Identify Prospective Board Members (Finance/Legal)

Courageous Women Association (CWA) is seeking Taproot volunteers to help us identify prospective board members with financial and legal expertise. Volunteers will build a simple, organized candidate pipeline, create outreach materials (messages/email templates), and recommend a practical follow-up process so we can engage and convert strong candidates efficiently.

Adding financial and legal expertise will strengthen governance, risk management, and long-term sustainability—supporting CWA’s work providing career development, transitional housing, and financial assistance to women and children recovering from violent environments.

CWA Support & Your Role

I will coordinate the project and provide:

Current board overview and needs (CWA board is 7 members with 3-year terms)

Organizational context, mission, and any existing recruitment materials

Review of candidate lists and input on outreach decisions

Availability for periodic check-ins and final review

Additional details will be shared during volunteer interviews and confirmed during kickoff (including preferred sourcing channels, geography, and any eligibility requirements).

Suggested Skills for Volunteers

Recruiting/talent sourcing, networking, LinkedIn research

Nonprofit governance familiarity (helpful, not required)

Strong writing/editing for professional outreach messaging

Comfort organizing data in spreadsheets and tracking outreach

Time & Structure (Taproot-friendly)

Kickoff + alignment meeting

1–2 working sessions for sourcing + pipeline building

1 working session to finalize templates and follow-up workflow

Final handoff + recommendations.

What Volunteers Will Do

During kickoff, we’ll confirm sourcing channels and selection criteria together. Volunteers will then:

Define a simple candidate profile for Finance and Legal board prospects (skills, experience, values fit, availability).

Identify and compile a candidate pipeline (e.g., spreadsheet/CRM-ready list) with key details: name, role, organization, link/source, location, reason for fit, and outreach status.

Draft outreach materials, including:

Short “cold outreach” email

Warm intro request message (for mutual connections)

LinkedIn message template (optional)

Follow-up sequence (2–3 touchpoints)

Brief “board opportunity” one-pager blurb / talking points (optional)

Recommend next steps: a lightweight follow-up workflow (who contacts whom, when, how to track, and when to schedule a conversation).

Deliverables:

A board recruitment candidate pipeline (target count set at kickoff; typically 25–75 prospects depending on time and scope)

A small set of customizable outreach templates + follow-up sequence

A recommended screening + follow-up process (simple and repeatable)

Success Looks Like:

CWA has a clear, usable list of aligned finance and legal candidates

Outreach messages are ready to send and consistent with CWA’s voice

A repeatable process exists to move candidates from “identified” → “contacted” → “conversation” → “board consideration”