usra board recruitmentretentionmay2014
DESCRIPTION
Retaining the best board members begins with healthy recruitment, which is a big challenge for most organizations. How can you find the right board members? How many board members do you really need? How can you recruit the best “new blood” onto your board? Once you’ve got great board members how do you keep them? Learn about great retention practices to keep the board leaders you’ve worked so hard to recruit including tools for running effective meetings and understanding essential board responsibilities. From the outstanding board member to the challenging board member, learn strategies that will attract and retain fantastic leaders.TRANSCRIPT
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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
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/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!
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/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
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#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?
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/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
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/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
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
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#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
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
EVALUATION
• Feedback from board candidates
• Debrief among entire board
• Debrief in board development committee
• Make necessary revisions / improvements
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/AskEmilyD /emilydavisconsulting
#nonprofit #governance #leadership
#nonprofit #governance #leadership
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#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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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
ROLES & RESPONSIBILITIES
1. Set Organizational Direction 2. Provide Oversight 3. Ensure Necessary Resources
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
Legal Hat
Ambassador Hat
Volunteer Hat
HATS WE WEAR
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#nonprofit #governance #leadership
#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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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
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#nonprofit #governance #leadership
#nonprofit #governance #leadership
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Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 [email protected]
emilydavisconsulting.com emilydavisconsulting.com/blog