*Template* Board Matrix
In short, a board matrix exercise is a valuable tool for nonprofit boards of directors to ensure that their composition aligns with the organization's needs, goals, and challenges. It promotes effective governance, strategic planning, and sustainable growth, ultimately contributing to the nonprofit's overall success and impact. 

Please take 3-5 minutes to fill out the short form below to self-identify the areas you represent for your nonprofit organization.

By way of background, there are several important purposes for this exercise:

  1. Assessment of Skills and Expertise: The exercise helps identify the specific skills, knowledge, and expertise that each board member brings to the table. This assessment is crucial to ensure that the board has a well-rounded skill set that covers areas such as finance, legal, marketing, fundraising, programmatic expertise, governance, and more.

  2. Alignment with Strategic Goals: By mapping board members' skills and attributes to the nonprofit's strategic goals, the board can assess how well it is positioned to guide the organization towards achieving its mission. This process helps to identify gaps in expertise that might be needed to address the nonprofit's evolving challenges and opportunities.

  3. Diversity and Inclusion: The matrix exercise highlights the diversity of the board in terms of skills, experiences, backgrounds, and perspectives. A diverse board is better equipped to make informed decisions and drive innovation, as it avoids groupthink and fosters more comprehensive discussions.

  4. Succession Planning: The exercise facilitates succession planning by identifying potential gaps that may arise when board members' terms come to an end. It helps in identifying future leaders and ensuring a smooth transition of leadership roles within the board.

  5. Resource Allocation: By aligning board skills with strategic priorities, the exercise helps allocate resources effectively. It ensures that the right board members are involved in relevant committees, projects, and decision-making processes.

  6. Board Development: The matrix exercise assists in identifying areas where board members may need further development or training to enhance their contributions. This supports ongoing board education and growth.

  7. Accountability and Transparency: A transparent process of evaluating and documenting board skills and alignment helps demonstrate the board's commitment to fulfilling its fiduciary duty and supporting the organization's mission to stakeholders, including donors, partners, and the public.

  8. Enhanced Decision-Making: With a well-balanced mix of expertise and perspectives, the board is better positioned to make informed decisions that take into account various aspects of the nonprofit's operations and strategic direction.

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Please select your top skill sets: *
Required
I have taken on a formal leadership role as it relates to my board service (e.g. committee chair). *
If yes for the above, please list the leadership role(s) and years of service.
I would describe my leadership style as the following: *
Required
When it comes to fundraising, I am:
(Check all that apply)
 *
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(Gender) I identify as:
Clear selection
(Race/Ethnicity) I identify as:
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Age:
Clear selection
I identify as part of the LGTBQ community:
Clear selection
Please list any relationships (you are comfortable sharing) that could be a good connections for your nonprofit organization. For example:
 --Academia
--Advocacy
--Elected Officials/Policy Groups
--Foundations
--Religious Organizations
--Media
--Private Sector (corporate, entertainment, sports, etc.)
--Social Services Organizations
Name: *
Email Address: *
Year that I joined the board: *
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