Find and Compare Leadership Candidates

Use the recommendation and comparison controls to review several members for a specific association role.

Build a shortlist

  1. Open Leadership Roles.
  2. Choose the target role.
  3. Select Run recommendation to show members ranked for that role.
  4. Refine the list with search, role, participation thresholds, tabs, or sorting.
  5. Select Compare on two or more member cards.
  6. Open Compare members.
You can compare up to five selected members. The comparison view places each person's role fit, attendance, dues compliance, activity, project participation, voting participation, and current role side by side.
Recommendations are generated from the latest records loaded by the workspace. The displayed freshness time describes when you ran the recommendation in the current session; it is not a permanent review date.
Select a member to inspect the complete leadership review, including strengths, warnings, recent activity, and role history. If the shortlist will be decided by members, continue with send a leadership decision to a member vote. For an administrative appointment, use assign or change a leadership role.