Board Transitions INT1360 - Digital

BOARD TRANSITIONS

INSTITUTIONAL

ONBOARDING BEST PRACTICES Onboarding new board members both to the

organization and to the board begins by explaining the history, programs, issues, finances, facilities, bylaws and organizational chart. If you want to maximize your opportunity to onboard a new board member, here are five important steps to consider:   Give the new board member a one-on-one orientation. Ideally, this is done with the board chair or executive director. It includes a tour, meeting the staff and sitting down to review the board contract. It can also be helpful to include external providers, such as your investment manager, audit partner, external accountant or others who support the work of the organization for which the member will have interaction and oversight.   Match them with a seasoned board member. This will help your new board member get up to speed faster.

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