USRA board recruitmentretentionmay2014
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/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
BOARD RECRUITMENT &
RETENTION THAT ROCKS!
Emily Davis, MNM, CGT Emily Davis Consulting
May 5th, 2014
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
① Your name
② Organization & role
③ 1 challenge re:
recruitment &
retention
LET’S GET STARTED…
30 SECOND CHALLENGE!
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
• Unclear expectations • Lack of commitment • Low engagement • Work load issues • Under valued • Under utilized
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
• Commit adequate resources
• Adopt a mutually-beneficial mindset
• Conduct assessments • Provide regular and
appropriate recognition
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#nonprofit #governance #leadership
BOARD CULTURE
• How would someone new experience your board culture?
• What do you want your board culture to be?
• How can you model great leadership?
• Do others inside and outside of the organization see great leadership?
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
RECRUITMENT PLAN
Preparation • Job descriptions • Letter of commitment • Board assessment • Prospect lists • Language (application,
invitations) • Point person • Outreach efforts
Application • Prep application • Deadlines • Call to action • Notification • Meeting invite • Board buddies • Decision making
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
BOARD ASSESSMENTS
• Skills & expertise • Demographics – age,
ethnicity, gender • Networks • Wealth & access to wealth • Relationship to mission
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
APPLICATION ELEMENTS
• Contact info • Professional role(s) • Education • Nonprofit experiences • Skills, background, expertise • Interest in the org • Leadership role(s) • Committee interests • Board leadership knowledge • Motivation(s) for joining
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
REACH OUT
• Current & past board members’ networks
• Staff • Volunteers • Donors • Individual, corporate, &
private donors • Government officials • Foundations
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
INTERVIEWS
• Prepare consistent questions • Interview in teams of two • Education about organization • Dialogue to determine fit • Identify any conflicts of interest • Answer candidates’ questions • Follow up on application • Confirm commitment (time,
treasure, talent) • Explain next steps
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
CANDIDATE DUE DILIGENCE
• Match candidate with assessment
• Discuss with board development committee / entire board
• Learn about work ethic, past work
• Trust your gut! • Invite final candidate(s) to a
board meeting. • Seek complete board approval
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
NOTIFICATION
• What language will you use for notification?
• How will you notify declined candidates?
• How will you notify recommended candidates?
• Explain next steps
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
EVALUATION
• Feedback from board candidates
• Debrief among entire board
• Debrief in board development committee
• Make necessary revisions / improvements
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
GREAT RETENTION = GREAT ORIENTATION
• Overview & History • Philosophy & Values • Programs & Resources • Fundraising Overview • Board Structure & Resources
– Description & Expectations – Communications – Board manual
• Letter of commitment • Committees • Board Buddies
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#nonprofit #governance #leadership
10 BASIC BOARD RESPONSIBILITIES
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
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
ROLES & RESPONSIBILITIES
1. Set Organizational Direction 2. Provide Oversight 3. Ensure Necessary Resources
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#nonprofit #governance #leadership
Legal Hat
Ambassador Hat
Volunteer Hat
HATS WE WEAR
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#nonprofit #governance #leadership
Board Leads
Shares values thru policies that put mission into action
Hires, supports, assesses ED
Opens funding resources in community
Oversees financial due diligence
Recruits & retains new board members
ED Leads
Develops/ Proposes policy questions
Hires, supervises, motivates staff
Develops & implements programs
Shared Leadership
Strategic plan
Fundraising plan & strategies
Evaluations
Prep board meetings
SHARED LEADERSHIP
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#nonprofit #governance #leadership
EFFECTIVE MEETINGS
• Time to socialize – have fun! • Mission moments • Board reports & consent agendas • Rotating responsibilities • Financial & volunteer accountability • Follow up action plans • Minutes distributed within one week • Remote meetings (with guidelines) • Always snacks, food!
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#nonprofit #governance #leadership
BOARD REPORTS
• Keep focus on governance
• Save meeting time • Share planning
responsibilities • Committee and project
reports one week in advance
• Committee name & month
• Necessary votes, board discussion items
• Goal progress related to strategic plan
• Summary of meeting discussion
• Timeline & important dates
• Next meeting
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
SHARED RESPONSIBILITIES
• Roberta’s Rules
• Mission moment
• Facilitation, time keeper
• Minutes
• Devil’s advocate
• Other?
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
PROFESSIONAL DEVELOPMENT
• Critical for success • In-services or required professional development
• Hire outside facilitator
• Examples: o Financial management
o Communications o Fundraising
o Leadership
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
GOVERNANCE COMMITTEE
• Improve the overall quality of board service & experience
• Recruitment process
• Professional development • Manage strategic planning • Organize social activities
• Evaluate
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
RECOGNITION
• Share successes • Connect successes to
board efforts • Highlight individual
board member accomplishments
• Proper recognition at term’s end
• Stay connected
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#nonprofit #governance #leadership
RESOURCES
• BoardSource • 4Good • David LaPiana • The Policy Governance
Model (Carver) • Council of Nonprofits • Roberta’s Rules of Order • A Fundraising Guide for
Nonprofit Board Members
• Nonprofit Board Answer Book
• Creating Caring and Capable Boards
• 10 Basic Responsibilities of Nonprofit Boards
• The Board Building Cycle • The Nonprofit Policy
Sampler
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 [email protected]
emilydavisconsulting.com emilydavisconsulting.com/blog