. Volunteer Victories come to those who ask, delegate, and appreciate. Plan for your personal volunteer victory in this interactive session.
Define what it means to be an effective volunteer and board member
Identify how to retain volunteers by delegating tasks that are meaningful and contribute
Create customized ongoing appreciation plans that will grow your volunteer bases for year to come
How to setup and manage international content marketingMarcin Chirowski
Developing a content marketing strategy for one market is challenging enough, but doing it in multiple countries and languages takes the challenge to a new level. In attached slides you can find a presentation that I've presented at ISS 2014 conference.
The array of foundations can be distilled into two categories – operational and grantmaking foundations. Grantmaking foundations, whether private or community, have unique demands on their missions and their boards. Healthy and intentional governance leadership at foundations, like any nonprofit organization, is essential for successful service to the mission.
Whether you are part of a family foundation, a corporate foundation, or your local community foundation, join this webinar to take a closer look at governance essentials for grantmaking foundation boards and learn how to set the board up for success. We will explore key findings from Leading With Intent, BoardSource’s governance index, to identify trends in foundations’ board performance and impact. Combining current trends with established best practices in governance, learn what is needed for your board to thrive.
Experience Explorer Introduction by Anand Chandrasekar and Meena WilsonCharles Palus
Please join us and our guests Anand Chandrasekar and Meena Wilson. Sponsored by Labs@CCL. Meena and Anand will update us with best practices and the latest developments in using Experience Explorer. More on EE at www.ccl.org/Experience . EE is based on the CCL Lessons of Experience research. Experience Explorer™ equips a facilitator with a simple, energizing tool to help managers explore their most memorable workplace experiences and what they learned about leadership from those experiences. This tool is based on proven research and offers the opportunity to accelerate leadership development – enhancing leaders’ ability to learn from experience at all levels. Experience Explorer™ is much more than a personal inventory of experiences and lessons. It emphasizes the specific types of experiences and dimensions of lessons identified by CCL research as common to leading in organizations. A coach or consultant facilitating Experience Explorer with multiple leaders or a classroom instructor facilitating an educational session will need to provide each leader or student with a personal card deck.
Board members play an essential role as fundraisers and ambassadors for their organizational missions. As the biggest champions for the organization, they are models for financial support — fostering confidence in other current and potential donors.
There is much more to fundraising campaigns than “the ask,” however. Join us to learn how to leverage the board member ambassador role to effectively ensure financial resources for your organization. In this session, we will explore specific tools and strategies that go beyond the elevator pitch and raise money.
The webinar will provide participants with information on:
• The fundraising process
• The role of the board in fundraising
• Strategies for serving as an ambassador to raise funds
• Shared leadership responsibilities between board and staff
Nonprofit Governance Practices and Structures that Work: Shared Leadership, O...Emily Davis Consulting
Presented for Nonprofit Day Conference 2019 (Colorado Springs)
During this session, dive deeper into the practices of high performing boards such as constructive partnership, effective committee and organizational structure, and tips for meeting facilitation. Identify specific ways to sharpen the governance tools in your toolbox to make board work more intentional and rewarding.
Seeing and assessing leadership culture Charles Palus
With Sarah Stawiski, Chuck Palus, & John McGuire
Join us for a conversation about seeing and assessing leadership culture. In the previous webinar we explored how leadership culture is key to change leadership. This week we take a closer look at leadership culture: What it is, how to see it, and how to engage and begin to transform it.
We define the basic terms, and share the background of theory and practice
We review and experience several practical tools for seeing, assessing, and transforming leadership culture
We look at case studies, with implications for your own context
What is the CONNECTED Community, and why is relational leadership important? Click here for resources http://cop.ccl.org/connected/
Webinar Presentation: Why Community Leadership MattersRECODE
Wednesday July 6 at 12:00pm
What is leadership, and why does it matter to communities, societies and nations?
Webinar with Mount Royal University's James Stauch and Lesley Cornelisse to discuss their recently released report Strengthening Community Leadership Learning: Results of a Canada-wide research project on leadership learning for social change. James and Lesley discuss their research into Canadian leadership development programs as they relate to community development, social innovation, environmental systems, and social change.
More info: re-code.ca/en/whats_happening/159
A mini-workshop with an actual case study on how the International Sign Association (ISA)
worked with 16 affiliated local sign associations in significantly changing ISAʼs governance,
membership and financial structures, including reducing their board of directors by half and
altering ISAʼs relationship with local sign organizations.
