nonprofit board skills matrix

Sonia J. Stamm is Founder and Principal of Stamm Consultancy Inc., a boutique consulting firm established in 2008 to guide nonprofits through critical junctures in their development. Unfortunately, it’s too often an unspoken assumption and having means doesn’t necessarily make a board member a major donor to your cause. For an example of a profile, view a BoardSource Sample Board Member Job Posting. Accounts are created during the membership registration process or when purchasing a product or service. How We Can Help. Center for Nonprofit Excellence Board Development Matrix Mark the strengths of current board members and identify the qualities and characteristics that new candidates should have. It’s about fundraising. Shaping Effective Nonprofit Boards Dr. Richard Leblanc Associate Professor and Board Advisor March 6, 2012 . She identifies the following flaws with board matrix approaches: Skills Trap – though a matrix can help a board identify needed skills, such as “legal” or “finance,” such categories can be so broad that boards wind up with the wrong kind of expertise, like an employment lawyer when the actual need is about zoning. Rather than relying solely on a board development matrix to inform recruiting needs, she suggests asking two simple questions: What are the three most important things for our board to accomplish this year (or over the course of the next three to five years)? Then order your list, with those who can provide the greatest contributions at the top. If you start with a sample matrix, be sure to enhance it with those traits and talents that are idiosyncratic to your organization. tools for changesm ˘ˇˆ ˙˙˙ˆ ˆ˝ ˛ ˇ ˙ ˝ ˇ ˇ˚ ˇˆ ˜ ˝˝ ˆ sample board criteria/matrix ˘ ˇ ˆ Companies and organizations go through various phases and stages in the business cycle. Organize current and potential board members into categories that include industry, age, ethnic background, affiliations, and anticipated roles. The Matrix Map is a tool for board members and staff to make judgments informed by impact and finance, and in the context of the whole organization. Fortunately, alternatives exist to the typical board composition matrix used to put together a nonprofit board of directors. Every board member needs to be a positive ambassador to the community, to participate in group decision-making, to comprehend reports to the board… It is a quick and easy way to look at a board of directors. Before you know what assets to add, though, you must assess what you have. This inventory tool is developed based on the policy (adopted by the board), which describes the composition of the board. These roles come with great responsibility and require certain traits and skills to ensure success. eee. Draft a short … Let’s explore how from both perspectives…. One such change, under Recommendation 2.2, is the need to disclose the company’s board skills matrix which shows the mix of skills and diversity that the board currently has or is looking to achieve in its membership. Form follows function. Start receiving Resources + Solutions, our biweekly offering of free downloads, checklists, tools, and topic papers for nonprofit leaders. Board Skills Inventory Board member aaa. Try to answer this question: What is the ideal mix of professional skills, resources, backgrounds and experience, demographics, community connections, and other characteristics that your board requires to navigate the organization’s challenges in the next three to five years? fff jjj. Boardsource asks, “what is the ideal mix of professional skills, resources, backgrounds and experience, demographics, community connections, and other characteristics” your board needs to navigate challenges over the next three to five years? Always keep in mind the value of diversity in establishing your “ideal” board composition and identifying gaps. Board Recruitment, Development and Assessment . • To help nonprofit boards of directors become more inclusive and reflective of the community by providing training, tools, support and resources that will enable them to implement organizational change. Individuals are recruited for a particular skill / experience. Conduct a self-assessment starting at where the board currently is. This Board Skills Matrix (“​M atrix​”) provides a guide as to the skills, knowledge, experience, personal attributes and other criteria appropriate that Kogan.com Limited (“​Company​”) has or is looking to achieve in its Board membership. Your nonprofit board of directors is the governing body that helps steer the direction of your organization. First, remember that adding board members is different than building a board. Board Leadership Research & Leading with Intent, Fundamental Topics of Nonprofit Board Service, BoardSource Sample Board Member Job Posting, CEO’s Role in Selecting and Recruiting Board Members. The board skills matrix should always be tailored to the unique circumstances and requirements of the company concerned. Founder and Principal. Since almost its inception, she has been affiliated with BoardEffect to share perspective on how boards can best implement board management software in the effort to advance their organizations’ mission. lll [Organization name] 1 2 3 4 5 6 7 8 9 Skills Notes Accounting/Bookkeeping Ideally, they happen in tandem, but too many boards concentrate on the former at the expense of the latter. According to Jan Masaoka, publisher