RECRUITMENT & DIVERSITYBill TaylorNortheast Area Community Development Educator
WHOSE RESPONSIBILITY?
DISCUSSION: City advisory boards are appointed by the City Council, after an application process. What roles do current advisory Board members have in recruiting and filling Board vacancies?
Board member rolesShare Board’s mission, vision, strategic planBe prepared to give a 5 minute description of goals & accomplishmentsUse or make opportunities to inform the public of upcoming openingsEvaluate the Board’s and individual members’ performance to determine strengths & weaknesses
Board member roles (cont.)Provide information on the types of skills needed to strengthen the BoardCultivate promising individualsEncourage/help applicants
traits & SKILLS NEEDED?
DISCUSSION:What character traits and skills should new Board members possess?
Traits & skillsTeam playerAdds to diversityVisionaryUnderstands the community and its needsHas a passion for the causeWilling to commit to the Board’s meetings, committees, planning sessions, activitiesListens well
Traits & skills (cont.)Interested & committed to planning & oversightWill speak up when sees an opportunity or threatWill leverage his or her resources to further the mission
Traits & skills (cont.)Determine what is needed to accomplish the board’s missionDevelop a job description w/ realistic expectationsSkills & experience requiredAccountability to whom? For what?Attendance expectedCommittee structure & membership requirementsGive to candidates
Why diversity?
DISCUSSION:What is board diversity? Why is it important? Who should be represented?12
diversityDiversity is to fully represent the community you serve – ethnicity, religion, age, vocation, income, gender, disability, etc.Need a variety of cultures, values, opinions, perspectivesBroadens view, generates alternatives, enhances resources, strengthens board, increases validity to the community
Diversity (cont.)“Don’t look for people who are like yourself.”Look for a variety of skills and knowledge to address your strategic priorities
Recruiting & qualifying
DISCUSSION:What process should be used to recruit and qualify new membership?16
recruitingFinding candidatesLook for program users and those with a passion for the causeAsk present board members to make suggestionsMaintain a list of possible candidatesMake face-to-face appointments w/ individuals who will understand how different groups respondTalk to them about being a Board member to represent their group
Recruiting (cont.)Finding candidates (cont.)At end of interview, ask for names of 2 more who might be interestedInvite the interviewee to the next meetingDon’t let possibility of “no” stop you from asking
Recruiting (cont.)Establish your criteria for the positionRecruit a prospects pool for each seatMembers propose names & whyMake it known you’re lookingLet the public know about board positions whenever you’re speakingMake announcements to groupsRegular advertising
Recruiting (cont.)Use personalized requests and messages, don’t rely on mass mailing or adsBe on the lookout all the time for prospectsLink the organization’s mission, purpose, accomplishments with the prospect’s needs, desires, dreams, hopes, etc.What’s in it for them?
New member success
DISCUSSION:What role does the Board and staff have in helping new Board members be successful?22
Full OrientationSpend as much time orienting as in the searchCover:Board manualMission, vision, valuesHistoryRoles & responsibilities of Board & staff
Full Orientation (cont.)Cover (cont.)Administrative calendar, major activitiesOrganizational chart, list of current & planned committeesHow are meetings conducted, including relevant Roberts’ Rules of Order
Board member handbookHistoryMission/purpose/enabling statute or resolutionPhilosophyMethodology (how the organization works)ProgramsServicesManagement structure
Board member handbook (cont.)Staff & volunteer rolesRecent meeting minutesRecent treasurer’s and financial reportsAny pertinent legal documentsAnnual calendar of eventsOther information as needed
Other warm-up activitiesProvide board trainingPut them to work on a committee, project, or activityHold annual team-building activity or retreatAsk the outgoing member to help them get startedAssign a Board member “buddy”
Other warm-up activities (cont.)Be sure they receive meeting agendasInvite them to upcoming eventsAsk them to give a presentationProvide them with early feedback
Performance evaluations
DISCUSSION: What role might annual board performance evaluations play in determining recruitment needs? How would annual member evaluations strengthen the board? How can board and member evaluations be conducted and used?30
Board & Member EvaluationOne of the most powerful tools to stay current & engaged, and encourage member and Board enhancementDon’t need evaluation & training?Same as obese person saying (s)he doesn’t need advice about eating, already an expert
Board & Member Evaluation (cont.)Regular, short, practicalMinimum of 15 minutes/year by each member to complete questionnaire & 30 minutes of discussion by Board can be transformationalBest time - NOW
Board & Member Evaluation (cont.)Ten uses of evaluations:Assessing the EDFundraising: inspire potential donorsRecruiting: share successes & challengesStrategic planning: identify strengths, weakness, opportunities, threatsManaging finances
Board & Member Evaluation (cont.)Ten uses of evaluations (cont.):Organizational assessment: are key functions supporting program delivery?Celebrating successBusiness planningManaging human resources: professional development & performance reviewsCollaborating w/ other organizations
evaluationsSample evaluations at The Free Management Library \ Boards of Directors: http://managementhelp.org/boards/index.htm#anchor401144Evaluation example handouts
references
Materials from:Numerous documents from The Free Management Library: http://managementhelp.org/BoardSource: http://www.boardsource.org/

Board Recruitment and Diversity

  • 1.
    RECRUITMENT & DIVERSITYBillTaylorNortheast Area Community Development Educator
  • 2.
  • 3.
    DISCUSSION: City advisoryboards are appointed by the City Council, after an application process. What roles do current advisory Board members have in recruiting and filling Board vacancies?
