SlideShare a Scribd company logo
1 © 2012 Ventureneer. All rights reserved.
Need Nonprofit Board
Members? LinkedIn Helps
You Make Connections
Nonprofit Coordinating Committee
July 17, 2013
Presented by: Michael Davidson,
Marc Halpert, and
Geri Stengel
2 © 2013 Ventureneer. All rights reserved.
Agenda
• Understanding the challenges and the opportunities
• 7 ways to ensure LinkedIn Board Member Connect
works for your nonprofit
1. Determine board needs
2. Look your best
3. Build your network
Before you need it
4. Experiment with search
5. Be introduced or go direct
6. Build relationships
7. Orient nonprofit board members
• Use LinkedIn for Other Purposes
3 © 2012 Ventureneer. All rights reserved.
Understanding the
Challenges and the
Opportunities
4 © 2013 Ventureneer. All rights reserved.
A Searchable Database of
200 Million Affluent Influential People
5 © 2012 Ventureneer. All rights reserved.
Determine the skills
and expertise you
need on your board
6 © 2013 Ventureneer. All rights reserved.
Whose responsibility?
• Role of the Governance
Committee
• Role of the Executive
Director
• Role of the Board Chair
Recruitment Preparation
By purpleslog
7 © 2013 Ventureneer. All rights reserved.
• Our Mission: the social change
we are committed to
• The impact we have had
• The change we could make
• The work of the Board in
achieving that change
• Needed skills, representation
and connections to resources
Create a Board Prospectus
8 © 2013 Ventureneer. All rights reserved.
What Skills and Subject Matter Expertise Are Needed?
• What skills and points-of-view are
missing?
• What connections to resources
and constituencies are needed?
9 © 2013 Ventureneer. All rights reserved.
Define Recruitment and Orientation Procedures
• Recruitment process
• Candidate interview questions
• Orientation procedures
• Board manual
10 © 2013 Ventureneer. All rights reserved.
Identifying Candidates
• The more specific you are in identifying skills and resources
needed, the easier it is to find them
• Think broadly about where you might find candidates –
professional organizations, people who have shown an
interest in the organization, etc.
• Board members should always be looking for their
replacements
• Invite the organization’s friends to a candidate identification
meeting
11 © 2012 Ventureneer. All rights reserved.
Look Your Best
12 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
13 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
14 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
15 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
16 © 2012 Ventureneer. All rights reserved.
© 2013 Ventureneer. All rights reserved.
17 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
18 © 2012 Ventureneer. All rights reserved.
Build Your Network
Before You Need It
19 © 2013 Ventureneer. All rights reserved.
It’s About the Connections of Your Connections
Adapted from Flickr image by Noah Sussman
20 © 2013 Ventureneer. All rights reserved.
LinkedIn Groups
• Use the Search box and begin typing in words describing what
you are looking for.
• See what Groups your own 1st degree connections are joining.
They may be right for you, too!
• Use Groups to expand your own connections and identify
people.
21 © 2013 Ventureneer. All rights reserved.
Example: Animal Welfare nonprofit wants to find
people interested in pets.
21
22 © 2013 Ventureneer. All rights reserved.
Sample Group Profile
Notice over
38,000 people are
in this Group!
22
23 © 2012 Ventureneer. All rights reserved.
Experiment With
Search
24 © 2013 Ventureneer. All rights reserved.
© 2013 Ventureneer. All rights reserved.
1. Auto-complete – As you type your
search term you’ll be prompted with
options for what you may be looking for
2. Suggested searches – Now when you
type in a search term you’ll see example
search queries for people or jobs related
to the term as well as a preview of top
results to help you find what you’re
looking for in one click.
3. Smarter query – The more you search
for content on LinkedIn, the more it learns
and understands your intent over time to
provide the most relevant results.
4. Enhanced advanced search – More
filters like location, company, school etc.
5. Automated alerts – Save your searches
and get an alert you when the results
change.
25 © 2013 Ventureneer. All rights reserved.
Advanced Search
Click on “Advanced” for more robust
search features and targeted searching!
25
26 © 2013 Ventureneer. All rights reserved.
Advanced Search
Board Connect allows
for greater searching
capacity!
26
27 © 2013 Ventureneer. All rights reserved.
Save Your Searches!
Puts LinkedIn on auto-pilot for you.
27
28 © 2012 Ventureneer. All rights reserved.
Be Introduced or Go
Direct
29 © 2013 Ventureneer. All rights reserved.