of Blue Avocado and CEO of the California Association of Nonprofits, the problem with such tools is that they focus our attention on what people are, rather than on what the organization needs board members to do. 2. A board matrix or board profile grid is a tool that an organization can use to track the demographics, skills, and areas of expertise of members. Optimal board composition demonstrates not only best practice, but also that the organization aims to be perceived “as a responsible and civic-minded enterprise in the service of all people,” as noted by Boardsource. This grid is reviewed annually and adjusted as necessary. Where are there significant gaps? Enter the initials for each person and check the appropriate box below. Some attributes, such as passion for the mission and philanthropic spirit, are universally relevant; other qualities are “idiosyncratic to the organization,” such as demographic considerations (ethnicity, geographic representation, gender) and affiliations with other organizations in the field. Framework Board Structure Board Process Board Membership Board Effectiveness Corporate Financial Performance Board Tasks? bbb. Whether a board is seeking to replace a retiring executive director or requesting a search for a new CEO to move their organization to greater levels of success, the leadership skills they are seeking are much different than those of traditional nonprofit leaders. And how will you ensure diversity that “breeds varying opinions, approaches, attitudes, and solutions?” The answers lie in your strategic plan, which offers clues about the talent and connections that will benefit the board in the near future. It’s important to abide by term limits keeping the Board … Overview Nonprofit Board Building Challenges The board matrix Board size Timing Closed social networks A New Board Recruitment Cycle Planning Identifying by recruiting Cultivating for All Engagement Possibilities … As an executive search consultant for the nonprofit … The Board Support Program helps lay the foundation for setting board development priorities and strengthens the full board… Board Skills Matrix Analysis Term Expiration Date Board of Directors Note: This spreadsheet is locked. Give this list of missing skills, expertise, and networks to your Board Recruitment Committee so they can find the specific people necessary to fill those holes. You know the board matrix: it has a list of skills and competencies that are “supposed” to be on the board, such as legal, marketing, HR, fundraising, finance. A tried-and-true tool for assessing your board’s composition and future needs is the board matrix… Adapted from BoardSource’s The Handbook of Nonprofit ... organization’s mission, goals and priorities, what mix of skills and attributes do you need on the board? As Boardsource recognizes, a nonprofit board’s success “depends entirely on how decisions are made and by whom,” so each organization must evaluate its own needs and priorities, then build its board accordingly. An easy tool for charting what skills, characteristics, and contacts board members possess, it can be a very effective instrument for helping the board build a well-rounded, fully-functional super team. Someone familiar with the individuals served by the nonprofit? Think deeply about skills and experiences, including volunteerism, working in the home, etc. Top Leadership Skills Sought by Today’s Nonprofit Boards; February 21, 2017. Nonprofit Board of Directors Assessment Tool. Properly aligned, that board can effectively drive initiatives to success, through advisement, the … The Relationship Between the Executive Director and the Board, Stop the Revolving Door – What Science Has to Say About Healthcare CEO Succession Planning. Nor does it always translate to a willingness to solicit other wealthy donors or a match gift from a corporate employer. This matrix may be used for different phases of the board recruitment process: C omplete the matri x for each current board member to map the skills and attributes of the existing board… Remember that behaviors are as important as skills … If we borrow the concept of the board as an organization’s “personal consulting team,” it’s easy to understand how someone could be an accomplished consultant, yet not represent the values or specific expertise needed by a given consulting firm. As reflected on social media, like-minded people tend to gravitate to those who think – and sometimes look – as they do. The New Basics of Nonprofit Board Building Adriane Johnson-Williams, Ph.D. ccc ddd. Should you allow a family member of a staff person or other board member to serve on the board? This collection of individuals must identify and leverage a sufficient array of characteristics, skills, and connections to limit and expose unknowns as well as advance strategic goals. If constructed wisely, says an executive with the Georgia Center for Nonprofits, this “well-rounded, fully-functional super team” can serve as an organization’s personal consulting unit in working to fulfill its purpose. Yet, in some circumstances, it also can sabotage. These are skills and traits you should look for when selecting your nonprofit board of directors. Ask a board chair and … How We Can Help The Board Support Program. Deloitte, a leading audit and consulting firm, recommends a four-step process for utilizing a skills assessment matrix. Though easily attributable to human nature, this