• To increase the capacity, knowledge and confidence of individuals from ethno-racial communities who are interested in … 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. (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.) Should you encourage a celebrity to join the board? As an executive search consultant for the nonprofit … 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)? The … Again, Ms. Masaoka recommends focusing on the action needed. 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. 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. How We Can Help The Board Support Program. Founder and Principal. Deloitte, a leading audit and consulting firm, recommends a four-step process for utilizing a skills assessment matrix. Should you allow a family member of a staff person or other board member to serve on the board? As reflected on social media, like-minded people tend to gravitate to those who think – and sometimes look – as they do. 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. Dysfunctional Board (Behaviour Matrix … It requires all of your board members to be open-minded, curious, accepting, responsive, and willing to work together. The boards of listed versus unlisted entities may have different requirements. lll [Organization name] 1 2 3 4 5 6 7 8 9 Skills Notes Accounting/Bookkeeping 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. Framework Board Structure Board Process Board Membership Board Effectiveness Corporate Financial Performance Board Tasks? 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. Properly aligned, that board can effectively drive initiatives to success, through advisement, the … 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. Review the additional resources section below for several BoardSource resources related to diversity and inclusion. Before inviting new members to join, a board must determine its criteria for augmenting the team. Skip to content. It is a quick and easy way to look at a board of directors. To be sure, a thoughtfully-designed matrix can be invaluable in the board recruiting process. 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. 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. It’s about fundraising. 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. 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. tools for changesm ˘ˇˆ ˙˙˙ˆ ˆ˝ ˛ ˇ ˙ ˝ ˇ ˇ˚ ˇˆ ˜ ˝˝ ˆ sample board criteria/matrix ˘ ˇ ˆ If you start with a sample matrix, be sure to enhance it with those traits and talents that are idiosyncratic to your organization. The board skills matrix should always be tailored to the unique circumstances and requirements of the company concerned. 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. Such a questionnaire typically asks general questions, like the following: 1. Once you have identified the gaps, you can develop profiles of prospective candidates who would fill these gaps. Our membership programs make it easy to access the support you need to advance the mission you care so deeply about. 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) These are skills and traits you should look for when selecting your nonprofit board of directors. Board member initials Candidate initials COMMUNITY CONNECTIONS … 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. ccc ddd. 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. 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. To edit this spreadheet, go to the Unprotect sheet option and enter the password "deloitte". As noted by Bridgespan, the Georgia Center of Nonprofits advocates completing not a single matrix, but three. And, do we have the right people on the board to make that happen? Among some of the things on a board skills matrix should be the following categories: Skills; Expertise; Experience; Age; Gender; Compensation; Ethnicity; Race Personal attributes such as commitment to the organization, professional skills, philanthropic spirit, and experience with complex organizations are appropriate to virtually all governing boards. 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. 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. The board, in essence, should be a nonprofit’s not-so-secret weapon for mission achievement. The Standard Composition of a Nonprofit Board Nonprofit organizations often hold slots for board members based on their skills, professions, or connections. 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. You can download a sample board matrix to help you get started. Always keep in mind the value of diversity in establishing your “ideal” board composition and identifying gaps. 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. 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. The traditional matrix skills encourage operational thinking and meddling. Strategic imperatives provide a common ground for discussing the choices that face the activities in each quadrant of the map. Board composition is a broad term that encompasses issues such as who is on the board and the skills mix of the board. First, remember that adding board members is different than building a board. Board Skills Inventory Board member aaa. Yet, in some circumstances, it also can sabotage. 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. 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. Board/Governance; A tool for nonprofits to identify and track desirable board skills and characteristics, spotlighting what to seek from new board members. To view the complete picture, many organizations rely upon a board development matrix. For an example of a profile, view a BoardSource Sample Board Member Job Posting. 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. An often overlooked one is for board members to upgrade their skills through training. The board matrix then shows what boxes you presumably need to fill. Before recruiting, it is important to determine the skills and expertise that you need on your board. This step should reveal what the board … Draft a short … 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. Another possibility is simply to expand the board to bring in … 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. 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. Using a Skills Assessment Matrix to Find Gaps in Board Talent. Where are there significant gaps? The New Basics of Nonprofit Board Building Adriane Johnson-Williams, Ph.D. Organize current and potential board members into categories that include industry, age, ethnic background, affiliations, and anticipated roles. And ultimately, making strategic decisions … 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… Where are there significant gaps? Who is on the board matters, of course. This inventory tool is developed based on the policy (adopted by the board), which describes the composition of the board. 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. Connections Trap – many nonprofits aim to include wealth or access to wealth on their boards and assume that credential alone will prove fruitful. As boards pursue board refreshment, they need to consider the average tenure for board directors, the range of tenure, board size and committee structure. Nonprofit Board of Directors Assessment Tool. Should you recruit a board member who is under 18 years of age? A board matrix analysis will identify the strengths of your current board, and any gaps. Priority Legend American Indian Enter Month Year [Insert Your Organization Name] About Deloitte Deloitte refers to one or more of … 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. There is no fixed formula for determining the composition of a board. Board Skills Matrix Analysis Term Expiration Date Board of Directors Note: This spreadsheet is locked. 2. 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. This grid is reviewed annually and adjusted as necessary. The Relationship Between the Executive Director and the Board, Stop the Revolving Door – What Science Has to Say About Healthcare CEO Succession Planning. kkk. Are you familiar with our organization’s mission? Once you have identified the gaps, you can develop profiles of prospective candidates who would fill these gaps. Someone familiar with the individuals served by the nonprofit? 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. Start receiving Resources + Solutions, our biweekly offering of free downloads, checklists, tools, and topic papers for nonprofit leaders. 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? Once you have identified the skills and experience your nonprofit needs, you're ready to identify and recruit new board members. Draft a short description of the profile that includes the specific skills, expertise, or other characteristics you require in the board prospects. In building a board strategically, we must consider individuals’ qualities and talents in the context of the whole group and organizational goals. The Board Support Program helps lay the foundation for setting board development priorities and strengthens the full board’s governance performance and practices. The recruitment process requires both \"v… 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? Board Recruitment, Development and Assessment . These roles come with great responsibility and require certain traits and skills to ensure success. Completing a board matrix will allow you to do this. A tried-and-true tool for assessing your board’s composition and future needs is the board matrix… Companies and organizations go through various phases and stages in the business cycle. Unfortunately, it’s too often an unspoken assumption and having means doesn’t necessarily make a board member a major donor to your cause.