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Board Recruitment & Orientation

A Step-by-Step Common Sense Guide

2001. Gottlieb, Hildy. Tucson, AZ: Renaissance Press. 124 pages. Soft cover (8.5" x 11").  

www.Help4NonProfits.com

Price
$17.95 U.S.
Plus shipping & handling and applicable taxes.


If your Board was abducted by aliens, would the organization notice they were gone? Would anyone pay to get them back?

Author Hildy Gottlieb, a Tucson-based consultant and co-founder of Help 4 NonProfits and Tribes, uses this quotation to describe her reason for writing the book -- to enable Boards to answer "yes" to both questions.

I have seen my share of Boards where the answer would be a resounding "NO", and I expect that most readers can identify at least one such Board from their experience.

Impacting Board performance to such a degree is a lofty objective.  But given the significant need, if Gottlieb can even make a dent in the problem, she will have accomplished plenty.

Gottlieb identifies five steps as critical to getting the right people on the Board, and preparing them to perform their job effectively:

  1. Define the job clearly (both the job of the Board and the job of the individual Board members).

  2. Recruit good people.

  3. Give them the tools they need to do the job.

  4. Measure Board members' performance (the performance of both the Board and the individual Board member).

  5. Remove those who don't measure up.

Board Recruitment & Orientation: A Step-by-Step, Common Sense Guide focuses on the individual aspect of Step 1, and Steps 2, 3 and 4.  Gottlieb includes some resources for the other part of Step 1, and Step 5 , at the end of the workbook.

The recruitment and training process for Board members is presented in five steps with 2-5 chapters focused on each step (see Table of Contents below):

  1. establishing qualifications,

  2. creating written descriptions of the duties of a board member,

  3. identifying prospective directors,

  4. creating an application and screening applicants, and

  5. preparing the new board member to govern.

The best thing about this publication is that it addresses an area often ignored by Boards of non-profit organizations.  Other good features include the easy-to-read style, the worksheets, and the real life stories. In addition, Gottlieb does an excellent job of laying out the process so that a Board can work through it themselves.

One shortcoming from my perspective is that the publication does not address Board recruitment and development issues that are common in membership-based associations, such as the call for nominations and election process whereby the Board does not have full control over who comes on the Board.  That being said, most of the concepts can be easily applied to membership-based groups and would improve on what is currently done.

The charity and agency focus is also evident in the examples and terminology used.

Overall, this publication would be useful for small organizations as a blueprint for improving Board performance.  Larger organizations with more sophisticated Board recruitment, orientation, training and evaluation processes will still find the handbook useful as a source of additional ideas. In our experience, even these Boards do not adequately prepare and evaluate directors.

The publication must be ordered from the U.S. and that is always a headache (including a $9 U.S. S&H charge). But, in this case, it is worth it!

Where the Publication is Available

This publication can be ordered on-line.

Table of Contents

Introduction

  • Why a Strong Recruitment and Orientation Program is Important

  • What This Book is About

  • A Note About the Role of the Board

  • How to Use this Book

  • The 5 Step Process

  • Someone Recruited Them - A STORY

Step 1: Establishing Qualifications

  • Chapter 1: "Must Have" Criteria
  • Chapter 2: "Wouldn't It Be Nice" Criteria
  • Chapter 3: Never in a Million Years" Criteria

Step 2: Board Member Job Description

  • Chapter 4: Job Purpose / Objective
  • Chapter 5: Job Duties / Responsibilities

Step 3: Identifying Prospects

  • Chapter 6: Changing Your Recruiting Mindset
  • Chapter 7: Recruiting from Within Your Organization
  • Chapter 8: Recruiting from Individuals Suggested by Existing Board Member
  • Chapter 9: Recruiting from the General Population

Step 4: Application Process

  • Chapter 10: Let Your Prospects Get to Know You
  • Chapter 11: Letting the Board Get to Know the Prospects
  • Chapter 12: Creating the Application
  • Chapter 13: What Do You Do Next?
  • Chapter 14: The Interview

Step 5: Preparing the New Board Member to Govern

  • Chapter 15: Board Member Letter of Commitment
  • Chapter 16: Board Manual
  • Chapter 17: Orientation Program
  • Chapter 18: The Last Step - Put Them to Work

Afterwords

  • Chapter 19: Clearly Defining the Role of the Board
  • Chapter 20: Measuring Board Members' Performance
  • Chapter 21: What to Do with Someone Who is NOT Board Material
  • Chapter 22: A Free Tip Worth Its Weight in Gold
     

Wayne Amundson is president of Association Xpertise Inc. and Publisher/Editor of The Canadian Association e-zine.

Association Xpertise Inc. (AXI) is a full-service company providing consulting and other services to associations and non-profits.    Details

 

MAY 2004
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