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Board Succession Part 4: - Checklist
This help sheet the last in a series of four. If you have not done so
already you should read:
The process of finding, recruiting, selecting and installing new Board
members is perhaps the most important function of a Board. Assess your
Board's performance in this area by asking:
Have you …
- Identified what qualities and skills your Board needs now?
- Examined your organisation's Strategic Plan to ascertain what
qualities and skills your Board will need in the future?
- Decided how your Board could better reflect the diversity of your
members/clients/community?
- Considered setting up a recruitment or governance committee to
oversee the task of filling Board vacancies – and to keep on top of the
process throughout the year?
- Cast your net wide in conducting your search for potential
members, looking at:
- People already associated with your group (members, donors,
etc.)?
- People associated with existing, retiring or past Board
members, committee members, staff or volunteers?
- People with interests that correspond with your group's aims?
- Local community or business leaders?
- People with appropriate skills who could fulfill your needs for
greater diversity?
- Professionals with skills you require?
- People serving on Board advisory committees?
- People serving on other Boards?
- Spread the word that you are looking for new Board members?
- Scanned newspapers and other media for stories about people who
might suit your group?
- Checked women's registers and the Board Matching Service for
possible candidates?
- Built a "Prospect List", including information about potential
Board members' contact details and specific skills?
- Invited prospects to become involved in your group?
- Made a selection based on who can best serve your group's mission
and future directions, and who can best provide the skills and expertise
your group needs?
- Put in place and enacted screening procedures for potential Board
members?
- Thought carefully about your "pitch" before approaching potential
candidates, taking into account your needs and those of the prospect?
- Adhered to the processes and procedures outlined in your
organisation's constitution or rules in nominating and installing new
Board members?
- Followed up approvals by confirming the appointment and
congratulating the new member?
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