Nonprofit Board Recruitment & Orientation

A strong and well-equipped board is key to organizational success. Invoke offers customized board development, including governance training, leadership alignment, and strategic guidance. Our approach ensures that board members are engaged, informed, and equipped to drive impactful decision-making.

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Testimonials

“Ivy Buchan did an outstanding job helping our organization develop our Strategic Plan and brought our Board of Directors together in a collaborative way so that we were all excited to focus and participate. Additionally, she led Board Governance discussions and helped us define our committee structure. She offered fresh and objective perspectives and suggested actionable next steps and recommendations. She is professional and has a wealth of knowledge and experience in nonprofit management, fundraising, strategic planning, and more. We highly recommend Ivy to other nonprofit leaders and would welcome the opportunity to work with her again.”

~ Maddie Young, President & CEO, YWCA Carlisle & Cumberland County

“Ivy Buchan was just what the Harrisburg Symphony Association needed. Her knowledge of nonprofit structure and governance, combined with her deep roots in Harrisburg make her an ideal thought partner. In one mid-scale planning session, she was able to bring our board together quickly and lead us to strategic initiatives in a thorough and enjoyable manner. Ivy and her team are exemplary, and a joy to work with and we highly recommend them.”

~ Matthew Herren, Executive Director, Harrisburg Symphony Association 

What is Board Recruitment and Orientation?

Nonprofit board recruitment and orientation is the process of identifying, selecting, and onboarding new members to a nonprofit organization's board of directors.

This crucial process involves finding individuals with the right skills, experience, and passion to guide the organization's mission and strategic goals.

Effective recruitment and orientation are essential for ensuring that the board is well-equipped to make informed decisions, secure resources, and provide oversight to help the organization achieve its objectives.

Key Components of Board Recruitment & Orientation

By focusing on these aspects, nonprofit organizations can build a strong, effective board that supports their mission and fosters long-term success.


Key Components of Board Recruitment

  1. Identifying Needs: Assessing the current composition of the board to identify gaps in skills, expertise, and diversity.

  2. Candidate Selection: Finding and evaluating potential candidates who align with the organization's mission and needs.

  3. Interviews and Evaluations: Conducting interviews to assess candidates' qualifications and fit.


Key Components of Board Orientation

  1. Introduction to the Organization: Providing an overview of the nonprofit's mission, history, and current projects.

  2. Board Roles and Responsibilities: Clarifying the duties and expectations of board members.

  3. Governance and Policies: Educating new members on governance structures, policies, and procedures.

  4. Strategic Planning: Involving new members in strategic planning to ensure alignment with organizational goals.

 


How to Conduct an Effective Nonprofit Board Recruitment and Orientation Process

Conducting an effective nonprofit board recruitment and orientation goes through six major steps. Ivy will help you customize each step and align it with the goals of the organization.  

1. Establish a Nominating Committee: Activate a dedicated team to oversee the recruitment process.

2. Identify Organizational Needs: Assess your nonprofit's current needs and gaps in board expertise.

3. Create a Board Matrix: Use this tool to visualize your board's composition and identify areas for improvement.

4. Develop Clear Role Descriptions: Clearly outline expectations and responsibilities for potential board members.

5. Conduct Thorough Interviews: Evaluate candidates' skills, commitment, and alignment with your mission.

6. Plan a Comprehensive Orientation: Prepare new members with essential information about your organization, its mission, and board responsibilities.

Beyond Recruitment and Orientation:

7. Offer Training and Coaching as Needed: Give board members the support and information they need to stay engaged and be successful in their roles.

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Common Pitfalls in Nonprofit Board Recruitment

A well-executed recruitment process helps identify diverse, skilled individuals who can contribute valuable expertise and perspectives to guide the organization's mission.

Proper orientation accelerates new members' integration, clarifies expectations, and establishes a shared understanding of the nonprofit's values, goals, and operations.

This foundation enables board members to quickly engage in meaningful work, make informed decisions, and provide effective oversight. The most common pitfalls include:

Panic Recruiting: Waiting until the last minute to find board members, which allows for too little vetting and increases risks.

Recruiting for the Current Organization Instead of the Future: Failing to consider the leadership skills needed for the nonprofit's next phase of development.

Equating Loud Personalities with Servant Leadership: Mistaking critics or people with big egos for effective leaders.

Lack of Diversity: Failing to embrace board diversity by recruiting only from similar networks, resulting in a homogeneous board lacking varied skills and perspectives.

Recruiting Based on Name Recognition: Pursuing well-known individuals solely for their reputation, rather than their passion for the organization's mission.

Common Pitfalls in Nonprofit Board Orientation

To avoid pitfalls, nonprofits should implement a thorough recruitment process, provide comprehensive orientation materials, set clear expectations, and foster ongoing board development.

This approach will help ensure a diverse, engaged, and effective board of directors.

A thoughtful recruitment and orientation process contributes to better board retention and engagement, ultimately strengthening the nonprofit's ability to fulfill its purpose and serve its community.  The most common pitfalls include:

Inadequate Orientation: Failing to provide a proper on-boarding, leaving new board members to learn their responsibilities through "on-the-job" training.

Unclear Expectations: Not setting clear expectations for board members' roles, including their involvement in fundraising and personal financial contributions.

Lack of a Comprehensive Orientation Strategy: Not having a vibrant, well-structured orientation approach that begins immediately after a candidate accepts the position.

Insufficient Information Sharing: Failing to provide new board members with detailed information about the organization's history, finances, and strategic goals.

Neglecting Ongoing Education: Focusing solely on initial orientation without providing continuous learning opportunities for board members.

How a Consultant Can Help with
Nonprofit Board Recruitment and Orientation

A nonprofit consultant can play a pivotal role in enhancing your organization's board by conducting a thorough assessment of its needs. This foundational step allows them to develop a customized recruitment strategy that attracts diverse, skilled candidates who align with your mission.

They can also create comprehensive orientation programs and materials to ensure new board members are well-equipped to contribute from the start.

Additionally, consultants can facilitate engaging board development and team-building activities that foster collaboration and effectiveness.

Throughout the process, they provide ongoing support and guidance to help your board reach its full potential. By leveraging a consultant's expertise, nonprofits can build a strong, diverse board of directors capable of driving their mission forward with clarity and purpose.

How We Customize Our Board Recruitment and Orientation

We understand that every nonprofit has unique needs. Our customization process includes:

  • A free consultation to discuss your organization's needs and how Invoke can help.
  • Confirming the goals for our time together.
  • Crafting a proposal, if needed.
  • Services provided at an hourly rate.
  • We can start with a minimum of only five hours.
  • In-person and virtual options are available.

This personalized approach ensures that the recruitment and orientation directly address your organization's specific challenges and objectives.

Schedule Your Free Consultation

Ready to Strengthen Your Recruitment and Orientation?

Contact us today to help create a customized recruitment and orientation process. Invoke can help align stakeholder visions, engage the community, and deliver a plan that will help further your organization's mission.

Schedule Your Free Consultation

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