building the bench: board recruitment and retention

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/emilydavisconsulting /AskEmilyD @SVPBoulder #nonprofit #governance BUILDING THE BENCH BOARD RECRUITMENT & RETENTION Emily Davis, MNM, CGT Emily Davis Consulting July 10, 2014

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One of the challenges in board governance is strong recruitment. How can you find the right board members? How many board members do you really need? What steps do you need to take to find the best board members for your organization? Join SVP and Emily Davis for the July workshop to learn tips, tricks, and tools for recruiting new board members including: − Learning the process for outstanding recruitment − Key questions to ask throughout recruitment − Strategies for retaining great board members Matching the passion for a mission with governance essentials will serve you, the nonprofit, and create a more engaged board of directors.

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Page 1: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

BUILDING THE BENCH BOARD RECRUITMENT & RETENTION

Emily Davis, MNM, CGT Emily Davis Consulting

July 10, 2014

Page 2: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

Follow the conversation…

@svpboulder @AskEmilyD

#governance #nonprofit #leadership

#philanthropy #Boulder

TURN ON YOUR TECH

Page 3: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

WHO AM I?

Page 4: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

60 seconds or less

Name, Org, Title

Attended Boards with

Brains? 1 question OR concern

Page 5: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

WHO HAS…

•  A recruitment process? •  A regular recruitment

schedule? •  A governance and/or

nominating committee? •  The ED/CEO leading the

process?

Page 6: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

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

10 BASIC BOARD RESPONSIBILITIES

Page 7: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

RECRUITMENT

Great board member retention begins with a great recruitment process!

Page 8: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

LEADING THE PROCESS

Page 9: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 1: TIMELINE

Month 1

Review docs & past recruitment Design self-eval

Month 2

Conduct self-eval & demo matrix Design application, interview questions & outreach messaging

Month 3

Add to website & send to networks

Month 4

Schedule & conduct interviews Invite to board meeting

Month 5

Host at board meeting Make recommendations

Page 10: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 2: EVALUATION

Page 11: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 3: APPLICATION

Page 12: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 4: OUTREACH

Page 13: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

COMMUNICATE EXPECTATIONS

Page 14: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

ALWAYS SHARE…

Page 15: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 5: VETTING CANDIDATES

Page 16: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 6: RECOMMENDATIONS

Page 17: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

STEP 7: WRAP UP

Page 18: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

RETENTION

Page 19: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

FINDING SUCCESS

Success!

Joyful leadership

Accountability

Expectations

Art Science

Page 20: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

ORIENTATION

Page 21: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

BOARD CULTURE

Page 22: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

NEXT GENERS

Gen Y, Millenials

Generation X

Page 23: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

Page 24: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

E-GOVERNANCE

EMAIL VIRTUAL MEETINGS

CLOUD SHARING POLICY

Page 25: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

COMMITTEES

Page 26: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

BOARD REPORTS

Page 27: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

ADDITIONAL MEETINGS

Page 28: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

PROFESSIONAL DEVELOPMENT

Trainings  Associa,ons  

Practice leadership

Page 29: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

CONFLICT MANAGEMENT

Page 30: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

WHAT MAKES ‘EM TICK

• Always YES • Wants to help everyone & everything

• Caution!

OVER-COMMITTED

• Needs lots to stay engaged

• Don’t let them sit around

BUSY, BUSY, BUSY

• Verbal & print

• Use titles & acknowledgment

LIKES RECOGNITION

• Stays focused & on track • Great for events • May get discouraged by others’ lack of support

ORGANIZER

• Lots of ideas for improvement

• Pair with an Organizer to keep things moving

CREATIVE

*Abigail Harmon

Page 31: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

RECOGNITION

Page 32: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

ARE YOU READY TO ROCK?

What is ONE thing you will take towards your

board recruitment or retention practices?

Page 33: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

Page 34: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

Books for sale & signing with a 30% discount:

$34.95 for nonprofits

Credit card &

check

DRAWING & SIGNING!

Page 35: Building the Bench: Board Recruitment and Retention

/emilydavisconsulting /AskEmilyD

@SVPBoulder #nonprofit #governance

Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com emilydavisconsulting.com/blog