"If you need a board member—recruit a board member. If you need a volunteer—recruit a volunteer."
Agree or Disagree?
The Governance Hat:
"We invite spiritually discerning and governance-savvy people to consider board service—but we don't propose marriage on the first date!"
"In our organizational annual planning process, we seek to hear God's voice and spiritually discern His direction. We also 'own the strategy.'"
The Volunteer Hat:
"We are crystal clear—when recruiting new board members—that the Volunteer Hat is optional for board members and volunteer service must be passion-based, and aligned with a volunteer's spiritual gifts, strengths and 'social style.'"
We have written board policies and/or protocols that carefully define the reporting relationship for board members when they volunteer in the organization. (Read: The Imperfect Board Member, by Jim Brown)
During a board meeting, when a zealous board member inappropriately brings a Volunteer Hat situation or problem to the table, our board chair graciously moves the discussion back to the agenda and true Governance Hat topics.
The Participant Hat:
"Board members should be informed, up front, of the organization's realistic expectations regarding attendance at ministry events (graduations, walk-a-thons, annual celebrations, etc.). Effective boards leverage a Board Member Annual Affirmation Statement, a document signed annually by both new and current members that spells out the specifics for all three hats. This annual affirmation also adds rich meaning to the spiritual calling of board service and inspires high commitment."
Balancing Roles - Facilitators Guide
Balancing Role - Read and Engage Guide