Leadership & Governance · Template

Board Recruitment & Term-Limit Policy Pack

Pipeline + healthy rotation (3x3 model)

LEADERSHIP & GOVERNANCEBoard Recruitment& Term-LimitPolicy PackTEMPLATECharity Search Group

A board pipeline, and terms that keep it moving.

Boards that don't rotate get stuck. Boards that rotate without a pipeline scramble. This template gives you both — the recruitment framework and the term-limit policy that keeps the seats moving, using the 3×3 model (three-year terms, up to three consecutive).

What’s inside

  • Recruitment pipeline template with nominating-committee workflow
  • 3×3 term-limit policy with grandfathering language for existing members
  • A one-page conversation script for the board member whose term is ending
  • Guidance on the exceptions that break the model (there are two)

You may not need this if: Your board has a working pipeline and term policy — don't fix it.

Pairs with

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