Lori Anderson, President & CEO, International Sign Association
John Allen, Executive Vice President, Allen Industries
Patti King, Executive Director, Arizona Sign Association
Glenn Tecker, Chairman and Co-CEO, Tecker International
David Livingston Styers, Director, Consulting Services & Senior Board Governance Consultant.The Center for Volunteer and Nonprofit Leadership
Do you need new board members or more diverse board members? This lively, interactive workshop will cover the basics of effective board recruitment, and is designed for board members and ED's. David's session will cover practical tips for needs assessment, candidate profile development, interviewing, and recruiting.
Is your association struggling to recruit volunteers? Every action you take influences your members decision to volunteer, become active, stay engaged and return again next year. Volunteer Victories come to those who ask, delegate, and appreciate. Plan for your personal volunteer victory in this interactive session.
Define what it means to be an effective volunteer and board member
Identify how to retain volunteers by delegating tasks that are meaningful and contribute
Create customized ongoing appreciation plans that will grow your volunteer bases for year to come
How to setup and manage international content marketingMarcin Chirowski
Developing a content marketing strategy for one market is challenging enough, but doing it in multiple countries and languages takes the challenge to a new level. In attached slides you can find a presentation that I've presented at ISS 2014 conference.
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Practical & insight view into what it takes to build an international blog to boost SEO. Step by step approach, combined with the practical case study. How I've built from scratch a blog platform in 12 languages that is now generating over 1,000,000 Unique Visitors per month of pure SEO traffic.
Succession planning is the right people at the right time doing the right work. In this podcast and presentation from the 2013 NAFCU Annual Conference, Deedee and Peter discuss how you can develop a strategic organization successional plan to ensure the successful transition of key leadership for your credit union. This session covers an overview and best practices, levels and types planning, board evaluation, behind the scenes conversions, and the integration of board succession planning with CEO succession planning.
Nonprofit Insights: Building a Future-Friendly Nonprofit BoardVolunteerMatch
Your board plays a critical role in overseeing your organization's mission, finances and strategic direction. So it's equally critical that these board members are supportive of the changes in tools and practices necessary to help your organization stay relevant and viable in today's rapidly changing world.
For the March 2014 Nonprofit Insights webinar hosted by VolunteerMatch focused on how to cultivate, engage and retain great board members that are "future-friendly." Jenifer Holland, Director of Consulting at BoardSource, shared best practices and strategies for finding and engaging the best board members for your organization. We were also joined by Shayla Price, Executive Director for the National Search Dog Alliance, who shared her first-hand experience working with boards from the nonprofit side, as well as serving as a board member herself.
Wondering how to build a board that will support your organization as it moves forward into the future? This webinar will provide ideas and strategies so you'll never need to "fight" your board for change again.
This was the presentation I did at the most recent 2009 BoardSource Leadership Forum(BoardSource Annual Meeting) that received the highest ratings of any presentation at the entire conference.
Engaging HR & Marketing Employees in Nonprofit Board Service Taproot Foundation
We heard from HR professionals. We heard from marketing professionals. They want to use their skills to make a difference in their communities. Is your company ready to respond?
- 87% of HR professionals and 92% of marketing professionals surveyed expressed interest in nonprofit board service
- Board service can offer employees invaluable professional development experience in addition to amplifying the strategic impact of your company’s community investment goals
Of all the ways you can engage your employees in the community, pro bono and board service hold the greatest potential for deep impact.
Check out this presentation to learn more about ways your HR & Marketing professionals can drive impact for a nonprofit board.
For more information, check out: http://www.taprootfoundation.org/leadprobono/board_service.php
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Slides from a panel I moderated about running highly effective board meetings. I implemented many of these ideas into the board I now chair. It definately had a positive affect.
The presentation was made during the Community Service Public Relations Council's annual Spectrum Conference on May 20, 2014.
Program Description: Are you new to a leadership position? Do you aspire to take on a leadership role in your organization?
Do you want to be a better leader or improve your leadership skills? We will provide a “buffet” of
leadership elements to help you improve your capacity to lead. View the selections and sample small
portions on communicating, resolving conflict, project planning and management, goal setting, and
listening. You might have more of an appetite for some offerings and less for others, but there will be
something to satisfy everyone’s hunger for successfully leading themselves, a team, or organization.
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Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
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As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
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In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
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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
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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