Recruiting and Engaging an All-Star Board with Governance Technology.pdf

In this webinar, experts from OnBoard shared how modern governance software helps nonprofit boards and how technology helps nonprofits recruit, develop, and engage a board that will lead their organization strategically and responsibly.

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Recruiting and Engaging
an All-Star Board
How Governance Technology Enhances
Recruitment and Engagement

2. Today’s Experts
Brandon Castle
Nonprofit Technology Consultant
OnBoard
Bradford Peters
Nonprofit Technology Consultant
OnBoard

3. We help nonprofits
simplify governance so they can
focus on their mission and
accelerate their impact
About OnBoard

4. •Serve 2000+ nonprofits and
associations
•Make board meetings simple,
secure, and effective
•Special TechSoup Pricing
About OnBoard

5. Today’s Goals
Cover common challenges and pitfalls nonprofit boards
face with recruitment and engagement
Discuss the importance and impact of an effective
recruitment and engagement process
Explore the modern governance tools that facilitate stellar
board recruitment and engagement

6. A Quick Poll
What best describes your role on your organization’s board?
•Administrator
•Board Member
•Nonprofit Leader

7. Potential Hazards of
Board Recruitment

8. •Wrong fit for your board’s growth
•Wrong fit for your board’s culture
•Wrong fit for the communities you serve
•Fragmented, disorganized planning
•Not preparing/involving the larger board
•No reevaluation of board recruitment goals
Pitfalls of Poor Recruitment
Finality of the decisionLack of defined process

9. A Quick Poll
What is your biggest challenge when it comes to recruitment?
•Lack of defined process
•Lack of tools to streamline necessary board work
•Lack of tools to make informed, data-driven decisions

10. Impact of Recruitment Decision
Recruited from limited network
Dispassionate about your mission
Just there to show up and cast votes
Does not offer additive skills or experience
Likely to repeat recruitment process after one term
Recruited from diverse network
Passionate about your mission
Actively engages with work and drives growth
Adds missing skills, experience, and backgrounds
Long-term board member that helps board evolve
Wrong FitAll-Star

11. Impact of a Healthy
Board Recruitment Process

12. Board recruitment is the foundation for building a balanced
group of leaders that will effectively steward your
organization’s values and drive your intended impact

13. Elements of a Strong Process
During Recruitment
Track term limits (automate if possible)
Evaluate overall board composition
Target specific composition gaps to fill
Review board expectations/responsibilities
Establish recruitment process with all parties
During Onboarding
Facilitate easy initial onboarding
Provide necessary training
Provide board culture prep
Facilitate connection with the board
Easy access to historical info for ramp up

14. In an ideal scenario, your board:
1.Is aware of term end well in advance
2.Proactively determines if board member
needs to be replaced
3.Identifies the current gaps in your board’s
composition that a new member can fill
Board Member is coming
to the end of their term

15. 4.Builds a diverse candidate pool from a
thorough search
5.Conducts a fair, organized interview
process
6.Nominates and elects new board member
7.Facilitates an easy, comprehensive
onboarding process
8.Empowers new board member to take
ownership of their role

16. Enhancing Recruitment and
Engagement w/ Governance Tech

17. Enhancing Board Recruitment
•Centralized platform for any large-
scale collaboration at the board level
•Develop your recruitment and
succession plans in a single location
•House all nominating committee work
and decision-making in one place

18. Enhancing Board Recruitment
Automatically track each board
member’s term start/end dates to
ensure timely and proactive
recruitment efforts

19. Enhancing Board Recruitment
•Evaluate, record, and track individual
director skills
•Identify the board’s strengths and
weaknesses
•Create a skills matrix to inform
recruitment needs

20. Enhancing Board Recruitment
•Evaluate, record, and track board
composition
•Report on overall board diversity

21. Enhancing Board Engagement
Easy Access to Important Information
•Store all historical information in one
location
•Share current board materials
•Ensure all documentation is secure

22. Enhancing Board Engagement
Oversee and Manage Engagement
•Gain insights into which materials
board is engaging with
•Facilitate board work via task
management tools
•Create groups and control user access

23. Enhancing Board Engagement
Promote Board Member Collaboration
•Connect board members via contact
directory
•Secure instant messenger and video-
conferencing
•Work from anywhere, on any device

24. Enhancing Board Engagement
Support Engagement at Every Stage
•Keep the work going before, during,
and after meetings
•Leverage tools such as Voting &
Approvals, Assessments, and
eSignatures

25. For any questions or product inquiries, scan
the QR Code to contact us!
www.onboardmeetings.com
[email protected]
765-535-1882
Get in Touch!

26. Thanks for joining us!