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




                     A Proud Sponsor of NonprofitWebinars.com
Today’s Speakers
        Laura Gassner Otting, President
  Nonprofit Professionals Advisory Group
      LGO@NonprofitProfessionals.com
                           617-527-9661




                          Lisa Catapano, JD, Managing Associate
                          Nonprofit Professionals Advisory Group
                          Lisa@NonprofitProfessionals.com
                          866-903-3182


                Hosting: Sam Frank, Synthesis Partnership
        Assisting with chat questions: Chris Dumas, FirstGiving
What is the Purpose of a Board?
                                                             Overview


Legal and Fiduciary
Operating in Accordance with Mission
Compliance with Tax-Exempt Status      Fund-raising
Exercise Duty of Care                  Individual Donations
Protecting Assets                      External Advocacy/Solicitation
                                       Events
Oversight
Moderating Management Powers           Constituency Representation
Hiring and Removing Chief Executive    Voice in Governance
                                       Voting
What is the Responsibility of
     a Board Member?
                                                             Overview



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
What Motivates Board Members?
                                                       Pitfall
                                                         #2


 Mission

 Social Impact

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

 Personal Connection

 Professional Growth

 Career Fulfillment

 Networking
Wooing Board Members
                                        Pitfall
                                          #3




Identify Motivating Factors
Market to Motivators
  Make Personal Connections/Tell Compelling
Stories
  Meet Existing Board Members with Shared
Motivators
Executive Search:
  An Overview                                        Search
                                                      101



                                               6. Onboarding

                                         5. Getting to Yes!

                              4. Checking Your Instincts

                      3. Making Wiser Choices

            2. Building a Diverse Pool

   1. Scoping the Position
Evaluating the New Terrain                                Scoping
                                                            the
                                                          Position

Knowing Exactly Who You Are Recruiting

                 Key Position is Open

Fill the Shoes                          Reassess to Position


  Stagnate                                    Thrive!


 Opportunity for Strategic Reflection and Redirection
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
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
Protecting Your Investment
                                                                      On
                                                                    boarding
                 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?
Resources

    Please see our Article Library at:
http://www.NonprofitProfessionals.com

     http://www.BoardSource.org

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

            NonprofitWebinars.com

                     Chris Dumas
              Chris@NonprofitWebinars.com
                     707-812-1234



             Special Thanks To Our Sponsors

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Recruiting Your Best Board Members

  • 1. 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
  • 2. Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it. A Proud Sponsor of NonprofitWebinars.com
  • 3. Today’s Speakers Laura Gassner Otting, President Nonprofit Professionals Advisory Group LGO@NonprofitProfessionals.com 617-527-9661 Lisa Catapano, JD, Managing Associate Nonprofit Professionals Advisory Group Lisa@NonprofitProfessionals.com 866-903-3182 Hosting: Sam Frank, Synthesis Partnership Assisting with chat questions: Chris Dumas, FirstGiving
  • 4. What is the Purpose of a Board? Overview Legal and Fiduciary Operating in Accordance with Mission Compliance with Tax-Exempt Status Fund-raising Exercise Duty of Care Individual Donations Protecting Assets External Advocacy/Solicitation Events Oversight Moderating Management Powers Constituency Representation Hiring and Removing Chief Executive Voice in Governance Voting
  • 5. What is the Responsibility of a Board Member? Overview 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
  • 6. What Motivates Board Members? Pitfall #2 Mission Social Impact Career Transition (For-profit to Non-profit Sector) Personal Connection Professional Growth Career Fulfillment Networking
  • 7. Wooing Board Members Pitfall #3 Identify Motivating Factors Market to Motivators Make Personal Connections/Tell Compelling Stories Meet Existing Board Members with Shared Motivators
  • 8. Executive Search: An Overview Search 101 6. Onboarding 5. Getting to Yes! 4. Checking Your Instincts 3. Making Wiser Choices 2. Building a Diverse Pool 1. Scoping the Position
  • 9. Evaluating the New Terrain Scoping the Position Knowing Exactly Who You Are Recruiting Key Position is Open Fill the Shoes Reassess to Position Stagnate Thrive! Opportunity for Strategic Reflection and Redirection
  • 10. 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
  • 11. 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
  • 12. Protecting Your Investment On boarding 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?
  • 13. Resources Please see our Article Library at: http://www.NonprofitProfessionals.com http://www.BoardSource.org Blue Avocado Newsletter
  • 14. Find the listings for our current season of webinars and register at NonprofitWebinars.com Chris Dumas Chris@NonprofitWebinars.com 707-812-1234 Special Thanks To Our Sponsors