Board Recruitment Profile
Ideal board member skills/attributes for recruitment
The Prompt
The Prompt
Create [PROFILE COUNT: 3–5] prioritized Board Recruitment Profiles for [ORGANIZATION NAME] to guide strategic, inclusive board recruitment aligned to mission.
The Board Recruitment Profiles should:
- Start with a one-line title and a 1–2 sentence “Why this profile now” tied to [STRATEGIC PRIORITIES FOR 12–24 MONTHS] and current board gaps.
- Specify “Must-have” and “Nice-to-have” skills and lived experience based on a skills matrix (e.g., finance, legal, HR, fundraising, program/domain expertise), not generic traits.
- State diversity/perspective needs using inclusive, non-tokenizing language; explain why the perspective benefits governance and community accountability.
- Detail responsibilities and realistic time commitment: [MEETING CADENCE], committee(s), prep hours/month, events, and estimated annual hours; note [HYBRID/REMOTE] and [GEOGRAPHY] expectations.
- Clarify fundraising role: explicit [GIVE/GET] (if any), examples of non-monetary fundraising actions (peer introductions, hosting small gatherings, storytelling, advocacy).
- Include governance basics: [TERM LENGTH], onboarding timeline, conflict-of-interest and fiduciary duties, any [LEGAL/FINANCIAL REQUIREMENTS].
- Describe support offered: staff liaison, board mentor, training (governance/fundraising), accessibility/accommodations, and how busy professionals can succeed.
- Outline selection criteria and vetting steps: values alignment, references, conflict check, sample screening questions (3–5).
- Suggest 3–6 targeted sourcing avenues: relevant associations, community partners, alumni/affinity groups, volunteer leaders, client/participant leaders (as appropriate).
- Provide a 75–100 word outreach blurb tailored to this profile.
- Use [TONE]: FORMAL (policy-aligned, precise), WARM (community-centered, inviting), or CASUAL (plain-language, friendly).
- List author/signatory and contact: [AUTHOR: Board Governance Committee/Board Chair/ED], [CONTACT EMAIL]; add “Review by [DATE]” for annual refresh.
Each profile should be 250–350 words plus the outreach blurb and screening questions. Produce clear, concrete expectations; avoid clichés (“rockstar,” “work hard/play hard”), jargon, and tokenizing language. Aim for focus: prioritize what the board truly needs now, be transparent about time and fundraising expectations, and write so a small team can recruit confidently without a search firm.
How to Customize
- Replace all [BRACKETED] fields with your specific information
- Adjust tone and length as needed for your audience
- Review and personalize before using
Pro Tips
- Test this prompt with your preferred AI tool before using in production
- Always review AI output for accuracy and appropriateness
- Customize outputs to match your organization’s voice and brand
Related Prompts
(See other prompts in the board category)
Example Outputs
Compare scenarios: We tested this prompt with 3 different nonprofit contexts. Each scenario shows outputs from GPT-5, Claude, and Gemini. Select a model above each scenario to compare.
Small Community Org
Rural, volunteer-powered adult literacy nonprofit serving farmworker and tribal families in Central Oregon; modest budget supported by local donors and county funds.
View scenario details
PROFILE 1 — STYLE: FORMAL Title: Treasurer & Finance/Audit Chair
Why this profile now: We must build three months of operating reserves, steward growth to three new mobile tutoring sites, and comply with a potential two‑year county contract. Our current board lacks advanced nonprofit finance capacity and audit leadership.
Must-have skills and experience: - Nonprofit finance leadership: multi-year budgeting, cash flow, reserves modeling, monthly dashboards - Audit/financial review prep; 990 review; internal controls and risk management - Treasury/banking and finance calendar management Nice-to-have: - CPA or former controller/CFO for sub-$2M nonprofits - Oregon public funding compliance and cost-allocation - Experience presenting finance to non-financial audiences
Diversity and perspective: We welcome candidates from communities most connected to our learners (rural residents, bilingual/bicultural leaders, first-generation college, Tribal or Latino/a/x community members). These perspectives strengthen fiduciary decisions, ensure reserves targets reflect program realities, and improve transparency that earns community trust.
Responsibilities and time: - Chair Finance & Audit; lead annual budget, reserves plan, and audit/financial review; present dashboards at six board meetings. - Committee(s): Finance & Audit (chair), Executive (as Treasurer). - Meetings: Board every other month (Thu evenings); committee monthly; half-day spring retreat; 2–3 community events. - Prep: 2–3 hrs/month; peak 10–15 hrs during audit/budget. - Estimated annual hours: 90–120. Hybrid—primarily in person in Prineville or Madras, with Zoom available for all meetings. Central Oregon service area; within a 90‑minute drive preferred.
Fundraising expectations: No mandatory minimum; suggested $500 give-or-get with 100% participation in the annual appeal; make two peer introductions/year. Non-monetary examples: co-present a “finance made simple” donor briefing; host a small coffee; share impact stories tied to reserves.
Governance basics: Two-year term, renewable up to three terms (max 6 years). Onboarding (first 60–90 days): orientation with ED/Finance lead; review policies; join bank authorization; confirm calendar. Annual conflict-of-interest disclosure; confidentiality agreement; background check if interacting with learners.
Support offered: Staff finance liaison; board mentor; templates for dashboards; governance/fundraising training; accessible materials and accommodations; flexible scheduling to support busy professionals.
Selection and vetting: Values alignment, two references, conflict check (vendors/banks), sample board presentation. Sample screening questions: - How have you built or rebuilt operating reserves in a small nonprofit? - What internal control you implemented are you most proud of and why? - Describe how you explain financial health to non-finance stakeholders. - What risks do you watch most closely when public funding grows?
Targeted sourcing avenues: - Oregon Society of CPAs—Central Oregon Chapter - Local credit unions/banks (e.g., community banking officers) - Latino/a/x accountants networks; Association of Latino Professionals For America (ALPFA—Oregon) - COCC Small Business Development Center - Prineville and Madras Chambers; Oregon Nonprofit Association finance roundtables
Outreach blurb (95 words; FORMAL): High Desert Literacy Partners seeks a Treasurer to chair Finance & Audit as we expand bilingual tutoring to three mobile sites and build three months of operating reserves. Ideal candidates bring nonprofit finance leadership (budgeting, cash flow, audit/990) and can translate numbers into clear choices. CPA or controller experience is welcome but not required. Board meets six evenings/year; committee monthly; hybrid attendance available in Prineville/Madras. No giving minimum; suggested $500 give‑or‑get and two peer introductions annually. Help us strengthen stewardship and community trust. To learn more, contact governance@hdliteracy.org.
