Orientation Checklist

Abstract

This checklist is a general outline to guide the orientation of new board members. Your organization should modify it as you see fit to ensure that all new board members are provided with the information necessary to fulfill their responsibilities. Tour facilities Presentation by chief executive, key staff, video, or other electronic media. Materials to share with board members: • Organization's web site address • Annual calendar • Publications and programs list Ensure that new board members understand the history of the organization. When was it founded? Why? How has it grown and developed over time? Materials to share with board members: • Brief written history or fact sheet on the organization • Brochures • Newsletters • Articles of incorporation • Note whether Directors and Officers insurance has been used in the past HISTORY GENERAL EXPECTATIONS OF BOARD MEMBERS GENERAL EXPECTATIONS OF BOARD MEMBERS Know the organization's mission, purpose, goals, policies, programs, services, strengths, and needs. TEXT MAY NOT BE REPRODUCED WITHOUT WRITTEN PERMISSION. STRATEGIC DIRECTION Review strategic plan Materials to share with board members: • Most recent strategic plan • Current case statement • Recent press clippings GENERAL EXPECTATIONS OF BOARD MEMBERS Follow trends in the organization's field of interest and keep informed.