Email Directly, Get Introduced, Use InMail
30 © 2013 Ventureneer. All rights reserved.
Direct: Ask to connect
Direct: Ask to Connect
31 © 2013 Ventureneer. All rights reserved.
Ask a 1st Degree Connection for an Intro
32 © 2013 Ventureneer. All rights reserved.
LinkedIn Board Member Connect
Talent Finder account
($1,000 value)
Amplify your ability to
search and to reach.
FREE for one person at
your nonprofit!
For more info, email:
boardconnect@linkedin.com
33 © 2013 Ventureneer. All rights reserved.
InMail Note – Personalize It
Dear xxx,
We share a number of connections on LinkedIn, and an interest in xxx.
I’m on the board of Praxis Housing, a homeless organization in NYC. I
am looking for good people to help with this great organization,
including opportunities from serving on a committee to joining our board.
Based on your skills in xxx and your experience with xxx, you would
make an excellent candidate for our board.
Please let me know a good time to speak and your phone number.
Regards,
Geri
34 © 2012 Ventureneer. All rights reserved.
Build Relationships
35 © 2013 Ventureneer. All rights reserved.
Different Medium Same Rules
36 © 2012 Ventureneer. All rights reserved.
Orient Nonprofit
Board Members to
Ensure Their Success
37 © 2013 Ventureneer. All rights reserved.
• Initial orientation
• Meeting with chair for
committee/project
assignment
• Board mentor connection
• Assessment check in
Support for New Board Members
38 © 2013 Ventureneer. All rights reserved.
What Does the Board Need to Do Its work?
1. A Board management plan
2. Motivated board members
39 © 2013 Ventureneer. All rights reserved.
A Board Management Plan
• Clear expectations for each board member upon joining the
board and at each year anniversary
• A process to evaluate their performance of those expectations
• Specific deliverables for each committee; made new every
year.
• A process to check on committee progress
• Regular reporting to the board of progress towards its
objectives
40 © 2013 Ventureneer. All rights reserved.
Motivated Board Members
• Mutually supportive and accountable
• Valuing differences in perspective and skills
• A place for learning
• Fun and collegial
• Achievable and clear objectives
• Open communication
• Willing to compromise
41 © 2012 Ventureneer. All rights reserved.
Use LinkedIn for
Other Purposes
42 © 2013 Ventureneer. All rights reserved.
Auction Gifts
43 © 2013 Ventureneer. All rights reserved.
Going Out of Town:
Setup a Meeting With Someone You Want to Know
44 © 2013 Ventureneer. All rights reserved.
Need an Excuse to Be in Touch: LinkedIn Today
45 © 2013 Ventureneer. All rights reserved.
Wrap up
46 © 2013 Ventureneer. All rights reserved.
A Roadmap to Using Linked Board Member Connect
1. Determining board needs
2. Look your best
3. Build your network
Before you need it
4. Experiment with search
5. Be introduced or go direct
6. Build relationships
7. Orient nonprofit board members
47 © 2013 Ventureneer. All rights reserved.
• LinkedIn Board Member Connect
• Board Tune Up Kit
• 5 Ways to Make LinkedIn Board Connect
Work for Your Nonprofit
• Putting LinkedIn to Use for Your
Nonprofit – articles and more
• Benefits to Being on a Board
• LinkedIn’s Learning Center for Nonprofits
• Other free sources for board candidates:
– boardnetUSA.org
– BoardServeNYC
– New York Junior League Nonprofit
Board Clearinghouse
– Industry associations such as
lawyers, accountants, nurses, etc
• Paid sources for board candidates:
– VCG Governance Matters
– BoardAssist
Resources
48 © 2013 Ventureneer. All rights reserved.
Questions
49 © 2013 Ventureneer. All rights reserved.
Connect With Us
Name Contact Info
Michael Davidson midavidson@aol.com
347-431-9452
http://www.boardcoach.com/
http://www.linkedin.com/in/michaelfdavidson
Marc Halpert marchalpert@connect2collaborate.com
203-373-0875
http://www.connect2collaborate.com
http://www.linkedin.com/in/marchalpert
@marchalpert
Geri Stengel geri@ventureneer.com
212-362-3088
http://ventureneer.com/
http://www.linkedin.com/in/geristengel
http://www.facebook.com/Ventureneer
@ventureneer
50 © 2012 Ventureneer. All rights reserved.