Author/Signatory: Board Governance Committee, governance@hdliteracy.org Review by October 1, 2026
PROFILE 2 — STYLE: FORMAL Title: Public Funding & County Contracts Leader
Why this profile now: We aim to secure a two-year county contract to stabilize bilingual tutoring expansion and need expertise in public procurement, performance metrics, and compliance. Our board currently lacks county contracting and government relations experience.
Must-have skills and experience: - Track record with county or state human services/education contracts: RFP strategy, cost proposals, scopes, reporting - Grant/contract compliance systems and dashboards; outcomes and equity metrics - Stakeholder relations with county staff, commissioners, and partner agencies Nice-to-have: - Legal/policy or procurement background - Knowledge of Central Oregon (Crook/Jefferson) funding priorities - Data-sharing agreements and privacy
Diversity and perspective: We encourage candidates with public sector, Tribal government, and community health/education experience, including bilingual professionals. This perspective ensures agreements reflect real community needs, safeguard accountability, and elevate equity in contract design and reporting.
Responsibilities and time: - Lead a time-limited Government Relations & Contracts workgroup; partner with staff on RFP timeline, pricing, deliverables, and monitoring. - Coach board on advocacy within 501(c)(3) rules. - Committee(s): Government Relations (ad hoc, chair), Development (member). - Meetings: Board 6x/year; workgroup monthly (more during RFP windows); half-day retreat; 2–3 county partner meetings/events. - Prep: 3–4 hrs/month; peak 10–12 hrs during RFP/negotiation. - Estimated annual hours: 70–100. Hybrid—primarily in person in Prineville or Madras, with Zoom for all meetings. Within 90‑minute drive preferred.
Fundraising expectations: No mandatory minimum; suggested $500 give-or-get; two peer introductions/year. Non-monetary examples: open doors to county partners, speak at advocacy briefings, review case statements for public/private co-funding.
Governance basics: Two-year term, up to three terms. Onboarding (60–90 days): mission/governance training; review prior grants; align an ethical engagement plan with counties. Annual conflict-of-interest disclosure; confidentiality; background check if interacting with learners.
Support offered: Staff grant/contract liaison; board mentor; legal review access; templates for RFPs/reports; scheduling flexibility.
Selection and vetting: Values alignment, two references (ideally public-sector partners), conflict check (lobbying/procurement rules). Sample screening questions: - Walk us through a county contract you helped win and manage—what made it successful? - How do you balance compliance with community-centered outcomes? - What relationships in Central Oregon could you activate or help us build? - Where do county contracts typically go off-track, and how do you prevent that?
Targeted sourcing avenues: - Association of Oregon Counties; Oregon Public Purchasing Association - County HHS/Education alumni networks; OSU Extension in Central Oregon - Oregon Public Health Association; Early Learning Hub partners - Confederated Tribes of Warm Springs program administration networks - Regional hospital/community benefit and CCO partners
Outreach blurb (92 words; FORMAL): Help secure sustainable public funding for adult literacy in Central Oregon. High Desert Literacy Partners seeks a board member with county contracting expertise—RFP strategy, pricing, scopes, compliance, and performance metrics—to guide a two-year contract bid and ongoing stewardship. Board meets six evenings/year; a contracts workgroup meets monthly (more during RFP season). Hybrid attendance in Prineville/Madras. No giving minimum; suggested $500 give‑or‑get and two peer introductions annually. Your public-sector know‑how can translate into stable, equitable services for bilingual learners. Contact governance@hdliteracy.org.
Author/Signatory: Board Governance Committee, governance@hdliteracy.org Review by October 1, 2026
PROFILE 3 — STYLE: WARM Title: Bilingual Community Voice & Program Advisor
Why this profile now: We are expanding bilingual tutoring to three new mobile sites. Our board needs deeper, local lived experience to ensure sites, schedules, and supports fit how families learn and work. Community voice is a current gap.
Must-have skills and lived experience: - Bilingual (Spanish–English or other languages spoken by learners, e.g., Warm Springs dialects) - Community organizing, adult literacy/ESOL, or outreach experience - Knowledge of Crook and/or Jefferson County neighborhoods, employers, schools, and service hubs Nice-to-have: - Former HDLP learner/volunteer, CHW/promotora, library or Head Start experience - Mobile/onsite service design; evaluation or feedback facilitation
Diversity and perspective: We welcome leaders from communities we serve, including immigrants, Tribal members, farm and service workers, parents/caregivers, and first-generation students. Your perspective keeps governance grounded, strengthens accountability, and improves decisions about access, language, and trust.
Responsibilities and time: - Advise on mobile site selection, hours, child-friendly spaces, outreach partners; co-create feedback loops with learners. - Committee(s): Programs & Community Impact (member), Governance & DEI (member). - Meetings: Board 6x/year (Thu evenings); committees monthly; half-day spring retreat; 3–4 community events or listening sessions. - Prep: 2 hrs/month; more during site launch months. - Estimated annual hours: 60–90. Hybrid—primarily in person in Prineville or Madras, with Zoom for all meetings. Within 90‑minute drive preferred.
Fundraising expectations: No mandatory minimum; suggested $500 give-or-get; two peer introductions/year. Non-monetary examples: share your story (if comfortable), host a small plática/listening circle, invite partners, support social media advocacy.
Governance basics: Two-year term, up to three terms. Onboarding (first 60 days): orientation, buddy with a board mentor, tour current/mobile sites. Annual conflict-of-interest disclosure; confidentiality; background check required if you volunteer with learners.
Support offered: Staff liaison for Programs; interpretation, transportation support upon request, stipend for childcare if needed for meetings; training on governance and fundraising; flexible attendance.
Selection and vetting: Values alignment, community references, COI check, comfort giving and receiving feedback. Sample screening questions: - What makes a mobile tutoring site feel truly welcoming and safe? - How do you like to gather and share community feedback with decision-makers? - When have you helped bridge language or cultural gaps in a program? - What partners should we invite to the first three site launches?
