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Tips On Recruiting And Retaining New Board Members
By Susan Kaplan

Has your board gone through the routine of electing a slate of new board members only to lose half or more of them before the year-long term is over?
While some circumstances beyond anyone's control-job changes to a new geographic area, illness, for example-many board member losses are due to haphazard and unsystematic recruitment in the first place.

A common scenario is: Nominating Committee meets for first, and perhaps only, time just before it is expected to present a slate of board nominees to the chapter board or membership. Because time is short, friends or acquaintances of nominating committee members are drafted to fill the open board slots. They're often told:"this won't take very much time!"

 
"A more reliable scenario is: chapter develops a process
for recruiting, orienting and retaining
board members
who fit the chapter's identified needs
and adheres to
that process."

A more reliable scenario is: chapter develops a process for recruiting, orienting and retaining board members who fit the chapter's identified needs and adheres to that process. The process is developed or tweaked by the Nominating Committee which meets regularly throughout the year.

A thorough process for recruiting and retaining new board members consists of some or all of the following steps:

1. Analyze current board composition (grid form is a handy tool -  click below to download in PDF format or ) to download in Excel 5/95/97 format).   http://www.himss.org/private/chapters/focus/recruiting_retaining.html

2. Determine where "gaps" are.

3. Write short profiles of desired board members to fill the gaps.

4. Circulate the profiles among board members to see if they know people who fit the descriptions.

5. Identify and cultivate candidates who can potentially fill the gaps.

6. Collect applications, resumes or vitae for potential candidates (and maintain them in a file for future reference).

7. Meet with, interview and screen candidates.

8. Decide which candidates to recommend; determine their interest in board membership and ensure they know what would be expected of them as board members.

9. Create the slate of new nominees.

10. Elect new board members using chapter election process.

11. Orient the new board members promptly and, perhaps, assign each one an old board-member "buddy" for three months.

12. Build cohesiveness and team spirit within the board by including periodic social opportunities in the annual board calendar (for example, potlucks, 30-minute refreshment and visiting period before board meetings, annual board picnic including family members).

13. Conduct an annual board member satisfaction survey and integrate suggestions for improving board performance.

14. Recognize board members and officers who are leaving the board.

An often asked question: once we determine our board gaps and develop the profiles of the people we are looking for, where do we find them?

The best places to tap for board members are within the chapter, itself-in committees, task forces or ad hoc committees put together for specific purposes (these members have already proven themselves and their interest), or among the general membership (especially those who regularly participate in chapter activities). People who have already been involved in the chapter come to the chapter board with knowledge of HIMSS. That gives them a head start in becoming members of the "team". From outside the chapter, work-place colleagues may also be suitable for recruiting. Other sources are businesses, organizations or companies in the community which employ health information systems professionals or allied professionals on their staffs. To tap such resources, one can frequently get assistance from directors or staff members of human resources departments.

In order develop a continuing and reliable pool of potential candidates, it is highly beneficial for chapters to promote and support the development of active committees and other volunteer opportunities. Through involving as many "players" in the chapter as possible, the board members a chapter needs will be right in its "backyard".

EXAMPLES

PROFILES OF BOARD MEMBERS TO BE RECRUITED

  • Outgoing male 50-60 years old or female 35-50, with management experience. Public relations, marketing and/ and communications experience desirable. This individual will be asked to serve on the Communications Committee and should be willing, ultimately, to chair that committee. 
  • Male or female, preferably under 35 or over 50 from non-hospital work setting. Detail oriented individual with bookkeeping experience or knowledge and general computer skills. Familiarity with Quicken desirable. Will work with current Treasurer at educational events. Should be willing to become Treasurer in the future.
  • Female, between 35 and 50, with training, teaching or curriculum development background, pertinent education or program development experience with interest in serving on Program Committee. Will be expected to work on the Chapter's annual educational conference. 
  • Non-Caucasian male or female, any age, with strong journalistic writing skills and the ability to create material for and upload files to a web site. Willing to write-up narrative reports on chapter events for the chapter's electronic newsletter. Should be willing to serve on the Chapter's Communication Committee.
  • Reprinted with permission from Healthcare Information and Management Systems Society web site at http://www.himss.org/

    Susan Kaplan
    Susan Kaplan has worked in the independent sector for the twenty-five years and volunteered for all sorts of causes for thirty-five. All of her work has related to developing organizational capacity for groups to achieve their purposes. She has developed training programs for boards and staffs, created organization development materials, consulted for organizations on program development, board and staff development and infrastructure, management issues, strategic planning, public relations and fund raising. Until her retirement and return to organization development consulting in May, 1999, Ms. Kaplan was an Associate Director of Chapter Services at the Alzheimer's Association. Ms. Kaplan received her BA degree from Brandeis University and her MA from San Francisco State University.

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