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Linked in board connect npcc-7.17.13

  • 1. 1 © 2012 Ventureneer. All rights reserved. Need Nonprofit Board Members? LinkedIn Helps You Make Connections Nonprofit Coordinating Committee July 17, 2013 Presented by: Michael Davidson, Marc Halpert, and Geri Stengel
  • 2. 2 © 2013 Ventureneer. All rights reserved. Agenda • Understanding the challenges and the opportunities • 7 ways to ensure LinkedIn Board Member Connect works for your nonprofit 1. Determine board needs 2. Look your best 3. Build your network Before you need it 4. Experiment with search 5. Be introduced or go direct 6. Build relationships 7. Orient nonprofit board members • Use LinkedIn for Other Purposes
  • 3. 3 © 2012 Ventureneer. All rights reserved. Understanding the Challenges and the Opportunities
  • 4. 4 © 2013 Ventureneer. All rights reserved. A Searchable Database of 200 Million Affluent Influential People
  • 5. 5 © 2012 Ventureneer. All rights reserved. Determine the skills and expertise you need on your board
  • 6. 6 © 2013 Ventureneer. All rights reserved. Whose responsibility? • Role of the Governance Committee • Role of the Executive Director • Role of the Board Chair Recruitment Preparation By purpleslog
  • 7. 7 © 2013 Ventureneer. All rights reserved. • Our Mission: the social change we are committed to • The impact we have had • The change we could make • The work of the Board in achieving that change • Needed skills, representation and connections to resources Create a Board Prospectus
  • 8. 8 © 2013 Ventureneer. All rights reserved. What Skills and Subject Matter Expertise Are Needed? • What skills and points-of-view are missing? • What connections to resources and constituencies are needed?
  • 9. 9 © 2013 Ventureneer. All rights reserved. Define Recruitment and Orientation Procedures • Recruitment process • Candidate interview questions • Orientation procedures • Board manual
  • 10. 10 © 2013 Ventureneer. All rights reserved. Identifying Candidates • The more specific you are in identifying skills and resources needed, the easier it is to find them • Think broadly about where you might find candidates – professional organizations, people who have shown an interest in the organization, etc. • Board members should always be looking for their replacements • Invite the organization’s friends to a candidate identification meeting
  • 11. 11 © 2012 Ventureneer. All rights reserved. Look Your Best
  • 12. 12 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
  • 13. 13 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
  • 14. 14 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
  • 15. 15 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
  • 16. 16 © 2012 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved.
  • 17. 17 © 2012 Ventureneer. All rights reserved.© 2013 Ventureneer. All rights reserved.
  • 18. 18 © 2012 Ventureneer. All rights reserved. Build Your Network Before You Need It
  • 19. 19 © 2013 Ventureneer. All rights reserved. It’s About the Connections of Your Connections Adapted from Flickr image by Noah Sussman
  • 20. 20 © 2013 Ventureneer. All rights reserved. LinkedIn Groups • Use the Search box and begin typing in words describing what you are looking for. • See what Groups your own 1st degree connections are joining. They may be right for you, too! • Use Groups to expand your own connections and identify people.
  • 21. 21 © 2013 Ventureneer. All rights reserved. Example: Animal Welfare nonprofit wants to find people interested in pets. 21
  • 22. 22 © 2013 Ventureneer. All rights reserved. Sample Group Profile Notice over 38,000 people are in this Group! 22
  • 23. 23 © 2012 Ventureneer. All rights reserved. Experiment With Search
  • 24. 24 © 2013 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved. 1. Auto-complete – As you type your search term you’ll be prompted with options for what you may be looking for 2. Suggested searches – Now when you type in a search term you’ll see example search queries for people or jobs related to the term as well as a preview of top results to help you find what you’re looking for in one click. 3. Smarter query – The more you search for content on LinkedIn, the more it learns and understands your intent over time to provide the most relevant results. 4. Enhanced advanced search – More filters like location, company, school etc. 5. Automated alerts – Save your searches and get an alert you when the results change.
