Every organization’s board always gets to have new board members to join to offer a new perspective and ideas to improve the organization and to also strengthen the support system of the structure of the organization. To help new members of your board get to know your organization better, an orientation must be conducted to help them feel comfortable and get used to a new environment, new colleagues, and new responsibilities. If you are assigned to prepare for the board orientation and you are not sure what to do, a checklist can help you organize the things and materials you need to do and have for the orientation. Read this article to help you on how to make a board orientation checklist.
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What is a Board Orientation?
Board orientation is a process that gives the information of the new members of the board about the organization, the board’s roles and responsibilities, their roles for the organization as well. It also paves the way to start a working relationship among board members that helps to promote support and agreement on how they will carry out their responsibilities.
How to Create a Board Orientation Checklist
Making a checklist for the board orientation can help you avoid missing important aspects to include in your orientation that may hinder its success. It also helps to ensure that every important detail that needs to be included in the orientation will be discussed and presented. Have a meeting with your colleagues or your committee to discuss all the things that need to be in the orientation. The guidelines below can help you ensure the essential parts to be included in the orientation.
1. Invite Board Members and Other Important Members for the Orientation
The first thing to put in your checklist is to make sure to invite all current and veteran board members to attend the orientation. They will be assigned to lead important parts of the orientation. Having them in the orientation can also give the new board members to get to know their new colleagues and the roles they do in the organization.
2. Prepare for the Orientation
Prepare the facility where your orientation will be held, the food and beverage, the flow of the program, materials for the program, and other things to make sure your orientation is a success. Create a new subheading for the orientation event management planning in your checklist. Have a committee to help you prepare for the orientation.
3. Provide General Information
The checklist must make sure that the first part of the orientation is to introduce your organization. Provide a summary of the history of the organization, identify the organization structure, the board members, the vision, mission goals, objectives statements, and the programs and services that the organization is providing.
4. Roles and Responsibilities of the Organization
The next part to include in the checklist is elaborating on the roles and responsibilities of the members of the organization. You can include the different roles of the staff and board members, the committees and their roles, the policies and procedure, the current budget of the organization, and its process. You can also conduct a tour of the facilities and offices.
5. Onboarding New Members
The next part of your checklist must make sure you let the new members sign the necessary paperwork, such as oaths, memos, and any document pertaining to the organization. Give the new board members the opportunity to present themselves by introducing themselves and their interests, what they hope to offer the organization, what they hope to gain as board members, and ask any questions regarding the organization. Ask your new board members what they are most interested in before assigning them to different committees. if you can, incorporate team-building activities in your orientation too.
What is board etiquette?
Board etiquette is basically an unofficial set of unwritten rules that conforms to the norms of boards of directors. It mentions the behavior that board directors expect of themselves and of each other before during their meetings.
Who sits on the board of a company?
A company’s board consists of a chairman, who oversees the whole business of the company, then the managing director, who runs the business, and executive directors, who also help run the business as well.
What is a board meeting?
A board meeting is a meeting of a company’s board of directors where they discuss company policies, updates, and issues and determines the overall business strategy of the company.
Once you’re done making your checklist, have this check with other colleagues and committees to see if there are any additional changes or revisions to be done before you can make the checklist as the official basis to help you prepare for the orientation. Treat the board orientation as an important event since it will help build good relationships, trust, and camaraderie with your new board members. To help you get started on making the checklist, check out our free sample templates above. They are all easy to download so you can download as many templates as you like.
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