pattern enables us to overlook blind spots that can prove treacherous, especially for nonprofit boards. The ability of a nonprofit board to help an organization reach its goals depends entirely on how decisions are made and by whom, so each organization needs to evaluate its own needs and priorities and build its board accordingly. It requires all of your board members to be open-minded, curious, accepting, responsive, and willing to work together. Once you’ve completed the matrix, you may see areas where your board falls short. An often overlooked one is for board members to upgrade their skills through training. Completing a board matrix will allow you to do this. The Standard Composition of a Nonprofit Board Nonprofit organizations often hold slots for board members based on their skills, professions, or connections. It’s also helpful to list terms for current board members to easily identify how many openings need to be filled in the coming years. The board matrix then shows what boxes you presumably need to fill. ... you could schedule a coaching session for those two or send them to a local public workshop for nonprofit leaders. Should you recruit a board member who is under 18 years of age? Skip to content. The recruitment process requires both \"v… As boards pursue board refreshment, they need to consider the average tenure for board directors, the range of tenure, board size and committee structure. What Is the Difference Between Leadership and Management for a Nonprofit? By developing a matrix that includes all of your specific criteria, you will be able to chart all the qualities, talents, and connections your board members possess and identify any gaps. (Only 38 percent of the directors we surveyed, for example, served on the boards of organizations offering instruction in fund-raising—a crucial skill for nonprofit directors.) kkk. Before inviting new members to join, a board must determine its criteria for augmenting the team. Connections Trap – many nonprofits aim to include wealth or access to wealth on their boards and assume that credential alone will prove fruitful. The board’s membership composition matters if it is to be seen by others as a responsible and civic-minded enterprise in the service of all people. The Board Support Program helps lay the foundation for setting board development priorities and strengthens the full board’s governance performance and practices. Board member initials Candidate initials COMMUNITY CONNECTIONS … Personal attributes such as commitment to the organization, professional skills, philanthropic spirit, and experience with complex organizations are appropriate to virtually all governing boards. Draft a short description of the profile that includes the specific skills, expertise, or other characteristics you require in the board prospects. Instead of recruiting someone with ties to City Hall, for instance, target a board candidate who is willing and able to set up a few meetings with city council members. Do you have a passio… She identifies the following flaws with board matrix approaches: Instead of focusing on skills, Ms. Masaoka suggests considering necessary actions. Review the additional resources section below for several BoardSource resources related to diversity and inclusion. But how to collect the right individual board members? A typical matrix lists current board members on the X axis and identifiers on the Y axis such as gender, locale, industry, age, ethnicity and skills. When beginning to think through who you want on the board, keep in mind that some types of candidates may add value to your board while others may make board meetings more challenging. Should you expect a board member to donate his/her own professional services to the organization. The … Using a Skills Assessment Matrix to Find Gaps in Board Talent. Diversity on a board breeds varying opinions, approaches, attitudes, and solutions. Recent research by Korn Ferry indicates that the Top 5 skills required by boards as part of their Board Skills Matrix are as follows: Finance/Accounting (97% prevalence) Industry Knowledge (95% prevalence) Compensation/HR (86% prevalence) To view the complete picture, many organizations rely upon a board development matrix. The board matrix helps you outline the current mix of skills, demographics, and expertise on your board and then compare it to the ideal mix you identified earlier. Connections in the community? To edit this spreadheet, go to the Unprotect sheet option and enter the password "deloitte". Furthermore, it can be a valuable tool in the development of a board of directors. Another possibility is simply to expand the board to bring in … Other attributes are particularly idiosyncratic to the organization, including various demographic considerations such as ethnicity, need for geographical representation, gender, and affiliations with other organizations relevant to the organization’s mission. A board member with financial expertise? The board recruitment matrix can be used by organizations interested in assessing their current make-up or by those preparing to recruit new members. My board assessment tool is not traditional but it looks at what really matters . Strategic imperatives provide a common ground for discussing the choices that face the activities in each quadrant of the map. Who is on the board matters, of course. There is no fixed formula for determining the composition of a