The Board Building Cycle Nine Steps to Finding, Recruiting, and Engaging Nonprofit Board Members
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1 The Board Building Cycle Nine Steps to Finding, Recruiting, and Engaging Nonprofit Board Members Presented & Facilitated by: David Styers Senior Governance Consultant, BoardSource Not to be distributed or reproduced without the express permission of BoardSource.
2 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
3 Trends in Board Development Composition: From personal connections to strategic diversity Orientation: From informal to formal Education: Mission-related issues, as well as board responsibilities Evaluation: Accountability at all levels Leadership: More intentional preparation for leadership succession
4 The Board Building Cycle Identify Rotate Cultivate Evaluate Celebrate! Recruit Educate Involve Orient
5 Step 1: IDENTIFY Board Needs Skills, knowledge, perspectives, and connections, etc., needed to implement strategic plan. Board needs assessment What expertise do you have? What is missing? Identify sources of board members with the desired characteristics.
6 Step 2: CULTIVATE Potential Leaders Ask current board members, senior staff, and others to suggest potential candidates with needed characteristics. Find ways to connect with those candidates. Get them interested in your organization, and keep them informed of your progress.
7 Step 3: RECRUIT Prospects Describe why a prospective board member is wanted and needed. Explain expectations and responsibilities of board members, and don t minimize requirements. Invite questions, elicit their interest, and find out of if they would be prepared to serve. Recruit a diverse board.
8 The Board Building Cycle Identify Rotate Cultivate Evaluate Celebrate! Recruit Educate Orient Next Involve
9 Step 4: ORIENT New Members To the organization: History Programs Pressing issues Finances Facilities Structure (organization chart) To the board: Committee structure Board member responsibilities List of board members and key staff Bylaws Recent minutes
10 Step 5: INVOLVE Discover board member interests and availability. Involve them in committees or task forces. Assign them a board buddy. Solicit feedback. Hold everyone accountable. Express appreciation.
11 Step 6: EDUCATE Provide information concerning your mission area and services. Promote exploration of issues facing the organization. Hold retreats and encourage board development activities by sending board members to seminars and workshops. Don t hide difficulties.
12 The Board Building Cycle Identify Rotate Cultivate Next Evaluate Celebrate! Recruit Educate Orient Involve
13 Step 7: EVALUATE Board Evaluate the board as a whole, as well as individual board members. Examine how the board and chief executive work as a team. Engage the board in assessing its own performance. Identify ways in which to improve. Encourage individual self-assessment.
14 Step 8: ROTATE Board Members Rotate board members. Establish term limits (and enforce them!). Do not automatically re-elect for an additional term; consider the board s needs and the board member s performance. Explore the advisability of resigning with members who are not active. Develop new leadership.
15 Step 9: CELEBRATE! Recognize victories and progress even small ones. Celebrate accomplishments. Appreciate individual contributions to the board, the organization, and the community. Make room for humor and a good laugh.
16 Increased use of Governance Committees Consider a Governance Committee (instead of Nominating Committees) Promotes and provides education about the organization, field, and governance Assesses the organization s governance needs Identifies, nominates, and orients new members Conducts board self assessment Organizes the annual board retreat
17 Resources The Board Building Cycle: re.asp?item=1074 Governance Committee: re.asp?category_id=25&item=148 BoardSource Knowledge Center:
18 If you re a leader, think about the impact of your decisions on seven generations into the future. Cherokee Nation saying
19 It was great Thank you! Let us know how BoardSource can help you and your board! BoardSource 1828 L Street, N.W. Suite 900 Washington, DC Phone: Fax:
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