Targeted sourcing avenues: - Latino Community Association; Juntos (OSU Open Campus) - Confederated Tribes of Warm Springs—Education/Adult Ed - COCC Adult Basic Education; local library literacy programs - Head Start Policy Councils; faith communities; community health worker networks - HDLP alumni, tutors, and site volunteers
Outreach blurb (97 words; WARM): Your voice can open doors to learning. High Desert Literacy Partners is adding three bilingual mobile tutoring sites and seeks a local, bilingual board member to help choose locations, shape welcoming spaces, and listen well. If you know Crook or Jefferson County communities and care about adult and family literacy, we’d love to talk. Board meets six evenings a year with monthly committee work; hybrid participation is available. No giving minimum; we simply ask for two peer introductions and a suggested $500 give‑or‑get. Let’s make literacy easier to reach. Email governance@hdliteracy.org.
Author/Signatory: Board Governance Committee, governance@hdliteracy.org Review by October 1, 2026
PROFILE 4 — STYLE: CASUAL Title: Technology & CRM/Volunteer Systems Lead
Why this profile now: We’re implementing a volunteer management/CRM system to scale bilingual tutoring and improve data for a county contract and fundraising. The board lacks tech/data governance and change management experience.
Must-have skills and experience: - Selected and rolled out a nonprofit CRM or volunteer system (e.g., Salesforce NPSP, Neon, Keela, Better Impact) - Data governance: roles/permissions, privacy, retention, simple dashboards - Process mapping and staff training; change management for small teams Nice-to-have: - Integration with email, forms, and text messaging; basic reporting/BI - Volunteer program design, background checks, scheduling - Cybersecurity basics
Diversity and perspective: We welcome technologists who center equity—designing tools in plain language, bilingual interfaces, and mobile-first access. Lived experience as a volunteer, adult learner, or rural resident helps us pick tools that work in the field, not just on paper.
Responsibilities and time: - Chair a short-term CRM/Volunteer Systems working group; define requirements, support vendor selection, oversee rollout, and coach on adoption. - Committee(s): Tech & Data (ad hoc, chair), Development (member for data-informed fundraising). - Meetings: Board 6x/year; working group monthly (biweekly during build); half-day retreat; 1–2 volunteer events. - Prep: 3–4 hrs/month; peak 8–10 hrs during implementation sprints. - Estimated annual hours: 70–110. Hybrid—primarily in person in Prineville or Madras, with Zoom available; within 90‑minute drive preferred.
Fundraising expectations: No mandatory minimum; suggested $500 give-or-get; two peer introductions/year. Non-monetary examples: set up a small data demo for donors; help craft outcomes dashboards; host a tech volunteer night.
Governance basics: Two-year term, up to three terms. Onboarding (first 60–90 days): tech stack overview, data policies, confirm project plan and milestones. Annual conflict-of-interest disclosure; confidentiality; background check if interacting with learners.
Support offered: Staff project lead; board mentor; vendor support; NTEN/tech training; accessibility accommodations; time-boxed sprints so busy professionals can contribute effectively.
Selection and vetting: Values alignment, two references (ideally implementation partners), COI check with vendors. Sample screening questions: - Tell us about a CRM/volunteer system you implemented—what worked, what didn’t? - How do you design dashboards that frontline staff actually use? - What’s your approach to privacy and permissions for a small nonprofit? - How would you help our team adopt new workflows?
Targeted sourcing avenues: - NTEN; Tech4Good Central Oregon; BendTech - Salesforce Saturday Bend; PDX Nonprofit Tech events - COCC Computer Information Systems and interns - AmeriCorps/Serve Oregon alumni; skilled volunteer networks (Catchafire)
Outreach blurb (88 words; CASUAL): Help us pick the right tools and use them well. High Desert Literacy Partners is rolling out a volunteer/CRM system to grow bilingual tutoring and sharpen our impact reporting. We’re looking for a board member who has led a CRM or volunteer system implementation and loves turning data into simple dashboards people actually use. Six evening board meetings a year, a short-term working group, and hybrid participation in Prineville/Madras. No giving minimum; suggested $500 give‑or‑get and two peer intros. Interested? Email governance@hdliteracy.org.
Author/Signatory: Board Governance Committee, governance@hdliteracy.org Review by October 1, 2026
AI Evaluation Details (Score: 8.8/10)
This is exceptionally strong board recruitment content that demonstrates deep understanding of nonprofit governance and the specific organization's context. The profiles are concrete, actionable, and avoid common pitfalls like tokenizing language or vague expectations. Minor improvements could include slightly more natural language flow in places and perhaps one additional sourcing avenue per profile.
- • Excellent specificity on time commitments with realistic hour estimates broken down by activity (e.g., '2–3 hrs/month; peak 10–15 hrs during audit/budget')
- • Thoughtful, non-tokenizing diversity language that explains WHY perspectives matter for governance (e.g., 'ensures reserves targets reflect program realities')
- • Strong alignment between strategic priorities and profile rationale—each 'Why this profile now' directly ties to stated organizational needs
- • Screening questions are genuinely useful and would surface real competencies (not generic 'tell us about yourself' questions)
- • Fundraising expectations are transparent and include creative non-monetary options appropriate for each role
- • Sourcing avenues are specific and geographically/contextually relevant (e.g., 'Confederated Tribes of Warm Springs—Education/Adult Ed')
- • Tone variation across profiles (Formal/Warm/Casual) is executed well and appropriate to each role
- • Support structures are clearly articulated, addressing common barriers for diverse candidates
- • Word counts are within specified ranges and profiles are scannable yet comprehensive
- • Outreach blurbs are compelling and could actually be used in recruitment emails
- • Profile 1 lists 'STYLE: FORMAL' as a header but this wasn't requested in the template—minor formatting inconsistency
- • Some phrases feel slightly AI-formulaic (e.g., 'Help us strengthen stewardship and community trust' appears in multiple variations)
- • Profile 3 could benefit from one more sourcing avenue given the importance of community connections
- • The annual hours estimates are helpful but ranges are quite wide (e.g., 60–90, 70–110)—tighter ranges might set clearer expectations
Mid-size Professional Org
Chicago-based workforce nonprofit connecting underrepresented adults to paid tech apprenticeships; ~6M budget with corporate sponsors, city contracts, and foundation grants.
View scenario details
Profile 1: Employer Partnerships and Apprenticeship Registration Lead Style: FORMAL
Why this profile now: ChiTech Pathways Alliance will register a DOL-approved software apprenticeship and add 10 employer partners within 12 months. We lack a board leader with direct apprenticeship registration experience and deep employer talent networks to accelerate standards, MOUs, and hiring commitments.
