What should be included in a board orientation package?

Essential board orientation checklist

• Organization’s mission, history and goals.
• Job description of the board member and how the board member will be expected to advance the organization’s goals.
• Board member agreement.
• Conflict of interest policy, whistleblower policy, liability policy, and other governance policies.

How do you conduct a board orientation?

Since orientation is the official launch for new members, it should be structured to cover the following items:

1. Key organizational issues in detail.
2. List of meeting dates, locations, and times.
3. Contact list of key individuals.
4. Requirements for board member involvement.
5. Review of the board handbook.

What is board orientation?

Board orientation is a process to thoughtfully provide Board members with the precise information they need on their role in the organization. The purpose of Board orientation is to provide important information about the organization and about the Board’s roles and responsibilities.

How do you introduce a new board member?

Notify current board members that a potential new member will be attending. Consider name tags to help the potential new member be acquainted with board members. Introduce the member right away in the meeting and, at the end of the meeting, ask the potential new member if they have any questions. Thank them for coming.

Why is board orientation important?

The purpose of Board orientation is to provide important information about the organization and about the Board’s roles and responsibilities. It also serves to build a working relationship among Board members that promotes ongoing support and comes to an agreement on how they will carry out their work.

What is the purpose of board orientation?

What is the role of a non profit board?

Board members are the fiduciaries who steer the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has adequate resources to advance its mission.

How do you announce new board members on social media?

Using Social Media Tweet your board announcement and add the hashtags #diversity #women to highlight the diversity of your new board directors. Use social media to communicate facts about your new directors, your organization, and your short-term goals for the entire month of their board appointment.

Can family members be on a non profit board?

Because private foundations are not considered publicly supported, there are no limits on board composition, even allowing for an entire board to be members of one family. The IRS makes it much more difficult for board members of a foundation to be compensated as employees, compared to a public charity.

What should be included in an orientation for a nonprofit board?

Whether orientation of your new board member is approached informally, or formally, be sure to include the basics needed for new board members to become engaged in the work of the board right away, and to serve as a committed ambassador and advocate for your nonprofit’s mission for a long time to come.

What should be included in an orientation packet?

Board Orientation Packet: Below is a list of information and materials that should be included in the orientation packet for new Board members: The success of a nonprofit depends on a Board that is well-prepared and understands its role.

When to hold Board orientation for new board members?

Board Orientation Process: A new member Board orientation session should be scheduled soon after the director is appointed or elected and in advance of the first Board meeting. An orientation meeting for new Board members should address the following: Expectation of Board Members.

What is the purpose of an orientation meeting?

A thorough orientation session ensures that new Board members can quickly get up to speed and engage in the Board’s activities. In addition, the purpose of the Board orientation meeting is to communicate the expectations and standard of conduct expected of Board members.