  • 25. 25 © 2013 Ventureneer. All rights reserved. Advanced Search Click on “Advanced” for more robust search features and targeted searching! 25
  • 26. 26 © 2013 Ventureneer. All rights reserved. Advanced Search Board Connect allows for greater searching capacity! 26
  • 27. 27 © 2013 Ventureneer. All rights reserved. Save Your Searches! Puts LinkedIn on auto-pilot for you. 27
  • 28. 28 © 2012 Ventureneer. All rights reserved. Be Introduced or Go Direct
  • 29. 29 © 2013 Ventureneer. All rights reserved. Email Directly, Get Introduced, Use InMail
  • 30. 30 © 2013 Ventureneer. All rights reserved. Direct: Ask to connect Direct: Ask to Connect
  • 31. 31 © 2013 Ventureneer. All rights reserved. Ask a 1st Degree Connection for an Intro
  • 32. 32 © 2013 Ventureneer. All rights reserved. LinkedIn Board Member Connect Talent Finder account ($1,000 value) Amplify your ability to search and to reach. FREE for one person at your nonprofit! For more info, email: boardconnect@linkedin.com
  • 33. 33 © 2013 Ventureneer. All rights reserved. InMail Note – Personalize It Dear xxx, We share a number of connections on LinkedIn, and an interest in xxx. I’m on the board of Praxis Housing, a homeless organization in NYC. I am looking for good people to help with this great organization, including opportunities from serving on a committee to joining our board. Based on your skills in xxx and your experience with xxx, you would make an excellent candidate for our board. Please let me know a good time to speak and your phone number. Regards, Geri
  • 34. 34 © 2012 Ventureneer. All rights reserved. Build Relationships
  • 35. 35 © 2013 Ventureneer. All rights reserved. Different Medium Same Rules
  • 36. 36 © 2012 Ventureneer. All rights reserved. Orient Nonprofit Board Members to Ensure Their Success
  • 37. 37 © 2013 Ventureneer. All rights reserved. • Initial orientation • Meeting with chair for committee/project assignment • Board mentor connection • Assessment check in Support for New Board Members
  • 38. 38 © 2013 Ventureneer. All rights reserved. What Does the Board Need to Do Its work? 1. A Board management plan 2. Motivated board members
  • 39. 39 © 2013 Ventureneer. All rights reserved. A Board Management Plan • Clear expectations for each board member upon joining the board and at each year anniversary • A process to evaluate their performance of those expectations • Specific deliverables for each committee; made new every year. • A process to check on committee progress • Regular reporting to the board of progress towards its objectives
  • 40. 40 © 2013 Ventureneer. All rights reserved. Motivated Board Members • Mutually supportive and accountable • Valuing differences in perspective and skills • A place for learning • Fun and collegial • Achievable and clear objectives • Open communication • Willing to compromise
  • 41. 41 © 2012 Ventureneer. All rights reserved. Use LinkedIn for Other Purposes
  • 42. 42 © 2013 Ventureneer. All rights reserved. Auction Gifts
  • 43. 43 © 2013 Ventureneer. All rights reserved. Going Out of Town: Setup a Meeting With Someone You Want to Know
  • 44. 44 © 2013 Ventureneer. All rights reserved. Need an Excuse to Be in Touch: LinkedIn Today
  • 45. 45 © 2013 Ventureneer. All rights reserved. Wrap up
  • 46. 46 © 2013 Ventureneer. All rights reserved. A Roadmap to Using Linked Board Member Connect 1. Determining board needs 2. Look your best 3. Build your network Before you need it 4. Experiment with search 5. Be introduced or go direct 6. Build relationships 7. Orient nonprofit board members
  • 47. 47 © 2013 Ventureneer. All rights reserved. • LinkedIn Board Member Connect • Board Tune Up Kit • 5 Ways to Make LinkedIn Board Connect Work for Your Nonprofit • Putting LinkedIn to Use for Your Nonprofit – articles and more • Benefits to Being on a Board • LinkedIn’s Learning Center for Nonprofits • Other free sources for board candidates: – boardnetUSA.org – BoardServeNYC – New York Junior League Nonprofit Board Clearinghouse – Industry associations such as lawyers, accountants, nurses, etc • Paid sources for board candidates: – VCG Governance Matters – BoardAssist Resources
  • 48. 48 © 2013 Ventureneer. All rights reserved. Questions
  • 49. 49 © 2013 Ventureneer. All rights reserved. Connect With Us Name Contact Info Michael Davidson midavidson@aol.com 347-431-9452 http://www.boardcoach.com/ http://www.linkedin.com/in/michaelfdavidson Marc Halpert marchalpert@connect2collaborate.com 203-373-0875 http://www.connect2collaborate.com http://www.linkedin.com/in/marchalpert @marchalpert Geri Stengel geri@ventureneer.com 212-362-3088 http://ventureneer.com/ http://www.linkedin.com/in/geristengel http://www.facebook.com/Ventureneer @ventureneer
  • 50. 50 © 2012 Ventureneer. All rights reserved.