Must-have skills and lived experience - Program/domain: Registered Apprenticeship design and DOL/ETA standards; HR/talent acquisition in software/IT; employer partnership development and MOU negotiation. - Governance: Outcome metrics for work-based learning; risk and compliance for work-based earn-and-learn. - Lived experience: Familiarity with nontraditional pathways into tech (e.g., community college, bootcamps, apprenticeships).
Nice-to-have - Legal awareness of apprenticeship agreements and wage progression; experience with inclusive tech hiring; familiarity with WIOA/state apprenticeship tax credits. - Chicago metro employer network; national employer/funder links (for remote members).
Diversity and perspective needs - We welcome leaders from underrepresented groups in tech and workforce development. This perspective ensures our apprenticeship standards and employer practices are inclusive and responsive to candidates historically excluded from tech—strengthening governance and community accountability.
Responsibilities and time - Committee: Chair/Co-chair Partnerships & Programs. - Key tasks: Guide DOL registration; secure 10 employer hiring partners; advise competency and OJL standards; host employer roundtables. - Meetings: Board quarterly (evenings); committee monthly. Plus 2-hour strategy session and one full-day retreat. - Hybrid: Two in-person board meetings in downtown Chicago; two via Zoom. All committee meetings virtual. - Estimated annual hours: 70–90; prep 2–3 hours/month; attend 2–3 events.
Fundraising - $5,000 annual give-or-get; 100% participation. - Non-monetary: Introduce employer leaders; host small briefings; secure paid apprenticeship seats/sponsorships; provide thought leadership.
Governance basics - Three-year term, renewable once (max 6 years). Onboarding within 60 days: orientation, mentor pairing, policy acknowledgments. - Fiduciary and conflict-of-interest duties; annual COI and confidentiality acknowledgments. - Background check if visiting training sites. - No current employment with vendors holding contracts >$25k. - Adherence to DEI and data privacy policies.
Support offered - Staff liaison (Director of Employer Partnerships), board mentor, governance/fundraising training, accessible materials and accommodations. Clear agendas and prep packets help busy professionals contribute effectively.
Selection and vetting - Criteria: Values alignment, employer reach, apprenticeship expertise, collaborative style. - Steps: Application and resume; screening call; references; conflict check; committee conversation. - Sample screening questions: 1) Describe your role in registering or scaling an apprenticeship. What metrics did you track? 2) How would you help secure 10 employer partners in 9–12 months? 3) What barriers do nontraditional candidates face in tech, and how should we address them? 4) Share a time you aligned employer expectations with learner supports.
Targeted sourcing avenues - Chicago Apprenticeship Network; 1871 and P33 Chicago talent initiatives; CompTIA Apprenticeships for Tech partners; Chicago SHRM; Tech Councils of North America members.
Outreach blurb (85 words) ChiTech Pathways Alliance seeks a board leader to help register our DOL-approved software apprenticeship and add 10 committed employer partners. If you build tech talent pipelines, lead HR/TA, or have hands-on apprenticeship experience, your guidance can open paid, inclusive pathways into software careers. Board meetings are hybrid; committees meet virtually. We ask a $5,000 give-or-get and active employer introductions. Join us to shape standards, agreements, and job placements that deliver equitable outcomes across Chicago’s tech economy.
Author/Signatory: Board Chair, boardchair@chitechpathways.org. Review by September 30, 2026.
Profile 2: Finance & Audit Chair (Treasurer-Designate) Style: FORMAL
Why this profile now: To open a South Side training hub, migrate to Salesforce, and grow unrestricted revenue by 25%, we need rigorous budgeting, cash flow, reserves, and controls. The board lacks a CPA/CFO with nonprofit audit and capital project oversight.
Must-have skills and lived experience - Finance: CPA or senior finance executive; nonprofit audit/990 oversight; cash flow, reserves, restricted vs. unrestricted funds; internal controls and risk. - Operations: Capital/tenant improvement budgeting, procurement, and multi-source funding (public/private). - Data: Finance governance for technology implementations and data privacy costs.
Nice-to-have - Experience with government grants, outcome-based contracts, CRA/community banking, or impact investing. - Chicago community bank or foundation relationships.
Diversity and perspective needs - We welcome finance leaders from communities historically underrepresented in executive finance roles. This perspective strengthens fiscal stewardship, trust with community stakeholders, and equitable investment decisions for the South Side hub.
Responsibilities and time - Committee: Chair Finance & Audit. - Key tasks: Lead budget and quarterly forecasts; oversee audit/990; review capital and Salesforce budgets; design dashboards; guide policies. - Meetings: Board quarterly (evenings); committee monthly; 2-hour strategy session; one full-day retreat. - Hybrid: Two in-person board meetings in downtown Chicago; two via Zoom. All committee meetings virtual. - Estimated annual hours: 80–100; prep 3–4 hours/month; attend 2–3 events.
Fundraising - $5,000 annual give-or-get; 100% participation. - Non-monetary: Introduce banking and corporate finance sponsors; host CFO roundtables; secure pro bono audit/controls support.
Governance basics - Three-year term, renewable once. 60-day onboarding; fiduciary and conflict-of-interest duties; annual COI and confidentiality acknowledgments; background check if visiting sites; no current employment with vendors >$25k; adherence to DEI and data privacy policies.
Support offered - Staff liaison (VP, Finance & Operations), board mentor, finance packet templates, board-effect training, accommodations, concise prep memos.
Selection and vetting - Criteria: Demonstrated nonprofit finance governance, ethical judgment, clarity with complex budgets. - Steps: Resume; finance materials review; interviews; references; conflict check. - Sample screening questions: 1) Describe a time you rebuilt financial dashboards to drive decisions. 2) How would you phase controls for a fast Salesforce deployment? 3) What is your philosophy on reserves vs. program expansion? 4) Share experience financing tenant improvements or build-outs.
Targeted sourcing avenues - Illinois CPA Society; Chicago CFO Leadership Council; Women Corporate Directors (Chicago); African American Finance Professionals; local community banks’ CRA officers.
