Board orientation is the first and most lasting impression on volunteer leaders. A quality orientation builds effective directors who understand governance and leadership.
- Keep it Tight. About 2.5 hours is ideal for presenting organization specifics, board roles and to answer questions. Morning sessions generally have more focus and energy.
- Own the Process. The orientation process should be a priority skill of the organization's executive director. Avoid throwing it together at the last minute.
- More People is Better. Make attendance mandatory. Plan an orientation to include all new and prospective leaders.
- Use Current Affairs. With a plethora of boardroom meltdowns, the influence of Sarbanes-Oxley, and new IRS standards, there are a host of issues to discuss with directors for understanding.
- Invite an Expert: Invite an attorney, accountant or seasoned CEO to supplement your orientation.
- Provide a Manual. Your organization's board book or leadership manual is key to understand and reference responsibilities.
- Include duties. Be sure to inform all leaders of their duties by reviewing job descriptions in the bylaws and discussing organizational culture (starting meetings on time, speaking for the organization, etc.)
- It's a Business. Encourage volunteers to apply their business acumen, reminding them that "nonprofit" is a tax designation, not an organization model.
- Segue into Future Thinking. Transition from present to future by drawing attention to the strategic plan and goals.
- End on a Positive Note. Conclude with a challenge to serve and deliver results to the organization.
Eric Westover is chairman of Not4Profit Planning Services. Contact Eric at eric@not4profitplanning.com.
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