  • 4.
    Board member rolesShareBoard’s mission, vision, strategic planBe prepared to give a 5 minute description of goals & accomplishmentsUse or make opportunities to inform the public of upcoming openingsEvaluate the Board’s and individual members’ performance to determine strengths & weaknesses
  • 5.
    Board member roles(cont.)Provide information on the types of skills needed to strengthen the BoardCultivate promising individualsEncourage/help applicants
  • 6.
  • 7.
    DISCUSSION:What character traitsand skills should new Board members possess?
  • 8.
    Traits & skillsTeamplayerAdds to diversityVisionaryUnderstands the community and its needsHas a passion for the causeWilling to commit to the Board’s meetings, committees, planning sessions, activitiesListens well
  • 9.
    Traits & skills(cont.)Interested & committed to planning & oversightWill speak up when sees an opportunity or threatWill leverage his or her resources to further the mission
  • 10.
    Traits & skills(cont.)Determine what is needed to accomplish the board’s missionDevelop a job description w/ realistic expectationsSkills & experience requiredAccountability to whom? For what?Attendance expectedCommittee structure & membership requirementsGive to candidates
  • 11.
  • 12.
    DISCUSSION:What is boarddiversity? Why is it important? Who should be represented?12
  • 13.
    diversityDiversity is tofully represent the community you serve – ethnicity, religion, age, vocation, income, gender, disability, etc.Need a variety of cultures, values, opinions, perspectivesBroadens view, generates alternatives, enhances resources, strengthens board, increases validity to the community
  • 14.
    Diversity (cont.)“Don’t lookfor people who are like yourself.”Look for a variety of skills and knowledge to address your strategic priorities
  • 15.
  • 16.
    DISCUSSION:What process shouldbe used to recruit and qualify new membership?16
  • 17.
    recruitingFinding candidatesLook forprogram users and those with a passion for the causeAsk present board members to make suggestionsMaintain a list of possible candidatesMake face-to-face appointments w/ individuals who will understand how different groups respondTalk to them about being a Board member to represent their group
  • 18.
    Recruiting (cont.)Finding candidates(cont.)At end of interview, ask for names of 2 more who might be interestedInvite the interviewee to the next meetingDon’t let possibility of “no” stop you from asking
  • 19.
    Recruiting (cont.)Establish yourcriteria for the positionRecruit a prospects pool for each seatMembers propose names & whyMake it known you’re lookingLet the public know about board positions whenever you’re speakingMake announcements to groupsRegular advertising
  • 20.
    Recruiting (cont.)Use personalizedrequests and messages, don’t rely on mass mailing or adsBe on the lookout all the time for prospectsLink the organization’s mission, purpose, accomplishments with the prospect’s needs, desires, dreams, hopes, etc.What’s in it for them?
  • 21.
  • 22.
    DISCUSSION:What role doesthe Board and staff have in helping new Board members be successful?22
  • 23.
    Full OrientationSpend asmuch time orienting as in the searchCover:Board manualMission, vision, valuesHistoryRoles & responsibilities of Board & staff
  • 24.
    Full Orientation (cont.)Cover(cont.)Administrative calendar, major activitiesOrganizational chart, list of current & planned committeesHow are meetings conducted, including relevant Roberts’ Rules of Order
  • 25.
    Board member handbookHistoryMission/purpose/enablingstatute or resolutionPhilosophyMethodology (how the organization works)ProgramsServicesManagement structure
  • 26.
    Board member handbook(cont.)Staff & volunteer rolesRecent meeting minutesRecent treasurer’s and financial reportsAny pertinent legal documentsAnnual calendar of eventsOther information as needed
  • 27.
    Other warm-up activitiesProvideboard trainingPut them to work on a committee, project, or activityHold annual team-building activity or retreatAsk the outgoing member to help them get startedAssign a Board member “buddy”
  • 28.
    Other warm-up activities(cont.)Be sure they receive meeting agendasInvite them to upcoming eventsAsk them to give a presentationProvide them with early feedback
  • 29.
  • 30.
    DISCUSSION: What rolemight annual board performance evaluations play in determining recruitment needs? How would annual member evaluations strengthen the board? How can board and member evaluations be conducted and used?30
  • 31.
    Board & MemberEvaluationOne of the most powerful tools to stay current & engaged, and encourage member and Board enhancementDon’t need evaluation & training?Same as obese person saying (s)he doesn’t need advice about eating, already an expert
  • 32.
    Board & MemberEvaluation (cont.)Regular, short, practicalMinimum of 15 minutes/year by each member to complete questionnaire & 30 minutes of discussion by Board can be transformationalBest time - NOW
  • 33.
    Board & MemberEvaluation (cont.)Ten uses of evaluations:Assessing the EDFundraising: inspire potential donorsRecruiting: share successes & challengesStrategic planning: identify strengths, weakness, opportunities, threatsManaging finances
  • 34.
    Board & MemberEvaluation (cont.)Ten uses of evaluations (cont.):Organizational assessment: are key functions supporting program delivery?Celebrating successBusiness planningManaging human resources: professional development & performance reviewsCollaborating w/ other organizations
  • 35.
    evaluationsSample evaluations atThe Free Management Library \ Boards of Directors: http://managementhelp.org/boards/index.htm#anchor401144Evaluation example handouts
  • 36.
  • 37.
    Materials from:Numerous documentsfrom The Free Management Library: http://managementhelp.org/BoardSource: http://www.boardsource.org/