Outreach blurb (88 words) ChiTech Pathways Alliance seeks a Finance & Audit Chair (Treasurer-designate) to steward our growth: a South Side training hub, Salesforce migration, and a 25% increase in unrestricted revenue. You are a CPA/CFO-level leader with nonprofit audit, capital budgeting, and internal controls experience who can turn numbers into clear guidance. Hybrid board service with monthly virtual committee meetings. $5,000 give-or-get and active sector introductions expected. Help ensure every investment advances equitable access to tech careers.
Author/Signatory: Board Chair, boardchair@chitechpathways.org. Review by September 30, 2026.
Profile 3: Corporate Partnerships & Revenue Growth Leader (Development Chair) Style: WARM
Why this profile now: To grow unrestricted revenue by 25% and expand employer pipelines, we need a board leader who converts mission-aligned relationships into multi-year sponsorships and individual giving. Our board is underweight in senior corporate relations and CSR sponsorship experience.
Must-have skills and lived experience - Fundraising: Corporate partnerships/CSR, enterprise sales, or philanthropy with a record of $250k+ annual portfolio growth. - Strategy: Sponsorship packaging, donor journeys, and compelling storytelling aligned to workforce outcomes. - Network: Chicago metro corporate access or national reach (remote considered).
Nice-to-have - Tech sector knowledge, event hosting, donor-advised funds, and workplace giving campaigns. - Comfort coaching peers on asks and stewardship.
Diversity and perspective needs - We welcome leaders whose networks expand access to inclusive corporate tables (including people of color, LGBTQ+, people with disabilities, immigrants). These perspectives broaden sponsorship prospects and ensure community-centered messaging.
Responsibilities and time - Committee: Chair Development. - Key tasks: Lead 25% unrestricted growth plan; co-create sponsorship menu; open doors to 10+ C-suite/CSR prospects; coach board on peer-to-peer asks; support small donor events. - Meetings: Board quarterly (evenings); committee monthly; 2-hour strategy session; one full-day retreat. - Hybrid: Two in-person board meetings in downtown Chicago; two via Zoom. All committee meetings virtual. - Estimated annual hours: 70–90; prep 2–3 hours/month; 3–4 cultivation events.
Fundraising - $5,000 annual give-or-get; 100% participation. - Non-monetary: Host salons or site visits; make warm intros; amplify impact stories; advocate for employee volunteerism/matching.
Governance basics - Three-year term, renewable once. 60-day onboarding; fiduciary and conflict-of-interest duties; annual COI and confidentiality acknowledgments; background check if visiting sites; no current employment with vendors >$25k; adherence to DEI and data privacy policies.
Support offered - Staff liaison (Director of Development), board mentor, message and deck templates, prospect research, event support, accessibility accommodations.
Selection and vetting - Criteria: Values alignment, measurable revenue results, collaborative approach. - Steps: Resume; portfolio highlights; interviews; references; conflict check. - Sample screening questions: 1) Share a corporate partnership you structured—what value did each side receive? 2) How would you help us grow unrestricted revenue by 25% in 12 months? 3) Describe how you coach peers to make effective asks. 4) Which sectors in Chicago are most aligned with tech workforce equity?
Targeted sourcing avenues - Association of Fundraising Professionals (AFP) Chicago; Executives’ Club of Chicago; Chicagoland Chamber; Latinas in Tech; Chicago Urban League corporate partners; Techgiving.
Outreach blurb (92 words) Join ChiTech Pathways Alliance to open doors—and resources—for aspiring technologists. We seek a Development Chair to lead 25% growth in unrestricted revenue by shaping multi-year corporate partnerships and peer-to-peer giving. If you’ve built six-figure sponsorships or led CSR portfolios and want your network to create equitable tech careers, we’d love to talk. Hybrid board service; monthly virtual committee meetings. We ask a $5,000 give-or-get and enthusiastic introductions. Your partnership building will fund coaching, apprenticeships, and a new South Side hub.
Author/Signatory: Board Chair, boardchair@chitechpathways.org. Review by September 30, 2026.
Profile 4: South Side Training Hub & Facilities/Community Advisor Style: WARM
Why this profile now: We will open a South Side training hub and must align build-out, permitting, safety, and neighborhood partnerships. The board lacks real estate/facilities experience coupled with deep South Side community relationships.
Must-have skills and lived experience - Operations: Tenant improvements, vendor selection, permitting with the City of Chicago, ADA and safety compliance, and facilities budgeting. - Community: Partnership building with neighborhood organizations, workforce centers, and schools. - Lived experience: Familiarity with South Side communities and community accountability practices.
Nice-to-have - Public safety planning; procurement policies; experience with youth/young adult programming; public/private capital stacking.
Diversity and perspective needs - We welcome South Side residents and leaders connected to local institutions. This perspective grounds decisions in neighborhood priorities, builds trust, and improves learner safety and retention.
Responsibilities and time - Committee: Co-chair Facilities & Community Advisory (with staff). - Key tasks: Advise site selection/build-out; engage neighborhood partners; establish safety and accessibility standards; guide vendor RFPs consistent with procurement and COI policies. - Meetings: Board quarterly (evenings); committee monthly; 2-hour strategy session; one full-day retreat. - Hybrid: Two in-person board meetings in downtown Chicago; two via Zoom. All committee meetings virtual. - Estimated annual hours: 80–110 in year one (build-out), then 60–80.
Fundraising - $5,000 annual give-or-get; 100% participation. - Non-monetary: Introduce local businesses and aldermanic offices; host neighborhood listening sessions; secure pro bono design, safety, or moving services.
Governance basics - Three-year term, renewable once. 60-day onboarding; fiduciary and conflict-of-interest duties; annual COI and confidentiality acknowledgments; background check if visiting sites; no current employment with vendors >$25k; adherence to DEI and data privacy policies.
Support offered - Staff liaison (Operations Manager), community engagement toolkit, mentor, governance/fundraising training, translated and accessible materials as needed.
Selection and vetting - Criteria: Place-based credibility, facilities know-how, collaborative approach with residents. - Steps: Resume; interview including community case example; references (including a community partner); conflict check. - Sample screening questions: 1) How have you centered neighborhood input in a facilities project? 2) What are the top permitting and safety risks for a training site? 3) How would you measure hub success in year one? 4) Share your approach to vendor selection with an equity lens.
Targeted sourcing avenues - Greater Auburn Gresham Development Corp.; South Shore Chamber; LISC Chicago; IFF; City Colleges of Chicago; Chicago CRED and similar workforce networks.
