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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
Susanne Petersson 2
Onboarding Non-
Profit Board Members
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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
Susanne Petersson 3
Onboarding Non-
Profit Board Members
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Document Sections
� The new Board Member
� Board Meetings
� Related Activities
Onboarding Non-
Profit Board Members
Susanne Petersson 4
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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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Profit Board Members
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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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Profit Board Members
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Document Sections
� The new Board Member
� Board Meetings
� Related Avenues
Onboarding Non-
Profit Board Members
Susanne Petersson 7
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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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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
A.A.A.A. MembershipMembershipMembershipMembership
a) Primary Goals
� Share organization’s vision
� Key milestones
b) Biographies
c) Meeting basics
d) Networking tools provided
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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
A.A.A.A. MembershipMembershipMembershipMembership
a) Primary Goals
b) Biographies
� Share location of current board biographies
� Request new board member prepare their own
c) Meeting basics
d) Networking tools provided
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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
A.A.A.A. MembershipMembershipMembershipMembership
a) Primary Goals
b) Biographies
c) Meeting basics
� Frequency per year
� Time allotment per meeting
� Preferred means and/or location
d) Networking tools provided
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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
A.A.A.A. MembershipMembershipMembershipMembership
a) Primary Goals
b) Biographies
c) Meeting basics
d) Networking tools provided
� Business cards
� Name tag/badge
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Onboarding Non-
Profit Board Members
Board Member
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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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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
B.B.B.B. FinancesFinancesFinancesFinances
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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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
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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Profit Board Members
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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
Susanne Petersson 16
Onboarding Non-
Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
C.C.C.C. PerformancePerformancePerformancePerformance
a) Desirable characteristics and attributes as
representative of the organization
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Profit Board Members
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The new Board MemberThe new Board MemberThe new Board MemberThe new Board Member
C.C.C.C. PerformancePerformancePerformancePerformance
b) The review process, timing
c) Meeting behavior, protocol
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Profit Board Members
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Document Sections
� The new Board Member
� Board Meetings
� Related Avenues
Onboarding Non-
Profit Board Members
Susanne Petersson 19
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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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Profit Board Members
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Board MeetingsBoard MeetingsBoard MeetingsBoard Meetings
A.A.A.A. CommunicationCommunicationCommunicationCommunication
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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Profit Board Members
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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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Profit Board Members
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Board MeetingsBoard MeetingsBoard MeetingsBoard Meetings
B.B.B.B. DecisionDecisionDecisionDecision----MakingMakingMakingMaking
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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Profit Board Members
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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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Profit Board Members
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Board MeetingsBoard MeetingsBoard MeetingsBoard Meetings
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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Profit Board Members
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Document Sections
� The new Board Member
� Board Meetings
� Related Activities
Onboarding Non-
Profit Board Members
Susanne Petersson 26
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Related ActivitiesRelated ActivitiesRelated ActivitiesRelated Activities
A.A.A.A. CommitteesCommitteesCommitteesCommittees
B.B.B.B. Social PresenceSocial PresenceSocial PresenceSocial Presence
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Board Members
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Onboarding Non-Profit
Board Members
Related ActivitiesRelated ActivitiesRelated ActivitiesRelated Activities
A.A.A.A. CommitteesCommitteesCommitteesCommittees
a) Introduce the active groups
b) Who chairs what, contact information
c) Process to initiate new committee
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Related ActivitiesRelated ActivitiesRelated ActivitiesRelated Activities
A.A.A.A. CommitteesCommitteesCommitteesCommittees
B.B.B.B. Social PresenceSocial PresenceSocial PresenceSocial Presence
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Board Members
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Board Members
Related ActivitiesRelated ActivitiesRelated ActivitiesRelated Activities
B.B.B.B. Social PresenceSocial PresenceSocial PresenceSocial Presence
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
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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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Profit Board Members
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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 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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Profit Board Members
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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 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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Profit Board Members
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Incorporating these sections into your
onboarding process:
� The new Board Member
� Board Meetings
� Related Avenues
Supports the successful transition of a new
member to your Board of Directors
Onboarding Non-
Profit Board Members
Susanne Petersson 34
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This Document is a silhouette of
a design:
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Profit Board Members
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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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