May 19, 2012

Speed Up the Board Recruitment Process!

Board Recruitment | Wendy Biro-Pollard

Imagine getting excited about volunteering for something, and then waiting six or seven months before you actually get to do it. Can we accelerate the process by “pre-qualifying” candidates?

One of the most frustrating parts of board recruitment is the length of time — often months — between talking with a prospect and then bringing him onto the board . . . months during which the candidate usually becomes less interested. For instance, a person might be tentatively asked in January, discussed by the governance/nominating committee in February, have her name brought to the board for discussion in March, officially interviewed/asked in April, elected by the board in May, and her first board meeting is in July! Some boards invite potential recruits to observe a board meeting before deciding whether to join, which adds even more time.

To accelerate this process, some boards invite candidates to the board meeting at which they will be voted on. The hitch, of course, is that it makes it very difficult for a board NOT to approve someone who is already in attendance (albeit asked to sit in the hall for a few minutes).

Instead, think about “pre-approving” some candidates. Often a few names arise of people who are already known well by several other people on the board: perhaps a community leader, a mayor, a long-term activist, and so forth. In such cases, the board can have a preliminary discussion about the candidate and provisionally approve him or her as a board member. The full board then cedes to the governance committee the power to make a final decision on the candidate based on the outcome of the governance committee’s discussion with him or her. The committee members will interview the candidate, then quickly discuss among themselves how the interview went. If the committee members agree, the person can be immediately notified of his or her acceptance, and can attend the next board meeting.

The accelerated process

1. The governance or nominating committee brings a list of perhaps five prospects to the board. Of the group, there is immediate consensus that one of them would be terrific, and she is pre-approved: elected to the board pending confirmation by the governance committee and the board chair.

2. The governance committee approaches the pre-approved candidate, and if committee members are still positive and she is interested, the committee reports by phone back to the board chair. Assuming there are no other problems, the committee goes back to the candidate and tells her she has been accepted. For the candidate, the gap between agreeing to join and being accepted is only a couple of weeks.

3. The other four prospects are also approached, but the governance committee discusses each of them before deciding which to bring to the board. They may, for example, decide to pass on one of them, and bring the other three nominees to the full board for a vote.

Remember that most board candidates need to be investigated before being invited to join. Even just one bad board member can set back the board and the organization for years. But with life moving at Internet speed, let’s accelerate board recruitment — when we can — to keep pace.

See more board recruitment strategies

Author: Jan Masaoka • February 14, 2009

This article is reprinted with permission from Blue Avocado, a practical, provocative and fun online magazine for nonprofits. Subscribe free by sending an email to editor@blueavocado.org or visit the site atwww.blueavocado.org.

Decision Making For Nonprofit Boards

Many nonprofit organizations struggle, quite understandably, with technology planning and investment. New computers, sophisticated websites and database systems can be expensive. Staff members may be resistant to change and to learning new applications.

But, to quote a famous saying from my homeland: “penny wise can be pound foolish”. Sound and well-thought out purchases in the short term have the potential to save significant resources in the medium to long term.

So, how should your Board of Directors and/or your Technology Committee approach technology planning and investment?People with thought boxes above heads

One technique is to start out with a “blue-sky” session. First, take an inventory of the capabilities that you currently have, what’s working in your operations, and your limitations and frustrations. Then, without consideration of constraints such as cost or staff resources, list the things that you should ideally be able to do.

I like to use “What’s the One Thing” questions for this process to help you focus and prioritize:

  • What’s the One Thing that you’re currently doing that is most valued by your constituents? (i.e. Board, members, founders, staff, the general public . . .)
  • What’s the One Thing that you currently don’t do that your constituents wish that you would?
  • What’s the One Thing that would give you maximum competitive advantage? (or fundraising edge, or whatever is your most burning need . . .)

Look at the procedures that are currently absorbing staff time and resources. Is there potential to streamline these, or to recreate them in a way that would be more cost-effective?

For example, many organizations produce small informational leaflets, brief white papers, or regularly updated research findings. These are sold for a few dollars, which may not cover the true cost of printing, mailing, and check or credit card processing.

An alternative is to provide these as downloadable e-books on your Website. When the buyer enters their credit card, they gain instant access to your materials in whatever format you choose – Adobe Acrobat (pdf), Word, html, etc. Once this system is set up, you should have few maintenance or support issues, and you’re in business on a 24/7 basis. You can change the documents whenever you need to, without leaving stocks of outdated print copies.

Are you using e-mail as effectively as you could?  There are elements to successful implementation of e-mail:

  • Maintaining a comprehensive database of all the contacts that your organization has, including appropriate details of your dealings with each one.

This allows you to create personalized, targeted and timely e-mail messages that you can send to selected recipients, such as:

  • News updates about your organization
  • Special events, discount purchase offers
  • Legislative alerts and tracking notices
  • Fundraising appeals
  • Membership renewal reminders

Of course, you should include and adhere to a privacy policy whenever using e-mail, and you must honor requests to be removed from your mailing list.

Having clear e-mail usage procedures. Sometimes it is preferable to use direct personal contact such as telephone or letters instead of e-mail – for instance, when responding to complaints, or thanking donors for gifts.

  • But your staff should be clear and comfortable about using e-mail to save time and resources. Sending bulk e-mail from a good database is faster and cheaper than sending bulk faxes. One association that I consulted with recently linked their staff bonuses directly to savings realized from using e-mail over fax.
  • A great deal of Board business can be conducted via e-mail. This may not include actual voting (check your by-laws and legal obligations for this). But much of the background information that is provided at a typical Board meeting could be disseminated by e-mail ahead of time, thus freeing up valuable meeting time for substantive discussion.
  • How effective is your Website in promoting and achieving your strategy? An intranet (password protected area) can be very useful if you have staff or chapters geographically distant from your head office. It can provide training materials, mentoring discussion boards, templates for frequently used documents, etc. And, you can have a private section of your site for your Board, as an alternative to sending information via e-mail.

Depending on your operations, there are other technologies that might be appropriate for you to consider as you plan your future strategy and investments. These could include handheld devices and laptops if you have employees who are often out of the office. Voice recognition software can be used for dictation by disabled staff, or those who are really not comfortable with keyboards. For larger organizations, virtual private networks may be appropriate for file sharing and synchronized database maintenance.

Whatever your size, use the strategic and prioritizing “What’s the One Thing . . .?” questions that I listed above, together with your estimation of current inefficiencies in staff time and resources to come up with a wish list. Then you can start to analyze the potential investments that you need to make, and the potential savings or revenue that you can realize in the longer term.

About The Author

Philippa Gamse helps her clients develop e-business strategies and maximize their use of technology to gain sustainable competitive edge. She has extensive corporate experience both in Europe and the US, ideally positioning her to interpret our increasingly global market place. She brings to her clients and audiences a continuously growing body of knowledge about emerging technologies, their integration with existing “real-world” strategies, and their effect on marketing, public relations and customer service techniques. For information about inviting Philippa to speak at your next event, contact the FrogPond at 800.704.FROG(3764) or email susie@FrogPond.com

Copyright© 2002, Philippa Gamse. All right reserved.