![]() ![]() Or, consider sharing a video if an in-person visit isn't practical. The orientation meeting itself can include a field trip to see the nonprofit’s mission in action via a tour of the nonprofit’s facilities.Others want to do something completely different from their normal professional life when they volunteer, so make sure to ask your new board members what they are most interested in before assigning new board members to committees. Some people join boards to share their professional expertise with the nonprofit.Name tags or screen names at meetings are helpful so that new board members can get to know their colleagues and connect names with faces.Have you considered asking a veteran board member to serve as a board buddy or mentor for a new board member?.A follow-up phone call from the board chair after new board members agree to serve, but before their first meeting, can set the stage for a productive relationship with the board chair.DO include any expectations about personal giving/fundraising efforts. Help manage expectations of new board members by sharing a " position description" with them, tailored for your nonprofit.Calendar of meetings for the year ahead.Board roster and list of committees, their charters, and who serves on them.Annual report or other document that lists the nonprofit’s donors/funders.Sample board travel reimbursement policy.Summary of Directors’ and Officers’ insurance coverage.Determination letter from the IRS and certificate of tax exemption from the state.Bylaws and certificate of incorporation.Recent financial reports and audited financials.Conflict of interest policy and questionnaire.Bios of current board members and key staff.Your nonprofit’s mission and history, and its statement of values.Here is a sample outline of what might be covered in the orientation: Start the relationship off right by introducing new board members to the basic roles and responsibilities of service as a nonprofit board member, and also provide specific information about your nonprofit’s mission and activities. 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. Please bring your membership card.Identifying a new board member is only the first step in what you hope will be a mutually rewarding relationship. Guests are welcome to attend but are not eligible to vote. Note: This meeting is open to all members, and each member is allowed one vote. (*) Each segment’s specified time can be adjusted depending on the specifics of the meeting. Closing Remarks / Adjournment** (5 minutes) Additional issues or questions from the floor Election of New Board Members** (20 minutes)ġ. Any other important matters for discussion or approval Proposed changes or additions to the organisation’s constitution, bylaws, or policiesĢ. Status of resolutions from the previous yearġ. Committee accomplishments and future plansġ. Call for motion to accept the financial reportġ. Clarifications and questions about financialsģ. Treasurer’s/Financial Report** (10 minutes)Ģ. Priorities for the organisation in the coming year Review of last meeting’s minutes for any correctionsĢ. Approval of Previous Meeting’s Minutes** (5 minutes)ġ. Housekeeping announcements (e.g., location of restrooms, mobiles on silent, etc.)
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