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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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/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
BUILDING THE BENCH BOARD RECRUITMENT & RETENTION
Emily Davis, MNM, CGT Emily Davis Consulting
July 10, 2014
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
Follow the conversation…
@svpboulder @AskEmilyD
#governance #nonprofit #leadership
#philanthropy #Boulder
TURN ON YOUR TECH
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
WHO AM I?
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
60 seconds or less
Name, Org, Title
Attended Boards with
Brains? 1 question OR concern
/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?
/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
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
RECRUITMENT
Great board member retention begins with a great recruitment process!
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
LEADING THE PROCESS
/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
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 2: EVALUATION
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 3: APPLICATION
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@SVPBoulder #nonprofit #governance
STEP 4: OUTREACH
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@SVPBoulder #nonprofit #governance
COMMUNICATE EXPECTATIONS
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@SVPBoulder #nonprofit #governance
ALWAYS SHARE…
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 5: VETTING CANDIDATES
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
STEP 6: RECOMMENDATIONS
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@SVPBoulder #nonprofit #governance
STEP 7: WRAP UP
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
RETENTION
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
FINDING SUCCESS
Success!
Joyful leadership
Accountability
Expectations
Art Science
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
ORIENTATION
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@SVPBoulder #nonprofit #governance
BOARD CULTURE
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@SVPBoulder #nonprofit #governance
NEXT GENERS
Gen Y, Millenials
Generation X
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@SVPBoulder #nonprofit #governance
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
E-GOVERNANCE
EMAIL VIRTUAL MEETINGS
CLOUD SHARING POLICY
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@SVPBoulder #nonprofit #governance
COMMITTEES
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@SVPBoulder #nonprofit #governance
BOARD REPORTS
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@SVPBoulder #nonprofit #governance
ADDITIONAL MEETINGS
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
PROFESSIONAL DEVELOPMENT
Trainings Associa,ons
Practice leadership
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@SVPBoulder #nonprofit #governance
CONFLICT MANAGEMENT
/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
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
RECOGNITION
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
ARE YOU READY TO ROCK?
What is ONE thing you will take towards your
board recruitment or retention practices?
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
Books for sale & signing with a 30% discount:
$34.95 for nonprofits
Credit card &
check
DRAWING & SIGNING!
/emilydavisconsulting /AskEmilyD
@SVPBoulder #nonprofit #governance
Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 emily@emilydavisconsulting.com
emilydavisconsulting.com emilydavisconsulting.com/blog
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