OnBoard Non-Profit Board Of Directors - Susanne Petersson

Board Members:

Represent the OrganizationRepresent the OrganizationRepresent the OrganizationRepresent the Organization

Source growth opportunities Source growth opportunities Source growth opportunities Source growth opportunities

Connect with other leaders Connect with other leaders Connect with other leaders Connect with other leaders

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Onboarding Non-

Profit Board Members

Board Members:

Represent the OrganizationRepresent the OrganizationRepresent the OrganizationRepresent the Organization

Source growth opportunities Source growth opportunities Source growth opportunities Source growth opportunities

Connect with other leaders Connect with other leaders Connect with other leaders Connect with other leaders

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Document Sections

� The new Board Member

� Board Meetings

� Related Activities

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Welcome your new Board Member

Offer a hearty Welcome!Offer a hearty Welcome!Offer a hearty Welcome!Offer a hearty Welcome!

Confirm start date, term of serviceConfirm start date, term of serviceConfirm start date, term of serviceConfirm start date, term of service

Introduce the documentationIntroduce the documentationIntroduce the documentationIntroduce the documentation

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Welcome your new Board Member

Offer a hearty Welcome!Offer a hearty Welcome!Offer a hearty Welcome!Offer a hearty Welcome!

Confirm start date, term of serviceConfirm start date, term of serviceConfirm start date, term of serviceConfirm start date, term of service

Introduce the documentationIntroduce the documentationIntroduce the documentationIntroduce the documentation

Personalized!Personalized!Personalized!Personalized!Attached check lists may be standardized documents

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Document Sections


� Board Meetings

� Related Avenues

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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member

A.A.A.A. MembershipMembershipMembershipMembership

B.B.B.B. FinancesFinancesFinancesFinances

C.C.C.C. PerformancePerformancePerformancePerformance

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a) Primary Goals

� Share organization’s vision

� Key milestones

b) Biographies

c) Meeting basics

d) Networking tools provided

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a) Primary Goals

b) Biographies

� Share location of current board biographies

� Request new board member prepare their own

c) Meeting basics


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a) Primary Goals

b) Biographies

c) Meeting basics

� Frequency per year

� Time allotment per meeting

� Preferred means and/or location



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a) Primary Goals

b) Biographies

c) Meeting basics


� Business cards

� Name tag/badge


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Board Member






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a) Confirm type of non-profit designation

� Primary purpose of this organization

b) Note whether audited

� Brief nature of audits

� Frequency of audits


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B.B.B.B. Finances Finances Finances Finances (cont.)(cont.)(cont.)(cont.)

c) State out-of-pocket responsibilities

d) Outline usage policy of organization’s credit

cards and/or cheques

e) Confirm reimbursement

policy


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a) Desirable characteristics and attributes as

representative of the organization


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b) The review process, timing

c) Meeting behavior, protocol


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Document Sections


� Board Meetings

� Related Avenues

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Board MeetingsBoard MeetingsBoard MeetingsBoard Meetings

A.A.A.A. CommunicationCommunicationCommunicationCommunication

B.B.B.B. DecisionDecisionDecisionDecision----MakingMakingMakingMaking

C.C.C.C. Important DocumentsImportant DocumentsImportant DocumentsImportant Documents


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a) Preferred means by activity: scheduling, ad

hoc discussions, formal meetings

b) Account(s): email, telephone, skype, etc.

c) Secure board portal address

d) Attendance requirements, quorum


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a) Identify process followed, such as Roberts

Rules of Parliament

b) How initiate decision-making

c) Steps to vote on actions, resolutions, motions

d) Location of results for review, analysis


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B.B.B.B. Important DocumentsImportant DocumentsImportant DocumentsImportant Documents

a) Provide list of all board-related document

b) Stress confidentiality

c) Ensure security of board portal

d) Include other documents fundamental to

the organization at large


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Document Sections


� Board Meetings

� Related Activities

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Related ActivitiesRelated ActivitiesRelated ActivitiesRelated Activities

A.A.A.A. CommitteesCommitteesCommitteesCommittees

B.B.B.B. Social PresenceSocial PresenceSocial PresenceSocial Presence


Onboarding Non-Profit

Board Members



Board Members



a) Introduce the active groups

b) Who chairs what, contact information

c) Process to initiate new committee






Board Members



Board Members



a) Provide a link to each platform used

� Include own organization’s website(s)

� Encourage to follow

� Suggest in which to become active, as

appropriate

b) Stress message consistency

Conclude your documentation

WrapWrapWrapWrap----up with another welcoming statementup with another welcoming statementup with another welcoming statementup with another welcoming statement

Provide own contact information Provide own contact information Provide own contact information Provide own contact information

Include a priorities action listInclude a priorities action listInclude a priorities action listInclude a priorities action list


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Include Include Include Include a priorities a priorities a priorities a priorities action listaction listaction listaction list

Store a copy in board portalStore a copy in board portalStore a copy in board portalStore a copy in board portal

Offer an inOffer an inOffer an inOffer an in----person reviewperson reviewperson reviewperson review

Attach standard formsAttach standard formsAttach standard formsAttach standard forms


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Include Include Include Include priorities action listpriorities action listpriorities action listpriorities action list

Store a copy in board portalStore a copy in board portalStore a copy in board portalStore a copy in board portal

Offer an inOffer an inOffer an inOffer an in----person reviewperson reviewperson reviewperson review

Attach standard formsAttach standard formsAttach standard formsAttach standard forms

PersonalizedPersonalizedPersonalizedPersonalized!!!!Susanne Petersson 33

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Incorporating these sections into your

onboarding process:


� Board Meetings

� Related Avenues

Supports the successful transition of a new

member to your Board of Directors

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This Document is a silhouette of

a design:


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My My My My name is Susanne Peterssonname is Susanne Peterssonname is Susanne Peterssonname is Susanne Petersson

As secretary, one of my enjoyable tasks is to welcome and help acclimate new members to our board of directors. As a second-term board member, I am an active participant in governance on a board of 13.

� As a LSSGB and MBA, I understand corporate dynamics

� As a certified trainer, I understand and value the human element

I have 20 years experience identifying opportunities and leading software- and process-related projects that optimize internal cooperation and continuity.


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OnBoard Non-Profit Board Of Directors - Susanne Petersson

Recruiting & HR

Transcript of OnBoard Non-Profit Board Of Directors - Susanne Petersson