Welcoming and Training New Members to a Board of Directors

Why is it important to welcome and train new Board members? To make sure they: – Take on their roles in the organization both quickly and comfortably. – Feel more connected to one another. – Feel more connected to the organization. – Better understand their role on the Board -- why they were asked to join, and what is expected of them as members. – Operate from the same "script" -- that is, to understand the vision, mission, and their roles in the organization in the same way. – Feel more motivated to do a better job.

When should you welcome and train new Board members? If your organization is large: During an official orientation session once a year If your organization is local: Dinner or meeting with just the Board President

How do you welcome and train an effective Board of Directors? Before the welcoming and training session Decide who should attend Decide who will facilitate the meeting Send out information for attendees to look over before the meeting

The welcoming and training session itself Give everyone nametags Make sure everyone has a chance to meet everyone else Explain major topics which concern the Board Ensure adequate time for questions and answers Make sure to involve new members immediately

After the welcoming and training session Send out minutes that detail what was said Send out an evaluation form For new members, follow up with a phone call