The Process
- The System
- The Introduction
- Creating an Account
- Creating your Director Profile
- Setting your Director Visibility Preferences
- Creating your Board Profile
- Setting your Board Visibility Preferences
- Adding Board Affiliations
Board Recruiting matches directors with boards on the basis of mutual interest, qualifications and availability - putting you in full control of who contacts you. Through specific, user-defined contact preferences, you precisely manage the privacy level that you wish to maintain in the system including your profile searchability, peer-to-peer contacts, as well as your personal criteria of industry, market cap or location for the kinds of companies you wish to contact you.
Boards search for director candidates in the system based on their own board-defined candidate preferences (i.e. market cap, business/board experience, skills, education, training/certification, industry and location criteria). Only directors who have both:
set their preferences to allow contact by that type of board and
who have completed enough of their profile to meet the board's search criteria will be displayed as potential candidates in the board's search results.
Boards are then given the opportunity to send a standardized template message through the Board Recruiting system to those directors they are interested in contacting. The directors will receive this message through the system and can choose to accept or decline the introduction. If a director expresses mutual interest in the board, then both parties are given permission to view each other's contact details. (i.e. name, addresses, email, phone, etc.)
The final step of this process constitutes a "View" as defined in the user agreement. If the director does not express mutual interest in such a board, then both parties' contact details would remain confidential and a "View" would not have occurred.
Additionally, directors can follow this same basic procedure to introduce themselves to boards that they are interested in meeting.
To create your user account, select the "Create a Profile Now" at the top of the page or on the home page. Before your account is created, you must create a password and verify your email address. After you complete the initial form, you will receive an email from Board Recruiting at the primary email address that you provide containing a link to activate your account.
You are solely responsible for maintaining the confidentiality of your password and you will be responsible under the Agreement for all uses of your password as though such use was actually carried out by you, whether or not you knew of or authorized the specific use. You agree to notify NASDAQ immediately in the event of any unauthorized use of your password.
Creating your Director Profile
Once you have activated your user account, you will be able to log in to the system with your email address and the password you created. After you log in, select Profile from the left side navigation to begin your director profile.
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Summary
On the Summary page you will provide your name and provide a brief description of your background and special areas of expertise. Additionally, at the bottom of this page you have the option of entering personal demographic information that will be used for statistical purposes only, it will not be visible in your profile or searchable in anyway. Once complete select Save and Continue at the bottom to continue to the Contact tab.
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Contact Information
On the Contact Information page you will provide your email, address, phone and fax information. Once complete select Save and Continue at the bottom to continue to the Board tab.
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Board Experience
On the Board Experience page you have the opportunity to provide any applicable past and present board experience. If you have not yet served on a board there is a selection for first-time board candidates. Once you have entered your board affiliations, select save and continue at the bottom to go to the Career Experience page.
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Career Experience
On the Career Experience page you have the opportunity to provide all relevant past and present career experience including a summary of your responsibilities and an overview of the company or institution where you worked. Once you have entered your relevant career experience, select save and continue at the bottom to go to the Education page.
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Education
On the Education page you have the opportunity to provide all post-secondary degrees. Once you have entered your educational background, select save and continue at the bottom to go to the Certifications page.
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Certifications
On the Certifications page you have the opportunity to provide any professional certifications that you have received. Once you have entered your certifications, select save and finish at the bottom to return to your profile welcome page.
Setting your Director Visibility Preferences
With your profile created, you should now set your account and contact preferences by selecting Preferences from the left side of the screen.
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Account
On the Account tab you can manage your primary system email address, which is used as both your log in and the primary method of contact for Board Recruiting. Additionally, you can reset your password by following the link at the bottom of this page.
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Roles
The Roles tab allows you to manage your board and company associations and your associated email addresses for each role.
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Visibility
The Visibility tab allows you to precisely manage the privacy level that you wish to maintain in the system including your profile searchability, peer-to-peer contacts, as well as your personal criteria of industry, market cap or location for the kinds of companies you wish to contact you.
From the home page, follow the link to create a board profile on the bottom right side of the screen. This will take you to the registration page where you will indicate the board that you are affiliated with as well as provide your basic account information, email address and create your password. Once you submit you will receive an email letting you know it was received and from that point Board Recruiting will verify your board affiliation within three business days. You will then receive a confirmation email that your affiliation has been confirmed with an activation link to activate your account.
Once you have activated your account, you will be able to log in to the system with your email address and the password you created. After you log in, select Billing Contact from the left navigation to begin your board profile.
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Billing Contact
On the company profile page you will provide the billing contact information for your companies' Board Recruiting account.
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Company Profile
The Company Profile section contains five sections:
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Purpose/Agenda
The Purpose/Agenda tab provides an opportunity for you to outline you board's organizational mission.
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Strategy
The Strategy tab provides an opportunity for you to outline you board's organizational mission.
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Structure
The Structure tab provides an opportunity to list all of the committees of your board as well as enter the members that sit on each committee.
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Schedule
The Schedule tab provides an opportunity to outline the time commitment required of your board members and a schedule of upcoming meetings.
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Surveys
The Survey tab is a detailed questionnaire regarding the policies, practices and makeup of your board.
Setting your Board Visibility Preferences
With your board profile created, you should now set your board account and contact preferences by selecting Preferences from the left side navigation.
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Account
On the Account tab you can manage your primary system email address, which is used as both your log in and the primary method of contact for Board Recruiting. Additionally, you can reset your password by following the link at the bottom of this page.
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User Management (Coming Soon)
The User Management tab lets the board account owner control the users who have access to the board profile.
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Payment Options (Coming Soon)
The Payment Options page provides detailed instructions about how you may satisfy fees on your Board Recruiting board account.
To add subsequent board affiliations, select the down arrow next to your email address on the right side of the page banner at the top. This will open a drop down menu that will display any roles you have currently created in the system. On the drop down menu, select the last entry, "Currently on a board that is not in this menu? Click to gain access." This will take you to the Board Member Credentials page.
To associate yourself with another board and gain access to that board's profile in Board Recruiting, you will need to fill out the request form on this page. Board Recruiting will verify your requested board association and contact you by email when your account has been updated to include this access. Once the board is added to your account, your account drop down menu in the page banner will include a selection for this board. If you select that board from the drop down menu, you will be taken to the welcome page for your board profile. To go back to your individual profile or one of your other board profiles select those from the drop down menu.