board. Board/Governance; A tool for nonprofits to identify and track desirable board skills and characteristics, spotlighting what to seek from new board members. Among some of the things on a board skills matrix should be the following categories: Skills; Expertise; Experience; Age; Gender; Compensation; Ethnicity; Race Our membership programs make it easy to access the support you need to advance the mission you care so deeply about. And ultimately, making strategic decisions … Should you include a customer, client, donor, or other constituent on the board? Now you know exactly what kinds of board members you need on your board. Should you encourage a celebrity to join the board? The traditional matrix skills encourage operational thinking and meddling. Once it is clear what kind of composition your board will need over the next several years, you must assess what characteristics and attributes your current board members bring to the table. To be sure, a thoughtfully-designed matrix can be invaluable in the board recruiting process. As noted by Bridgespan, the Georgia Center of Nonprofits advocates completing not a single matrix, but three. Ask any executive director to define a healthy board and you’ll usually get the same answer. … The board does it; it functions and if it doesn’t, it’s useless. And typically there are also demographic qualities, such as gender, race, age. Board Matrix Worksheet Home / Nonprofit Agencies / Analyzing Your Current Board / Board Matrix Worksheet This Excel worksheet is a useful tool for analyzing the skills and demographics of your current board. McKinsey & Company, Nonprofit Board Self Assessment Tool Dalhousie University, Board ... oard is a diverse board – one with the mix of skills, experiences and other characteristics needed to fulfill the mission of that particular organization. The board, in essence, should be a nonprofit’s not-so-secret weapon for mission achievement. Once you have identified the gaps, you can develop profiles of prospective candidates who would fill these gaps. For instance, rather than a CPA, a board might need someone who can help analyze the true costs of a specific program and that expertise might come from a broader pool. Among the many lessons in our recent, historic election is the truth about the company we keep. A board matrix analysis will identify the strengths of your current board, and any gaps. By using the following three reference charts to align an organization’s goals with board members’ available skills, the board can build its governance capacity along with its culture: While there clearly are roles for the board development matrix to play in the process of clarifying board recruiting needs, there also is a caution. Priority Legend American Indian Enter Month Year [Insert Your Organization Name] About Deloitte Deloitte refers to one or more of … Where are there significant gaps? In gauging a board member candidate’s fitness for nonprofit board service, some nonprofits develop a short questionnaire to help them to better understand the candidate’s intent and interest. Such a questionnaire typically asks general questions, like the following: 1. • To increase the capacity, knowledge and confidence of individuals from ethno-racial communities who are interested in … Get Board Governance best practices directly to your inbox! Are you familiar with our organization’s mission? Board composition is a broad term that encompasses issues such as who is on the board and the skills mix of the board. Develop a baseline. Before recruiting, it is important to determine the skills and expertise that you need on your board. This step should reveal what the board … Board composition varies significantly between organisations and is influenced by: Once you have identified the gaps, you can develop profiles of prospective candidates who would fill these gaps. With over 25 years of experience in organizational development, Sonia partners with nonprofit boards and executive leadership to facilitate best practices in board development and governance, strategic planning, leadership transition and succession, and organizational effectiveness. Once you have identified the skills and experience your nonprofit needs, you're ready to identify and recruit new board members. The boards of listed versus unlisted entities may have different requirements. Start with asking what does your nonprofit need to advance its mission right now and in the future? It involves both structural and cultural issues and board effectiveness depends on obtaining the right mix of skills and experience. Dysfunctional Board (Behaviour Matrix … The board matrix helps you outline the current mix of skills, demographics, and expertise on your board and then compare it to the ideal mix you identified earlier. In building a board strategically, we must consider individuals’ qualities and talents in the context of the whole group and organizational goals. Whether an…, If your healthcare CEO left tomorrow, would your board of directors know exactly what to…, The former governor of Arkansas, Mike Huckabee, said: “A leader is the one who can…, AboutBoard PortalContact SupportDo Not Sell My Personal InformationToll Free:  1 (866) 966-4987, ©BOARDEFFECT 2019 •  ALL RIGHTS RESERVED •  PRIVACY POLICY. And, do we have the right people on the board to make that happen? For more information about strategic board recruitment, check out these additional resources: After identifying what you need to round out your board’s overall composition, you can start looking for candidates who meet those criteria. What is suitable for a small start-up company may be quite different from what is suitable for a large corporate group. In our years training nonprofit EDs and boards, Georgia Center for Nonprofits has developed a simple method for producing three handy reference charts that will align your organization's goals with the skills available from the board. Again, Ms. Masaoka recommends focusing on the action needed. You can download a sample board matrix to help you get started. 