The Ohio State University Comprehensive Cancer Center – Arthur G. James Cancer Hospital and Richard J. Solove Research Institute

Board of Volunteers: The Onboarding, Engagement, and Exit Experience

April 24, 2014

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The Privileges of the Chair

Advocate for The James

Facilitate the Design of a Sustainable Plan & Strategy

Convene & Lead Effective Meetings

Remove Barriers & Build Bridges

Raise Money

Engage & Appreciate Board Members, Staff & Stakeholders

Continuously Improve & Share Practices

Cindy Hilsheimer

Managing PrincipalBeecherHill

hilsheimer@beecherhillsearch.com

James Foundation Board | Chair

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The “Big” Picture

Board Purpose & Structure

Member Qualifications, Responsibilities & Appointment

Onboarding & Education

Engagement

Ongoing Stewardship Thru Exit

Next Best Practice

Outline of Today’s Conversation

OSU | The Big PictureThe Ohio State University

OSU Wexner Medical CenterOSU Foundation 501(c)3

OSUCCC - James

The James Foundation 501(c)3

James Foundation Board

Development Staff

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History Mission Composition Committees

o Executiveo Governance & Nominatingo James Ambassadors Society

James Foundation Board | Purpose & Structure

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Board MemberQualificationsResponsibilitiesAppointment

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Passion for the Cancer Cause Commitment to Mission & Vision Complement to Board Diversity Embrace Philanthropy & Volunteerism Leadership Dedication & Drive Capacity to Support Connections

James Foundation Board | Member Qualifications

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Generous Financial Support Active Engagement Prospect Cultivation Fundraising Advocacy and Influence Donor Stewardship

James Foundation Board | Member Responsibilities

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Identification Referrals Targeting Ongoing pipeline Due diligence

Strategic Recruitment Engagement Invitation Nomination Appointment

James Foundation Board | Member Appointment

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James Foundation Board | Success Lifecycle

Educate

Engage

Appreciate

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BoardMemberEducation

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Onboarding Process Information Toolkit Frequent & Relevant

Communication Quarterly Meetings Facility Tours Leadership Relationships Development Officer Liaison

James Foundation Board | Member Education

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New Member Onboarding Program Welcome & Introductions Peer Mentor Orientation

OSU’s Volunteer Policies Structure & Protocol Role, Partnership, and Expectations Board Manual Philanthropy 101 Calendar of Events

James Foundation Board | Member Education

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Frequent & Relevant Communication Weekly Updates Publications Videos Recognition Development Officer Outreach Meeting Follow-up

James Foundation Board | Member Education

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BoardMemberEngagement

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Board Meetings Strategic Agenda Quarterly & Timely Select Venues Advance Materials Speaker Preparation Informative & Interactive Recognition Follow Up & Through

James Foundation Board | Member Engagement

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Strategic Meeting Agenda Social Interaction Inspiration Business Cancer Program Update Campaign Update Fundraising Focus Call to Action Feedback & Evaluation

James Foundation Board | Member Engagement

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Meaningful Involvement Development Officer Quarterly Meetings Partnership in the Fundraising Lifecycle Signature Fundraising Events Community Partner Events Cultivation Events Stewardship Events Event Host

James Foundation Board | Member Engagement

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BoardMemberAppreciation

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Recognizing Achievement of Expectations! Financial Contributions Meeting Attendance & Participation Development Officer Engagement Prospect Introduction & Cultivation Fundraising Advocacy and Influence Donor Stewardship

James Foundation Board | Member Appreciation

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Annual Engagement Summary

Inventory of Expectations Showcases Contributions, Collectively Recognizing Achievement

Annual Peer-to-Peer Stewardship Meeting

Expression of Gratitude Critical Conversation if Appropriate Solicit Feedback for Improvement Inspire Continued Tenure

James Foundation Board | Member Appreciation

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The ExitProcess

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Membership Tenure: Renewal? Yes = Continue Engagement No = Recognition & Appreciation

Recognize & Appreciation Tenure Conclusion

Share organizational successesConnect successes to board workHighlight individual accomplishmentsPresent giftStay connected

James Foundation Board | Exit Process

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Preserving an Important Friendship, Forever Annual Holiday Gathering Continued Stewardship Development Officer Liaison Publications James Ambassadors Society

James Foundation Board | Exit Process

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JamesAmbassadorsSociety

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Premier advocacy group for The James Subcommittee of The James Foundation Board Purpose:

Advance the initiatives for The James & the James Foundation Board by assisting in raising awareness and support for cancer education, research, &treatment

Enhance community awareness & involvement

Composition Role

James Foundation Board | Ambassadors Society

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Questions?

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Thank YouTo learn more about Ohio State’s cancer program, please visit cancer.osu.edu or

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