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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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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
Follow the conversation…
@svpboulder @AskEmilyD
#governance #nonprofit #leadership
#philanthropy #Boulder
TURN ON YOUR TECH
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
WHO AM I?
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
60 seconds or less
Name, Org, Title
Attended Boards with
Brains? 1 question OR concern
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/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?
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/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
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
RECRUITMENT
Great board member retention begins with a great recruitment process!
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
LEADING THE PROCESS
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/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
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 2: EVALUATION
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 3: APPLICATION
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 4: OUTREACH
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
COMMUNICATE EXPECTATIONS
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
ALWAYS SHARE…
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 5: VETTING CANDIDATES
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 6: RECOMMENDATIONS
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 7: WRAP UP
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
RETENTION
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
FINDING SUCCESS
Success!
Joyful leadership
Accountability
Expectations
Art Science
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
ORIENTATION
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
BOARD CULTURE
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
NEXT GENERS
Gen Y, Millenials
Generation X
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
E-GOVERNANCE
EMAIL VIRTUAL MEETINGS
CLOUD SHARING POLICY
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
COMMITTEES
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
BOARD REPORTS
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
ADDITIONAL MEETINGS
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
PROFESSIONAL DEVELOPMENT
Trainings Associa,ons
Practice leadership
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
CONFLICT MANAGEMENT
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/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
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
RECOGNITION
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
ARE YOU READY TO ROCK?
What is ONE thing you will take towards your
board recruitment or retention practices?
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
Books for sale & signing with a 30% discount:
$34.95 for nonprofits
Credit card &
check
DRAWING & SIGNING!
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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 [email protected]
emilydavisconsulting.com emilydavisconsulting.com/blog