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Recruiting Your Best Board Members Laura Gassner Otting, Founder and President Lisa Catapano, JD, Managing Associate Nonprofit Professionals Advisory Group LLC October 20, 2010 Use Twitter Hashtag #npweb Special Thanks To Our Sponsors

Recruiting Your Best Board Members

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Many boards are built socially instead of strategically. Yet, inability to bring a diversity of opinions, a much-needed skill set, a wider network of friends, or a broader access to funds is often what holds many nonprofits from reaching their ultimate potential. A professionally recruited board can be an organization's biggest champion, bench, and friend. This webinar will teach you how to apply the tried-and-true methods of executive search to your next nonprofit board member search.

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Page 1: Recruiting Your Best Board Members

Recruiting Your

Best Board Members

Laura Gassner Otting, Founder and President

Lisa Catapano, JD, Managing Associate

Nonprofit Professionals Advisory Group LLC

October 20, 2010

Use Twitter Hashtag #npweb

Special Thanks To Our Sponsors

Page 2: Recruiting Your Best Board Members

A Proud Sponsor of NonprofitWebinars.com

Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it.

Page 3: Recruiting Your Best Board Members

Today’s Speakers

Hosting: Sam Frank, Synthesis Partnership

Assisting with chat questions: Chris Dumas, FirstGiving

Lisa Catapano, JD, Managing Associate

Nonprofit Professionals Advisory Group

[email protected]

866-903-3182

Laura Gassner Otting, President

Nonprofit Professionals Advisory Group

[email protected]

617-527-9661

Page 4: Recruiting Your Best Board Members

What is the Purpose of a Board?

Overview

Legal and Fiduciary

Operating in Accordance with Mission

Compliance with Tax-Exempt Status

Exercise Duty of Care

Protecting Assets

Fund-raising

Individual Donations

External Advocacy/Solicitation

Events

Oversight

Moderating Management Powers

Hiring and Removing Chief Executive

Constituency Representation

Voice in Governance

Voting

Page 5: Recruiting Your Best Board Members

What is the Responsibility of

a Board Member?

Fulfill Mission and Purpose

Hiring/Support/Performance Assessment of Chief Executive

Planning and Resources Management

Setting Strategy/Providing Support for Programs & Services

Enhancing Public Standing

Recruiting Board Members/Assess Board Performance

Overview

Page 6: Recruiting Your Best Board Members

What Motivates Board Members? Pitfall

#2

Mission

Social Impact

Career Transition (For-profit to Non-profit Sector)

Personal Connection

Professional Growth

Career Fulfillment

Networking

Page 7: Recruiting Your Best Board Members

Wooing Board Members Pitfall

#3

Identify Motivating Factors

Market to Motivators

Make Personal Connections/Tell Compelling

Stories

Meet Existing Board Members with Shared

Motivators

Page 8: Recruiting Your Best Board Members

Executive Search:

An Overview Search

101

1. Scoping the Position

2. Building a Diverse Pool

3. Making Wiser Choices

4. Checking Your Instincts

5. Getting to Yes!

6. Onboarding

Page 9: Recruiting Your Best Board Members

Evaluating the New Terrain Scoping

the

Position

Knowing Exactly Who You Are Recruiting

Key Position is Open

Opportunity for Strategic Reflection and Redirection

Reassess to Position Fill the Shoes

Stagnate Thrive!

Page 10: Recruiting Your Best Board Members

Where You Go is Determined

by Where You Are Building

a Deep

Pool

Primary Recruiting Priorities:

Age: 30-39

Ethnicity: AA, Latino, Foreign Born

Sector: Education/Child Dev

Interests/Knowledge: Program

Secondary Recruiting Priorities:

Age: 60-69

Sector: Nonprofit, FR, EdAdmin

Interests/Knowledge: Legal, HR,

Technology

Page 11: Recruiting Your Best Board Members

Getting What You Pay For Vetting

Process

Interview Board Candidates Consider Your Role Ask Good Questions Understand and Articulate the Value Proposition Determine Alignment of Expectations Conclude Well

Reference Checking Board Candidates

Uncover All Sides of the Story Get the Reference Talking Turn Over Every Rock with Private Investigation

Page 12: Recruiting Your Best Board Members

Protecting Your Investment

The Search is Over! Or, Is It?

Hiring Managers: Making the Candidate Feel Welcome Business cards, welcome gift, lunch with coworkers Board: Setting Benchmarks for Success A month or two into tenure, develop benchmarks together. Check in regularly on progress, road blocks, successes. Taking Responsibility What is YOUR role?

On

boarding

Page 13: Recruiting Your Best Board Members

Resources

Please see our Article Library at:

http://www.NonprofitProfessionals.com

http://www.BoardSource.org

Blue Avocado Newsletter

Page 14: Recruiting Your Best Board Members

Find the listings for our current season of webinars and register at

NonprofitWebinars.com

Chris Dumas [email protected]

707-812-1234

Special Thanks To Our Sponsors