Board Recruitment & Cultivation. Cindy Cheatham Good Advisors LLC

Transcription

1 Board Recruitment & Cultivation Cindy Cheatham Good Advisors LLC 1

2 Agenda Board Recruitment Cycle Overview Experience Sharing Baltimore Christopher Dyckman Your Experience 2

3 Objectives Ultimate Goal: Increase your Skill and Motivation to Recruit the Right Board with the Right Process & Expectations Increase knowledge of how to develop a Board recruitment package Increase knowledge of creating a Board development matrix to create a strong board with the optimal skills, influence, personal characteristics and demographics Increase skill in conducting Board sphere of influence mapping to grow your reach Increase knowledge of conducting board recruitment key stakeholder interviews and focus groups 3

4 Board Research Over half, 58%, of nonprofit leaders report that it is difficult to recruit new members. (2012 BoardSource Nonprofit Governance Index) Only 73% of chief executives state that they have the right board members to effectively govern their organizations. Leading with Intent 2015: A National Index of Nonprofit Board Practices 4

5 Board Recruitment Cycle Prepare Nominate & Elect Quality Board Member Identify Cultivate 5

6 Board Recruitment Cycle Prepare Nominate & Elect Quality Board Member Identify Cultivate 6

7 Governance/Nominating Committee Objectives: To review and amend Board Matrix To liaise with the Board of Directors To advise on possible candidates for the Board To present a slate for the Board To ensure annual self-evaluation To plan ongoing governance educational opportunities 7

8 Board Recruitment Packages Before beginning the recruitment process updated board member job description a board member letter of agreement summary of strategic plan priorities mission statement and major programs description brief history and impact on community Brief summary of the candidate review and selection process Have established policies regarding term limits, conflicts of interest, the process and criteria for re-nomination to the board removing a board member board s role in fundraising. 8

9 Strategic Questions for Board Development 1. What are your organization s strategic goals and what will it take to get there? 2. What skills sets or attributes of board members will be critical to implement your plan? 3. What are the Board s strengths and weaknesses? How are they aligned to help your organization achieve its goals? 4. Having outlined the strategic goals and how the existing board fits to meet those goals, what role and responsibility gaps begin to emerge? 9

10 The Board Matrix Skills Competencies Intellectual Capital Social/Relationship Capital Political/Reputational Capital Qualities Personal Demographics Committee Memberships 10

11 Discussion Discuss Toolbank USA matrix How is this or a version of a matrix useful? What have you found most helpful to prepare you to target and to identify the right types of skills, attributes and characteristics for board candidates? Recruitment prepration? What will you to improve in the area of board recruitment preparation? 11

12 Board Recruitment Cycle Prepare Nominate & Elect Quality Board Member Identify Cultivate 12

13 Recruiting Board Members How do you identify board candidates? Start with your dedicated and active volunteers Consider your donors and partners Ask your current board and staff for nominations or recommendations Reach out to those beyond your nonprofit, like youth, or people in business or from other organizations Communicate the fact that you re recruiting board members through multiple channels, like your newsletter, word of mouth, board recruitment announcement, and media Contact local organizations, like some United Way chapters and volunteer centers, that teach people how to be effective board members, then match them with nonprofits who need them Use board or volunteer recruitment web sites (see handout) 13

14 Sphere of Influence Mapping 3) You know of a potential source but not a specific contact 2) You Know Someone Who Knows Someone 1) Someone You Know Priority Attribute or Characteristic 14

15 Sphere of Influence Mapping 3) American Marketing Association- Atlanta Chapter 2) Ann Cramer (IBM) 1) Mark Dvorak Marketing Professional 15

16 Sphere of Influence Mapping Pass out 10 post-its Everyone comes up with at least 5 no matter how creative you have to be Name of Potential Source & Affiliation/Company Influence Level (1-3) Can add a + or - Your Name 16

17 Sphere of Influence Mapping Attribute

18 Sphere of Influence Mapping Attribute

19 Sphere of Influence Mapping Collect, Review and Prioritize all 1 s Collect & review all 2 s Look for Connections between 1 s & 2 s Prioritize 2 s Collect & Review all 3 s Look for Connections between 1 s, 2 s & 3 s Prioritize 3 s 19

20 Board Recruitment Interviews & Focus Groups Identify individuals who are highly networked or connected in your community Conduct individual or group interviews (groups up to 7) Present Board Matrix Priorities Brainstorm candidates for cultivation 20

