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Board Matrix Worksheet

Areas of Expertise/Leadership Qualities
Administration/Management
Early-stage organizations/start-ups
Financial oversight
Fundraising
Government
Investment management
Law
Leadership skills/motivator
Marketing, public relations
Human resources
Strategic planning
Physical plant (architect, engineer)
Real estate
Understanding of community needs
Technology
Other

Resources
Money to give
Access to money
Access to other resources (foundations,
corporate support)
Availability for active participation (solicitation
visits, grant writing)
Community Connections
Religious organizations
Corporate
Education
Media
Political
Philanthropy
Small business
Social services
Other
Personal Style
Consensus builder
Good communicator
Strategist
Team member
Visionary

# of Current
Members

# of Prospective
Members

Total
Members

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Age
Under 18
19 – 34
35 – 50
51 – 65
Over 65

0
0
0
0
0

Gender
Male
Female

0
0

Race/Ethnicity
African American/Black
Asian/Pacific Islander
Caucasian
Hispanic/Latino
Native American/Indian
Other

0
0
0
0
0
0

Excerpted from The Board Building Cycle: Nine Steps to Finding, Recruiting, and Engaging Nonprofit Board Members, Second Edition,
by Berit M. Lakey. BoardSource, 2007.

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BoardSource Board Recruitment Matrix

  • 1. Board Matrix Worksheet Areas of Expertise/Leadership Qualities Administration/Management Early-stage organizations/start-ups Financial oversight Fundraising Government Investment management Law Leadership skills/motivator Marketing, public relations Human resources Strategic planning Physical plant (architect, engineer) Real estate Understanding of community needs Technology Other Resources Money to give Access to money Access to other resources (foundations, corporate support) Availability for active participation (solicitation visits, grant writing) Community Connections Religious organizations Corporate Education Media Political Philanthropy Small business Social services Other Personal Style Consensus builder Good communicator Strategist Team member Visionary # of Current Members # of Prospective Members Total Members 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Age Under 18 19 – 34 35 – 50 51 – 65 Over 65 0 0 0 0 0 Gender Male Female 0 0 Race/Ethnicity African American/Black Asian/Pacific Islander Caucasian Hispanic/Latino Native American/Indian Other 0 0 0 0 0 0 Excerpted from The Board Building Cycle: Nine Steps to Finding, Recruiting, and Engaging Nonprofit Board Members, Second Edition, by Berit M. Lakey. BoardSource, 2007.