Transcript
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


Top Related