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Charity Partner Guide

Thinking of applying but not sure if BoardLead is right for your organisation? Check out our FAQs to get a better sense of our programme and process. If you’ve read through the document and still have questions, please reach out to BoardLead for clarification!

Getting Started

What is BoardLead?

BoardLead elevates and transforms leadership in the social good sector by partnering with top companies, professional services firms and foundations to recruit, place, train and support talented professionals for high-impact board service.

Through a rigorous recruitment, training, and matching process, BoardLead will identify promising candidates and make the connection. Nonprofits then meet one-on-one with each candidate and together begin the process of deciding whether it’s a “match made in heaven.” For the candidates ultimately vetted, nominated and elected to boards, we provide governance training and offer one-on-one support they need to make an impact on day one.

BoardLead has operated in over 20 cities in the United States since 2015. This year, in 2021, Boardlead is expanding programming to London, United Kingdom in partnership with MasterCard, Trustees Unlimited, and NCVO.7

Who pays for BoardLead?

BoardLead is offered free of charge to our charity partners! Costs are generously covered by our corporate partners and other funders.

Should I apply to BoardLead?

BoardLead serves registered charities eager to develop and grow their Board of Directors.  BoardLead candidates bring passion for the mission, keen intellect and skills, an understanding of good governance, and a readiness to generate resources for their organisation.

PRE-REQUISITES: Charities must meet the following qualifications to apply:

  1. Be a registered charity operating in London.
  2. Board has a minimum of five (5) trustees currently serving.
  3. Ability to vet and elect trustee candidates in a 3-4 month time frame.
  4. Organisation carries trustee indemnity insurance.

ADDITIONAL CHARACTERISTICS: Charities that meet some of the following additional criteria tend to be strong fits for BoardLead:

  1. Board size is between 8-30 trustees.
  2. Board has a well-functioning committee structure in place and demonstrates effective governance practices.
  3. Organisation has stable leadership with no chief executive turnover anticipated in the upcoming year.
  4. Organisation has a demonstrated commitment to Diversity, Equity and Inclusion.
  5. Organisation’s life cycle has evolved beyond a proof-of-concept or start-up phase.
If now isn't the right time to apply, can our organisation apply to a later round?

Charities are invited to BoardLead by nomination only.  There is potential for your organisation to be nomination again in the future.

The BoardLead Process: How does it work?

What is the typical Tenure of a BoardLead candidate?

BoardLead candidates have been identified by their employer as high-performing and high-priority professionals.  They’re coming with considerable management experience, and are often in management positions with on average 10-25 years of experience. They are mostly in their 30s or 40s and come to the table with a range of expertises, from finance and strategy to HR, IT, marketing, legal, and so on.  While this is often their first board experience, they tend to be passionate and seasoned volunteers that have self-selected for this program.  BoardLead is a great way for these professionals to find board placement opportunities and receive wrap-around training and support to be impactful board members.

How do you prioritize finding candidates for our board that meet our diversity needs?

BoardLead hopes to make board matching as seamless as possible by getting to know your needs and the interests of the professionals we place.  Our team makes matches considering a number of factors, including the number of available board seats each organisation has, mission passion as expressed by candidates, skill alignment, and diversity needs that charities highlight.  We do so with the hopes that we are able to make connections that strengthen board leadership and ultimately have the highest chance of election.  While we cannot promise that we will be able to identify a candidate that meets your specific diversity needs if your organisation is invited to join the pool, we do keep this top of mind as we make introductions.

Do we have to elect our matched candidate?

No – BoardLead does not require you to elect the candidates we present to your organisation.  While we do our best to make matches that appear strong on paper, we trust you to decide whether they are ultimately right for your organisation.  We do, however, ask that you meet with each candidate BoardLead matches to your organisation.

Is it possible to not get a match through BoardLead?

Matches are made based on a variety of factors, including expressed candidate interest. If we are unable to identify a candidate whose passions and contributions align with your organisation’s stated needs, there is a chance we will not be able to make a match. However, due to the number of candidates we work with and the variety of missions represented in the pool, this does not happen often.

Will candidates be interested in my organisation’s cause area?

There is a good chance! We build our organisation cohort to represent a wide array of mission areas, as we find that our candidates come to us with a diversity of personal passion areas and expertise.

Will we only receive candidates from the corporate partner who nominated us?

No – If selected for our cohort, you will be eligible to meet candidates from any of our partners based in London.

My board might not be able to elect a candidate by the election deadline. Can I still apply to BoardLead?

This is a great question to ask your Round Manager. Please reach out to them directly with more specifics.

Can elections happen before the deadline? Can TRUSTEE service begin before then?

Yes – Elections can take place at any time before our election deadline. As soon as a candidate is elected, they may begin their board service.

How long will a BoardLeader serve on my board?

BoardLead candidates are expected to serve one full term of board service, once elected.  After that, it’s up to both you and your candidate to decide if they will be up for reelection.

BoardLead candidates receive “ongoing training” after their election. What does that mean?

Our team, in addition to Governance Training, will also provide one-on-one consultation to candidates for the first few months after their election.

Can my current TRUSTEES attend your training?

Unfortunately, our Good Governance Training is only designed to accommodate BoardLead candidates. However, we encourage our BoardLeaders to share their learnings with your board. Please note that BoardLead hosts a separate Nonprofit Learning Series, which is a multi-part webinar series designed to support charity leaders in practicing diversity, equity, and inclusion through board development. This series is open to your whole board.

Application Questions

How long will it take to complete the BoardLead application?

The BoardLead application is similar to a grant application and requires that you submit detailed information on your charities mission, finances, current governance practices, and recruitment needs. Several of the questions require narrative responses, and the most competitive applications will demonstrate strong attention to detail. We recommend that you devote about 90 minutes to complete your organisation’s application.

Can I save a draft of my application?

Yes – You are able to save each section of your application as you work through it. However, in order to save properly, you must first make sure all answers within a section are completely filled out and then hit ‘Save and Continue.’ 

Will I be able to edit my application after submitting it?

Yes – You will be able to edit your application at any time before our application deadline. Once the deadline passes, please reach out to your Round Manager, as they will be able to make edits from the back end of your application.

What other time commitments are required of CHARITIES outside of the application process and candidate vetting process?

Organisations selected for the cohort must attend BoardLead’s mandatory Kick-Off Webinar. This Webinar shares more specifics about our program, including information to prepare you for your first meeting with candidates.

Still have questions?

Contact us! Please reach out directly to Alexandra Hallock at alexandra@causestrategypartners.com with any questions.