32 Building a more effective board 34 Conclusion 36 Appendices 38 Appendix A – Sample mandate for an NPO board 40 Appendix B – Sample charter for an NPO audit committee 42 Appendix C – Sample board performance evaluation form 48 Appendix D – Sample board skills matrix questionnaire 52 Contacts 53 Additional … In the context of the board matrix approaches: Instead of focusing skills. Should look for when selecting your nonprofit need to be filled in the business.! Papers for nonprofit leaders for several BoardSource resources related to diversity and inclusion the Support you need on board! The organization large corporate group sure to enhance it with those traits and talents that are idiosyncratic your... Development of a board member Job Posting whole group and organizational goals background, affiliations, and topic for...... you could schedule a coaching session for those two or send them to a willingness to other. You care so deeply about skills and expertise that you need to fill on! Enhance it with those who can provide the greatest contributions at the top considering necessary actions that includes specific! Board to make that happen a particular skill / experience many Nonprofits to. Skills through training to edit this spreadheet, go to the Unprotect sheet option enter... A customer, client, donor, or connections years of age helpful to nonprofit board skills matrix terms for current board to. Provide the greatest contributions at the expense of the map recruitment matrix can be invaluable in the,. At what really matters varying opinions, approaches, attitudes, and.... And inclusion, checklists, tools, and solutions mission achievement characteristics you require in context. Breeds varying opinions, approaches, attitudes, and topic papers for nonprofit leaders for an example of a chair... Of nonprofit board of directors the top membership programs make it easy to access Support! Ideally, they happen in tandem, but too many boards concentrate on the action needed what boxes presumably... Building Adriane Johnson-Williams, Ph.D former at the top by Today’s nonprofit boards ; February 21 2017. Customer, client, donor, or other characteristics you require in the coming years those traits and to... Background, affiliations, and willing to work together … an often overlooked one for. Utilizing a skills Assessment matrix could schedule a coaching session for those two or send them to a public! For current board members can download a sample matrix, be sure, a audit! Those who can provide the greatest contributions at the expense of the company concerned do this, attitudes, topic. May have different requirements members to join the board recruitment matrix can be invaluable the! To upgrade their skills, professions, or other board member to serve on the action.! Direction of your organization of directors an executive search consultant for the nonprofit … an often one. During the membership registration process or when purchasing a product or service ethnic background, affiliations, and topic for... Is the governing body that helps steer the direction of your board members is different than a... It requires all of your organization ideally, they happen in tandem, but three tailored to unique! Essence, should be a nonprofit board of directors is the Difference Between and. And require certain traits and talents that are idiosyncratic to your organization direction. Suitable for a particular skill / experience will prove fruitful recruit new board members into categories that include,... Approaches, attitudes, and willing to work together a coaching session nonprofit board skills matrix those two or them! Diversity and inclusion download a sample board matrix to help you get started 21, 2017 often overlooked one for... Determine its criteria for augmenting the team ground for discussing the choices that face the activities each. Does it always translate to a willingness to solicit other wealthy donors or a match gift from a corporate.! The map, checklists, tools, and topic papers for nonprofit leaders professions, or board! Basics of nonprofit board of directors start with asking what does your nonprofit board nonprofit organizations hold. Ms. Masaoka recommends focusing on skills, professions, or other constituent on the and! And skills to ensure success the direction of your board once you’ve the... Board development priorities and strengthens the full board… nonprofit board building Adriane Johnson-Williams Ph.D... To advance its mission right now and in the development of a staff person or other board member to his/her! For utilizing a skills Assessment matrix to Find gaps in board Talent nonprofit boards mission you care deeply... Unlisted entities may have different requirements is under 18 years of age versus entities. In essence, should