Board recruitment matrix
========================

Board recruitment matrix

Organization: [ORGANIZATION NAME]

Updated on: [DATE]

Kept by: [NAME, CHAIR OR GOVERNANCE COMMITTEE]

Current board

| | [MEMBER 1] | [MEMBER 2] | [MEMBER 3] | [MEMBER 4] | [MEMBER 5] | [MEMBER 6] | [MEMBER 7] |
|---|---|---|---|---|---|---|---|
| Term ends (annual meeting year) | [YEAR] | [YEAR] | [YEAR] | [YEAR] | [YEAR] | [YEAR] | [YEAR] |
| Consecutive terms served | [NUMBER] | [NUMBER] | [NUMBER] | [NUMBER] | [NUMBER] | [NUMBER] | [NUMBER] |
| Office held, if any | [OFFICE] | [OFFICE] | [OFFICE] | [OFFICE] | [OFFICE] | [OFFICE] | [OFFICE] |
| Independent (Form 990 test) | [YES OR NO] | [YES OR NO] | [YES OR NO] | [YES OR NO] | [YES OR NO] | [YES OR NO] | [YES OR NO] |

Skills and experience

Mark each box: 2 = strong, 1 = some, blank = none.

| Skill or experience | [MEMBER 1] | [MEMBER 2] | [MEMBER 3] | [MEMBER 4] | [MEMBER 5] | [MEMBER 6] | [MEMBER 7] | Need in the next 2 years? |
|---|---|---|---|---|---|---|---|---|
| Finance, accounting or audit | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Legal or compliance | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Fundraising and donor relations | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Human resources | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Marketing and communications | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Technology and data | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Program expertise in our field | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Strategic planning | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Nonprofit board experience | | | | | | | | [HIGH, MEDIUM OR LOW] |
| [OTHER SKILL] | | | | | | | | [HIGH, MEDIUM OR LOW] |

Connections

| Connection | [MEMBER 1] | [MEMBER 2] | [MEMBER 3] | [MEMBER 4] | [MEMBER 5] | [MEMBER 6] | [MEMBER 7] | Need in the next 2 years? |
|---|---|---|---|---|---|---|---|---|
| The community we serve | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Local businesses | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Foundations and funders | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Local government | | | | | | | | [HIGH, MEDIUM OR LOW] |
| Faith or civic groups | | | | | | | | [HIGH, MEDIUM OR LOW] |
| [OTHER CONNECTION] | | | | | | | | [HIGH, MEDIUM OR LOW] |

Perspectives (voluntary, totals only)

| Perspective | Number of members who chose to share this | Does this reflect the people we serve? |
|---|---|---|
| Lived experience of our cause | [NUMBER] | [YES, PARTLY OR NO] |
| Speaks a language our clients speak | [NUMBER] | [YES, PARTLY OR NO] |
| Lives in the area we serve | [NUMBER] | [YES, PARTLY OR NO] |
| Age range | [SUMMARY] | [YES, PARTLY OR NO] |
| [OTHER PERSPECTIVE] | [NUMBER] | [YES, PARTLY OR NO] |

Gaps and recruiting plan

| Gap | Why it matters now | Leaving soon? (who, which year) | Where we'll look | Lead person | Target date |
|---|---|---|---|---|---|
| [GAP] | [REASON] | [NAME, YEAR] | [WHERE] | [NAME] | [DATE] |
| [GAP] | [REASON] | [NAME, YEAR] | [WHERE] | [NAME] | [DATE] |
| [GAP] | [REASON] | [NAME, YEAR] | [WHERE] | [NAME] | [DATE] |

Summary for the board

- Number of directors: [NUMBER]; independent: [NUMBER]
- Terms ending at the next annual meeting: [NUMBER]
- Top three gaps: [GAP 1], [GAP 2], [GAP 3]
- Candidates being approached: [NUMBER]
- Reviewed by the board on: [DATE]