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Don't let
decisions about content be entirely staff-driven.
Do have
the board members themselves determine what they need to know to govern
accountably, with input from the CEO.
Don't allow the orientation activities to
be determined by the staff.
Do have
the board's Board Accountability Committee use the board's brainstormed list to
create the day's agenda. Have the committee determine which portions the staff
should present, and specifically what content they want presented at that time.
That will prevent a staff person from rambling on for ½ hour about
his/her program.
Don't put off the orientation until board
members "have time."
Do
calendar the board's whole year's worth of activities, from adoption of the
budget to election of officers / annual meeting, to the annual orientation.
That will give everyone notice a year in advance of the orientation!
Don't think just because someone holds a
professional position in "real life," that he/she necessarily understands
financial matters. A great number of board members from all walks of life make
financial decisions without completely understanding the core financial issues
at hand.
Do include
a brief review of 101 level finance in your orientation. Do have the
treasurer offer to privately mentor anyone who is embarrassed about a lack of
financial knowledge.
Don't think orientation is just for new
board members.
Do have
the board annually determine what all board members need to learn in order to
govern, and have them all attend orientation every year. You can call it
"Orientation and Board Re-Training"!
Don't stock your board manual so full of
"stuff" that it is no longer useful.
Do ask
board members what materials would be helpful to have with them at all times,
and use that list to build your manual.
Don't forget boards need ongoing
education, all year long - both on the specifics of what the organization does,
and on the overall themes of Governance and Accountability.
Do
consider making some of your "orientation" an ongoing year-round learning
process, perhaps just 15 minutes at every board meeting.
Don't forget the simple introductory
things that make the human side of boards work more smoothly.
Do wear
name tags at meetings. It helps new people feel less new, and helps outsiders
address board members by name, instead of "The gentleman in the brown sweater."
And do have food, even if it's just popcorn - people work better together when
they're fed!
Don't make your annual orientation all
business.
Do have a
light dinner immediately following your annual orientation. Board members work
best when they know each other better, and the orientation will give them
Organization:Organization:much to talk about over dinner afterwards! |