Outreach blurb (94 words) ChiTech Pathways Alliance is opening a South Side training hub to deliver industry-aligned coaching and apprenticeships. We seek a board advisor with facilities/real estate experience and strong neighborhood relationships to guide build-out, safety, and community partnerships. If you’re rooted in the South Side and have led tenant improvements or community facilities, your leadership can ensure a welcoming, high-quality space for learners. Hybrid board service; monthly virtual committee meetings. We ask a $5,000 give-or-get and community introductions. Help us open doors—and a new front door—for South Side tech talent.
Author/Signatory: Board Chair, boardchair@chitechpathways.org. Review by September 30, 2026.
Profile 5: Data, Salesforce, and Outcomes Governance Lead Style: FORMAL
Why this profile now: We will migrate to Salesforce for outcomes tracking while safeguarding learner data and demonstrating impact. The board lacks a Salesforce/data governance expert to oversee architecture, privacy, and change management.
Must-have skills and lived experience - Technology: Salesforce Nonprofit Cloud architecture/admin; integrations (e.g., LMS, forms, e-signature); role-based access and data governance. - Outcomes: Measurement frameworks, dashboards, and funder/state reporting. - Security: Cybersecurity practices and data privacy policies.
Nice-to-have - Experience with equity-centered analytics, FERPA-like considerations, and training nontechnical users; pro bono consulting networks.
Diversity and perspective needs - We welcome technologists from communities underrepresented in data leadership. This perspective helps design inclusive metrics, reduce bias in data use, and build trust with participants and partners.
Responsibilities and time - Committee: Chair Data & Impact. - Key tasks: Oversee Salesforce roadmap; approve data dictionary and retention; guide KPI dashboards; align privacy policies; plan user adoption. - Meetings: Board quarterly (evenings); committee monthly; 2-hour strategy session; one full-day retreat. - Hybrid: Two in-person board meetings in downtown Chicago; two via Zoom. All committee meetings virtual. - Estimated annual hours: 70–100; prep 2–3 hours/month; 1–2 site/data workshops.
Fundraising - $5,000 annual give-or-get; 100% participation. - Non-monetary: Secure pro bono admin hours; introduce tech funders; host data storytelling sessions.
Governance basics - Three-year term, renewable once. 60-day onboarding; fiduciary and conflict-of-interest duties; annual COI and confidentiality acknowledgments; background check if visiting sites; no current employment with vendors >$25k; adherence to DEI and data privacy policies.
Support offered - Staff liaison (Director of Data & Learning), solution architecture briefs, change management toolkit, mentor, accessibility accommodations.
Selection and vetting - Criteria: Salesforce and data governance depth, practical change leadership, commitment to ethical data use. - Steps: Resume; architecture review; interviews; references; conflict check. - Sample screening questions: 1) Outline a Salesforce migration you governed—key risks and mitigations. 2) How would you design an outcomes dashboard that serves staff and funders? 3) What privacy controls are must-haves for youth/young adult data? 4) How do you prevent bias in performance reporting?
Targeted sourcing avenues - Salesforce Chicago User Groups and Nonprofit Community; NTEN; TechShift Chicago; PepUp Tech; Blacks in Technology; Slalom/Accenture pro bono networks.
Outreach blurb (85 words) Help ChiTech Pathways Alliance migrate to Salesforce and tell a clear, ethical impact story. We seek a board leader to chair Data & Impact governance—shaping architecture, privacy, and dashboards that advance equitable outcomes. If you have Salesforce Nonprofit Cloud expertise and a passion for data that serves learners, we’d value your guidance. Hybrid board service; monthly virtual committee meetings. $5,000 give-or-get and introductions to tech funders or pro bono partners are expected. Build a data backbone our community can trust.
Author/Signatory: Board Chair, boardchair@chitechpathways.org. Review by September 30, 2026.
AI Evaluation Details (Score: 9.2/10)
This is exceptionally strong work that demonstrates deep understanding of nonprofit board governance and recruitment best practices. The profiles are concrete, actionable, and avoid common pitfalls like tokenizing language or vague expectations. Each profile directly ties to strategic priorities with specific, measurable contributions expected.
- • Outstanding specificity on must-have vs. nice-to-have skills—each profile identifies concrete expertise (DOL apprenticeship registration, Salesforce Nonprofit Cloud architecture, tenant improvements) rather than generic traits
- • Excellent handling of diversity language—frames perspectives as governance assets ('ensures our apprenticeship standards...are inclusive,' 'strengthens fiscal stewardship, trust with community stakeholders') without tokenization
- • Transparent and realistic about time commitments—provides annual hour estimates (70-110 hours) broken down by prep time, meetings, and events, making expectations crystal clear
- • Strong fundraising clarity—$5,000 give-or-get is stated upfront with concrete non-monetary alternatives (host employer roundtables, secure pro bono admin hours, introduce aldermanic offices) that feel authentic to each role
- • Thoughtful screening questions—each set probes for actual experience and values alignment (e.g., 'How do you prevent bias in performance reporting?' for the data lead)
- • Targeted sourcing avenues are specific and actionable—not generic LinkedIn suggestions but actual organizations (Chicago Apprenticeship Network, IFF, NTEN, Greater Auburn Gresham Development Corp.)
- • Outreach blurbs are compelling and role-specific—each captures the unique value proposition without sounding formulaic
- • Proper formal tone throughout—professional and precise without being stiff, appropriate for a $6M organization with government contracts
- • Excellent integration of scenario details—DOL registration, South Side hub, Salesforce migration are woven naturally into each relevant profile
- • Profile 3 uses 'WARM' style designation but the actual text maintains formal tone throughout—minor inconsistency between label and execution, though the formal tone is actually more appropriate
- • The annual hours estimates could benefit from a brief note about ramp-up period (e.g., 'first 90 days may require additional onboarding time')—though this is a very minor gap
- • While conflict-of-interest language is strong, the '$25k vendor contract' threshold appears in every profile verbatim—could be consolidated into a shared governance section to reduce repetition, though repetition does ensure clarity
Large Established Org
Boston-based, national arts education foundation with a 35-year history; ~$48M budget funded by major donors, national foundations, and corporate partners.
View scenario details
Profile 1: Capital Campaign Co‑Chair & National Corporate Partnerships Leader Tone: WARM (community-centered, inviting)
Why this profile now To close our $50M Arts & Youth Center campaign and deepen national corporate partnerships, we need a proven major-gifts and sponsorship strategist. Current board gap: limited Fortune 500 relationships at the $1M+ level and few members with capital campaign leadership experience.
Must-have skills and lived experience - Major gifts strategy ($1M+), campaign pacing and pipeline management, donor stewardship - Corporate partnerships/CSR/Brand/Sponsorship leadership; contract and naming rights familiarity - Comfort co-hosting salons, pitching, and storytelling tied to youth arts impact Nice-to-have - Capital project fundraising, cause marketing, PR/comms, Boston/Northeast networks - Experience engaging employee resource groups and national field sales teams
Perspective and lived experience we seek (inclusive) - Leaders from communities historically excluded from arts philanthropy (e.g., Black, Latine, AAPI, Indigenous, LGBTQ+, first‑gen, immigrant, public‑school alumni). This perspective expands our donor universe to reflect the youth we serve and builds trust with corporate ERGs and diverse philanthropists—strengthening governance and community accountability.
Responsibilities and time commitment - Committees: Co‑Chair, Campaign Steering; Member, Development - Meetings: Board meets six times/year; committees monthly; 2‑day fall retreat - Events: Gala and campaign salon events; host or co‑host at least one salon annually - Prep/time: 3–4 hours/month prep; estimated 110–140 hours/year - Hybrid—at least three in‑person meetings in Boston; remaining via Zoom; travel support available as needed. National board with Northeast anchor; willingness to travel to Boston three times per year.
Fundraising role - $25,000 annual give‑or‑get (personal gift and/or secured gifts/sponsorships/introductions) - Non‑monetary: introduce 10+ prospects, host small gatherings, co‑author proposals, share testimonials on LinkedIn, join donor meetings
Governance basics - Three‑year term, renewable up to two times (max 9 years) - Onboarding: 60–90 days (mission briefing, finance/campaign deep‑dive, site visit) - Fiduciary duties; annual conflict‑of‑interest and confidentiality agreements - Gift acceptance and ethics policies; background check if engaging directly with youth; officers complete bank KYC for signatory roles
Support offered - Staff liaison (Chief Advancement Officer), board mentor, governance/fundraising training - Accessibility/accommodations; concierge staff support for salons; materials and talking points tailored for busy professionals
Selection criteria and vetting steps - Values alignment, references, conflict check, review of past campaign outcomes - Screening questions: 1) Tell us about a $1M+ gift or multi‑year sponsorship you helped close—what moved the donor? 2) How do you open doors to national prospects you don’t already know? 3) What’s your philosophy on give‑or‑get and personal giving? 4) How would you use your corporate networks to advance a youth arts capital project?
Targeted sourcing avenues - Association of Corporate Citizenship Professionals (ACCP); CMO Council; The Conference Board CSR Council - New England Council corporate members; 50/50 Women on Boards; NABA/ALPFA corporate partners - Corporate ERG leaders (Arts, Black/Latine/Asian/PRIDE), sports/entertainment sponsorship networks
Outreach blurb (75–100 words) Harbor Light Arts & Youth Trust is in the homestretch of a $50M campaign to build a transformative Arts & Youth Center. We’re recruiting a board leader who can co‑chair the campaign and grow national corporate partnerships. If you’ve led seven‑ and eight‑figure gifts or sponsorships and love connecting purpose to business value, we’d like to meet you. Expect a clear $25k give‑or‑get, hands‑on staff support, and meaningful moments with young artists. Hybrid service; travel support available. Help us open doors—and a new home for creativity.
Author/signatory: ED, ed@harborlighttrust.org Review by December 31, 2026
Profile 2: Finance, Audit & Enterprise Risk Chair Tone: FORMAL (policy-aligned, precise)
Why this profile now We are implementing enterprise risk management (ERM) and stewarding a complex capital project. Current board gap: no sitting CFO/CRO with ERM adoption experience; limited construction/financing oversight and cybersecurity expertise.
Must-have skills and lived experience - Senior finance leadership (CFO/Controller/CRO), audit committee experience, ERM design and rollout - Capital project financing (debt/equity/bonds), investment oversight, nonprofit accounting - Policy development: reserves, liquidity, internal controls, cyber/data privacy oversight Nice-to-have - Construction project controls/owner’s rep experience; treasury/banking; Massachusetts nonprofit compliance
Perspective and lived experience we seek (inclusive) - Candidates with experience stewarding resources in community-centered or public-sector contexts (e.g., public schools, municipalities, small businesses, first‑gen professionals). This lens improves pragmatic risk decisions and strengthens stewardship of funds entrusted by diverse stakeholders.
Responsibilities and time commitment - Committees: Chair, Finance/Audit & Risk; seat on Executive Committee - Meetings: Board six times/year; Finance/Audit & Risk monthly; 2‑day fall retreat - Deliverables: Risk register and dashboard; audit plan; investment policy refresh; capital project oversight cadence - Prep/time: 3–4 hours/month prep; estimated 90–120 hours/year - Hybrid—at least three in‑person meetings in Boston; remaining via Zoom; travel support available as needed. National board with Northeast anchor; willingness to travel to Boston three times per year.
Fundraising role - $25,000 annual give‑or‑get; host/co‑host one salon - Non‑monetary: introductions to CFO peers and banks; advise on campaign financing structures; speak at investor/donor briefings
Governance basics - Three‑year term, renewable up to two times (max 9 years) - Onboarding: 60–90 days (audit/finance briefings, ERM framework selection, capital project review) - Fiduciary duties; annual conflict‑of‑interest and confidentiality agreements; gift acceptance/ethics - Background check if engaging directly with youth; officers complete bank KYC for signatory roles
Support offered - Staff CFO liaison; outside audit/risk advisors; D&O coverage; clear dashboards and calendaring designed for busy executives; hybrid participation tools
Selection criteria and vetting steps - Values alignment, references, conflict check; sample policy review exercise - Screening questions: 1) Share a time you implemented ERM—what changed at the board level? 2) How would you stress‑test our capital project (budget, schedule, risks)? 3) What indicators belong on a quarterly risk dashboard for a youth arts nonprofit? 4) How do you balance mission urgency with financial discipline?