21 Baltimore Experience Christopher Dyckman, Board Chair Process Results 21

22 Board Recruitment Cycle Prepare Nominate & Elect Quality Board Member Identify Cultivate 22

23 Cultivate Keep an eye out regularly for talent and natural connections of people or organizations to the mission and formally or informally explore their interest in future volunteer engagement Engage influencers to seek introductions Conduct background research on candidate interests Ask advice about building a high functioning board that supports your organization s mission and strategic priorities Listen Thank 23

24 Cultivation Discussion What other ways do you/can you identify or cultivate future Board members? Information Experiences Introductory tour Invitation to a major mission event Board Friendraising for talent and/or support Personal connections SHARED PASSION FOR THE MISSION What can you commit to doing to improve in this area in the next 12 months? 24

25 Board Recruitment Cycle Prepare Nominate & Elect Quality Board Member Identify Cultivate 25

26 Interviewing Formal Candidates How passionate are you about our cause? What motivates you as a volunteer? How much time can you give to us? What expectations do you have from the management of organizations on whose boards you serve? What are your personal or professional aspirations that could be enhanced by service on our board? What professional or personal constraints on your time or service might you anticipate? 26

27 Interviewing Formal Candidates Are you willing to make a financial commitment that is significant for you? Of what importance to you is social interaction with other board members? How do you feel about performance evaluations of individual board members and boards as a group? As you think about the three primary board roles ambassador, advocate, and asker in which role(s) do you think you will want to be most active? 27

28 Nominations Formal Expression of Interest (application? letter? ? verbal?) Resume Interview Background check Committee recommendation Board action 28

29 Questions/Concerns? Cindy Cheatham, Good Advisors, LLC and Get connected: 29

30 Board Matrix Worksheet Board Member 1 Board Member 2 Total Members Areas of Expertise/Leadership Qualities Administration/Management 0 Early stage organizations/start ups 0 Financial oversight 0 Fundraising 0 Government 0 Investment management 0 Law 0 Leadership skills/motivator Marketing, public relations 0 Human resources 0 Strategic planning 0 Physical plant (architect, engineer) 0 Real estate 0 Understanding of community needs 0 Technology 0 Other 0 Resources Money to give 0 Access to money 0 Access to other resources (foundations, corporate support) 0 Availability for active participation (solicitation visits, grant writing) 0 Community Connections Religious organizations 0 Corporate 0 Education 0 Media 0 Political 0 Philanthropy 0 Small business 0 Social services 0 Other 0 Personal Style Consensus builder 0 Good communicator 0 Strategist 0 Team member Visionary 0 Age Under Over 65 0 Gender Male 0 Female 0 Race/Ethnicity African American/Black 0 Asian/Pacific Islander 0 Caucasian 0 Hispanic/Latino 0 Native American/Indian 0 Other 0 Excerpted from The Board Building Cycle: Nine Steps to Finding, Recruiting, and Engaging Nonprofit Board Members, Second Edition, by Berit M. Lakey. BoardSource, 2007.

31 BOARD RECRUITMENT ANNOUNCEMENT The Georgia Coalition Against Domestic Violence is a nonprofit corporation with 501(c)(3) tax exempt status working to eliminate domestic violence, improve services for current survivors, and create a culture that says to survivors that they are not alone. GCADV is adding to its Board of Directors, through a deliberate recruitment process focused on specific skills, backgrounds and geographic locations, to support the continued growth and development of the organization. Here is what our board members have to say: I am excited to be a member of this Board, especially knowing the attention and time you have invested I also want to just thank you for inviting me to be a board member in the first place. I could not have imagined the difference this would have made in my life. How lucky are we to have found (the staff) who have made being a part of GCADV a privilege. If you are considering donating your time and talents to make a difference in the lives of abused women and children, and want to improve services, increase public awareness and create social change, then GCADV would like you to consider joining our board of directors. GCADV is recruiting board members with skills in the areas of nonprofit fundraising, operations and technology, and marketing and communications. MISSION: GCADV brings together member agencies, allied organizations and supportive individuals who are committed to ending domestic violence. Guided by the voices of survivors, we work to create social change by addressing the root causes of this violence. GCADV leads advocacy efforts for responsive public policy ad fosters quality, comprehensive prevention and intervention services throughout Georgia. COMMITMENT: 2 year term begins July 1, 2012 Quarterly Board Meetings Participation on at least 1 Committee Personal Financial Contribution and Participation in Raising Funds Provide Overall Governance and Strategic Direction To be considered for this board of directors, please send a resume or bio with a short paragraph describing your interest and what you believe you can contribute by February 29, 2012 to: Anna Blau, Board Nominating Chair at iwh@bellsouth.net