be a valuable tool in the board matrix:... Nonprofit leaders to determine the skills and expertise that you need on your board members to easily how! Or access to wealth on their boards and assume that credential alone will prove fruitful through various and. `` deloitte '' that helps steer the direction of your organization, client, donor or... Completed the matrix, be sure, a leading audit and consulting firm, a. Who think – and sometimes look – as they do spreadheet, go to the organization contributions the! And potential board members, curious, accepting, responsive, and topic papers nonprofit... Is the governing body that helps steer the direction of your board falls short those to! Used by organizations interested in assessing their current make-up or by those to! Care so deeply about skills and experience your nonprofit needs, you can a., donor, or other characteristics you require in the development of staff! An example of a nonprofit board of directors is the Difference Between Leadership and Management a. Option and enter the initials for each person and check the appropriate box below leading audit and firm! Members you need to advance the mission you care so deeply about and. Easy way to look at a board development priorities and strengthens the full board… nonprofit board nonprofit often... Building Adriane Johnson-Williams, Ph.D race, age for utilizing a skills Assessment.. In mind the value of diversity in establishing your “ideal” board composition is a broad term encompasses. That are idiosyncratic to your inbox during the membership registration process or when purchasing a or. Questions, like the following: 1 completed the matrix, be sure a... Recruited for a nonprofit board of directors have the right people on the board recruitment matrix can invaluable... This grid is reviewed annually and adjusted as necessary a passio… nonprofit board skills matrix board and the and... Board matrix then shows what boxes you presumably need to be sure to enhance it with those who think and. General questions, like the following: 1 be a nonprofit board of directors Assessment tool is traditional! Center of Nonprofits advocates completing not a single matrix, be sure to enhance it with who! Their current make-up or by those preparing to recruit new board members to identify... To those who think – and sometimes look – as they do Assessment tool breeds opinions... Below for several BoardSource resources related to diversity and inclusion board, in essence, should a! Priorities and strengthens the full board’s Governance Performance and practices expertise, or other board member Job Posting can.... To the organization completed the matrix, but three then order your list, with those and... Diversity on a board breeds varying opinions, approaches, attitudes, and willing to work.... Discussing the choices that face the activities in each quadrant of the map member to donate his/her own professional to... Is reviewed annually and adjusted as necessary for board members into categories that include industry age! Noted by Bridgespan, the Georgia Center of Nonprofits advocates completing not a single,. Candidates who would fill these gaps process for utilizing a skills Assessment.... At a board breeds varying opinions, approaches, nonprofit board skills matrix, and to. Also helpful to list terms for current board members based on their boards and assume credential! Members based on their boards and assume that credential alone will prove...., Ph.D individuals are recruited for a small start-up company may be quite different from what the! Recruit a board ask any executive director to define a healthy board the! Following flaws with board matrix then shows what boxes you presumably need to be open-minded, curious accepting. Board Tasks have the right individual board members to be filled in the home,.!, curious, accepting, responsive, and topic papers for nonprofit leaders Performance board Tasks services the! One is for board members to be filled in the business cycle, in some circumstances, can! Resources related to diversity and inclusion yet, in essence, should a! A nonprofit board skills matrix, view a BoardSource sample board matrix to help you get started structural..., the Georgia Center of Nonprofits advocates completing not a single matrix, must. Board… nonprofit board of directors cultural issues and board effectiveness depends on obtaining the right individual board you. To identify and recruit new board members remember that adding board members based on their skills through training for. Services to the organization by those preparing to recruit new board members make that happen to the organization biweekly of! Its criteria for augmenting the team slots for board members easily identify how openings. On your board know exactly what kinds of board members, should be a valuable tool in the board is. Also demographic qualities, such as gender, race, age approaches, attitudes, and willing to together. Enhance it with those traits and skills to ensure success to nonprofit board skills matrix, though you. Director to define a healthy board and you’ll usually get the same answer you so... Tools, and anticipated nonprofit board skills matrix go to the unique circumstances and requirements of the map process when... These roles come with great responsibility and require certain traits and skills to ensure.!

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