Targeted sourcing avenues - Financial Executives International (FEI); NACD; Risk Management Association (RMA) - NABA, ALPFA, Women Corporate Directors; Boston CFO Leadership Council - Real estate/construction owner’s rep networks; cybersecurity leadership forums
Outreach blurb (75–100 words) Harbor Light Arts & Youth Trust seeks a Finance, Audit & Enterprise Risk Chair to help steward a $50M capital project and build an ERM program that matches our ambitions. If you’ve led audit committees, implemented ERM, and overseen capital financing, your expertise will directly protect and propel youth arts. Clear expectations: monthly committee leadership, hybrid meetings with three trips to Boston, and a $25k give‑or‑get with staff support. Join us to pair disciplined stewardship with creative possibility.
Author/signatory: ED, ed@harborlighttrust.org Review by December 31, 2026
Profile 3: K–12/EdTech Growth and Succession Governance Leader Tone: WARM (community-centered, inviting)
Why this profile now We aim to scale our digital arts curriculum to 100 school districts while planning CEO succession. Current board gap: few members with K–12 procurement/curriculum expertise, data privacy oversight, or nonprofit succession planning.
Must-have skills and lived experience - Senior K–12 leadership (Superintendent/CAO/CIO) or EdTech GTM/Product leader with district sales/adoption experience - Curriculum procurement, evidence/impact, FERPA/COPPA/data-sharing agreements - Experience with CEO evaluation/succession or executive search in mission-driven orgs Nice-to-have - District networks across the Northeast and nationally; digital equity initiatives; research partnerships; product roadmap advisory
Perspective and lived experience we seek (inclusive) - Current/former public school educator, caregiver of public‑school students, and/or leaders from underrepresented communities. This centers teacher/student realities, improves equitable access, and strengthens accountability to districts we serve.
Responsibilities and time commitment - Committees: Program & Strategy; Governance & HR (succession planning) - Meetings: Board six times/year; committees monthly; 2‑day fall retreat - Activities: Advise on district partnerships, pilots, privacy, measurement; help design CEO succession roadmap and annual evaluation - Prep/time: 3–4 hours/month prep; estimated 100–130 hours/year - Hybrid—at least three in‑person meetings in Boston; remaining via Zoom; travel support available as needed. National board with Northeast anchor; willingness to travel to Boston three times per year.
Fundraising role - $25,000 annual give‑or‑get; host/co‑host one salon focused on digital arts in schools - Non‑monetary: introduce superintendents/foundations/EdTech partners; join conference panels; provide case studies and testimonials
Governance basics - Three‑year term, renewable up to two times (max 9 years) - Onboarding: 60–90 days (program demos, school visits, data privacy briefing, succession planning overview) - Fiduciary duties; annual conflict‑of‑interest and confidentiality agreements; gift acceptance/ethics; background check if engaging with youth; officers complete bank KYC for signatory roles
Support offered - Staff liaison (Chief Program Officer) and board mentor; governance/fundraising training; accessibility/accommodations; scheduling that respects district calendars; travel support
Selection criteria and vetting steps - Values alignment, references, conflict check; brief case discussion on district adoption or succession - Screening questions: 1) How have you accelerated district adoption while protecting data privacy? 2) What evidence convinces districts to sustain arts programs? 3) Share a time you supported CEO succession or transition—what worked? 4) Which networks would you tap first to reach 100 districts?
Targeted sourcing avenues - AASA (School Superintendents), Chiefs for Change, Council of Great City Schools - ISTE, SETDA, Digital Promise, ASU+GSV community - State arts education associations; urban/rural district consortiums; educator affinity networks
Outreach blurb (75–100 words) Harbor Light Arts & Youth Trust is scaling a digital arts curriculum to 100 districts and planning thoughtful CEO succession. We’re seeking a board leader with K–12 or EdTech expertise who can open district doors, safeguard student data, and champion equitable arts access. You’ll serve on Program & Strategy and Governance & HR, with hybrid meetings and three trips to Boston annually. A clear $25k give‑or‑get is supported by staff and practical tools. Help us put creativity in every classroom—sustainably.
Author/signatory: ED, ed@harborlighttrust.org Review by December 31, 2026
AI Evaluation Details (Score: 7.4/10)
The output is comprehensive and well-structured, covering all required elements with concrete details. However, it fails to follow the tone instruction (requested CASUAL, delivered WARM/FORMAL), contains some inconsistencies, and occasionally uses language that could be more authentic and less formulaic.
- • Exceptional completeness—all three profiles include every required element: strategic rationale, must-have/nice-to-have skills, diversity language, time commitments, fundraising specifics, governance basics, support, screening questions, sourcing avenues, and outreach blurbs
- • Concrete, actionable details throughout: specific committee assignments, realistic hour estimates (90-140 hours/year), clear give/get expectations ($25k), and practical screening questions tied to each role
- • Strong strategic alignment—each profile directly addresses the organization's stated priorities (capital campaign, ERM, digital curriculum scale, CEO succession) with clear 'why now' rationales
- • Thoughtful diversity framing that explains governance value rather than tokenizing (e.g., 'This perspective expands our donor universe' and 'improves pragmatic risk decisions')
- • Excellent sourcing specificity with named associations (ACCP, FEI, AASA, ISTE) and targeted networks rather than generic suggestions
- • Realistic role differentiation—each profile has distinct responsibilities and committee structures that don't overlap inappropriately
- • Critical tone mismatch—prompt requested CASUAL tone but Profile 1 is labeled WARM and Profile 2 is labeled FORMAL, with language throughout that's more polished/professional than casual (e.g., 'stewarding,' 'homestretch,' 'pragmatic risk decisions')
- • Repetitive phrasing across profiles creates robotic feel: identical governance basics sections, nearly identical support language, and formulaic structure makes profiles feel template-driven rather than authentic
- • Inconsistent detail level—Profile 1 lists 'estimated 110–140 hours/year' while Profiles 2 and 3 use ranges (90-120, 100-130), and the hybrid/geography text is copy-pasted verbatim in all three rather than tailored
- • Some screening questions are vague or double-barreled (Profile 1, Q2: 'How do you open doors to national prospects you don't already know?' lacks specificity; Profile 2, Q4 combines two distinct concepts)
- • Minor accuracy concern—Profile 1's diversity statement lists many identity groups in a way that could feel performative despite good intentions; 'public-school alumni' in nice-to-have is oddly specific
- • Word count appears to exceed 250-350 for profiles (Profile 1 body text alone is ~380 words before blurb/questions), though this enables completeness
Test Summary: Generated Nov 2, 2025 • 3 scenarios • 9 total outputs • Average quality score: 8.71/10 • Total validation cost: $0.5487