1. Identify the Key Qualities You’re Looking for in a Board Member
Before starting the active recruitment process, determine what you need in a member. Do you want someone with financial expertise or with prior board experience?
When choosing a new board member, it really comes down to the specificity and clarity of the job description.
This includes:
- Roles and responsibilities of board members
- The necessary skills for the specific role
- Stated values and expectations of the board
- Benefits of serving on the board
- Commitment level
2. Use a Board Member Recruiting Tool
Various board recruiting tools exist to identify the next board prospect. You can also ask your board members to update your organization’s matrix, which enables you to assess the current board’s composition, goals, and skills gaps. It helps to define the new member’s role and their potential effect on the organization.
A board skills matrix also promotes diversity in your board as you can identify opportunities in race, gender, age, and location.
3. Conduct Effective Board Member Interviews
After choosing some new board candidates, engage the prospects to learn more about their background, interests, personal goals, skills, and qualifications. You can also gauge if the individual fits your board’s culture. Use the skills matrix to compare each prospect’s qualifications and develop a shortlist of top-tier candidates.
4. Provide Post-Interview Feedback
After choosing the new board member, extend an offer and invite the new member to join the board.
Make sure to let the other candidates on the shortlist know you made a selection, and give them constructive feedback explaining why you made your decision, and how they can expand their skills to qualify for a future opening on the board.
5. Cultivate a Relationship with New Board Members
Hurray! You’ve chosen a new board member. Now’s the time to launch your board orientation process. Typically, new board recruits should receive materials with information about the organization and previous meetings, including:
- History and evolution
- Mission, vision, and values
- Financial reports
- Internal structure and plans
- Recent board meeting minutes
- Contact information