How to Use This Template

This template is designed to help you identify gaps in your board, determine the expertise needed, and strategically recruit members who can contribute meaningfully. Use this framework to evaluate who you need, how they can help, and what to look for in a candidate.

Step 1: Identify Gaps & Needs

• What are our biggest organizational challenges right now?
  • (Examples: Fundraising, financial oversight, marketing, legal compliance, community outreach)
• What expertise is missing from our current board?
  • (Examples: Grant writing, digital marketing, corporate sponsorships, legal expertise, governance)
• Do we need connections to specific industries or networks?
  • (Examples: Corporate donors, media, local government, high-net-worth individuals)
• Are there skill sets we need to strengthen?
  • (Examples: Strategy development, financial management, branding, HR/operations)

Step 2: Define the Ideal Board Member Profile

Role Title: [Position you are looking for]

• Key Contributions:
  • [How this person can directly support the organization’s mission]
• Skills & Expertise Needed:
  • [List of relevant skills and experience]
• Ideal Background & Industry Experience:
  • [What industries/professions would best fit this role?]
• Network & Connections:
  • [Who should they be connected to? Potential funders, partners, media, etc.]
• Commitment Expectations:
  • [Time requirement, meeting frequency, fundraising expectations]

Step 3: Evaluate & Prioritize Candidates

For each potential board member, assess them based on the following criteria: