The number one question I get asked in my role as a professional advisor and mentor to senior professionals is, “How do I get on a corporate board”. Over the years, through my work with corporations, recruiters, consultants, and board members, I’ve developed a framework that has consistently led to successful outcomes.
Here is my framework:
- Make a Plan: No significant goal can be achieved without a clear plan. What does your plan look like? Start by understanding your motivations for joining a board. Is it for networking, influence, personal growth, or giving back to an industry? Defining your purpose will shape the rest of your journey. What else is in the plan? Read on…
- Get Targeted: Understand the landscape of different types of boards—public companies, private companies, mutual funds, startups, family-owned businesses, etc. Narrow your focus to one or two types that align with your unique background, experience, and personality. For example, if you’ve worked in a senior position within a family-owned business, you may be well-suited for a similar type of board. Avoid casting too wide a net, as it often leads to a less focused and ineffective board search.
- Create a Compelling Personal Pitch: Most people will meet you before they read your board bio. Spend time crafting a story that clearly conveys why you are a great fit for the boards you are targeting. Start with a strong opener that grabs attention, then outline three key contributions you bring to a board, and finish with your relevant board experience and personal values. This structured approach is more likely to impress and inspire, opening more doors for you.
- Refine Your Online Presence: Your online personal brand is important, but for board roles, you’ll need to adjust your LinkedIn profile and your bio or resume to reflect a more board-focused narrative. Also, knowing what documentation is required for each type of board is critical. For example, a public company generally requires a board bio in addition to an executive resume for applications, while a private equity firm might only request a board-specific resume. In terms of your brand, make sure to update your headshot, refine your headline, and rewrite your role descriptions to highlight your skills and experience relevant to boards.
- Leverage Your Professional Network: Strategically identify 10 key people in your network to have initial conversations. The goal is to let influential people know about your aspirations to join a board, especially those you know well. However, be mindful not to ask for help or favors. As a potential board director, maintaining a high level of gravitas is crucial. Position yourself as someone offering value, not someone seeking help.
- Evaluate and Adjust Your Strategy: Part of your plan should include regular reviews of each step in this process to ensure it’s working effectively. An accountability partner, mentor, or coach is invaluable during this journey. Board interviews, for example, differ significantly from executive-level interviews so make sure you have the right people around you to guide you through the process.
Remember, it is easy to miss the mark in this space. Keep your plan tight, stay focused on your goals, and, with the right preparation and tailored positioning, you’ll find yourself walking into the boardroom with confidence.