This resource is designed to assist a new board president in effectively leading the organization and its board.
Start the training with the new board president by thanking them for taking on this responsibility. Follow up by providing a clear understanding of the points that will be covered in this PowerPoint – providing an agenda for the president.
This resource is wonderful for the board president and CEO/Executive Director. It begins with a strong checklist of questions that the new board president and lead staff member to discuss. These questions clarify that the board president is on board with the new responsibilities and commitment that has been made. It also puts the lead staff member and president on the same page with how things will happen in the future. It also provides a very helpful list of responsibilities the new board president will need to take on.
This document provides another overview of the Board President’s responsibilities. The areas covering delegation, board members, and committees include new information and can be helpful. The section on chairing provides some really good direction for actually leading a meeting and could even be revisited in the “leading meetings” slide.
This list provides an overview of board member responsibilities, which is crucial for the board president to understand. The link is a more detailed PDF that could be printed and given to the board president as a handout for future review and use. As part of this orientation it would be a good idea to approach a few of these points specifically and discuss how the board president, CEO or Executive Director, staff, and other board members could “attack” these responsibilities throughout the next year (or whatever time period works for the said organization). What do these points look like as part of a meeting, a committee, day to day, etc? The board president could start to put a calendar together to approach each of these as appropriate.
Have the board president view the YouTube clip (the first link) to begin discussion on what the particular board’s orientation should look like. Be sure to clarify that the first two minutes of the clip specifically addresses the orientation, while the second two minutes moves into the board meetings. While it is good to review both, it may be helpful to return to the second half at a later time when discussing board meetings. The second resource is a PDF that provides many helpful tips to orient new board members. The “initial orientation” section encourages the board president to really provide a clear background about the organization, where it came from, the current state, the future, the budget, the mission, and more. This information can be very helpful to a new board member. It could be printed out and given to the new board president for future use.
Here are some resources that can help a new board member lead meetings. Discuss with the board president how she/he plans to run meetings. Look at sample agendas.
End the orientation with the new board president by answering any additional questions either the president or lead staff member has, clarify any additional points, and plan for the future – how will you move forward with the organization, board, president training, etc?? And don’t forget to thank this volunteer for his/her commitment again!
The New Board President
The New Board President A Guiding ResourceMelissa C Marion Professor Beck/MSCL 513Duquesne University June 8, 2012
You’re our new board president! Now What???• Welcome to our organization and thank you for joining us!!• Goals: – Understanding president’s responsibilities – Understanding board members’ responsibilities – Recruiting new board members – Orienting new board members – Leading meetings – Wrap-up & Next Steps
Board President Responsibilities• Understanding of the commitment being made as well as the responsibilities – Board President Responsibilities
Board President Responsibilities (cont)• 10 Essential Responsibilities – Be Faithful to the Mission – Guide the Grantmaking Strategy – Map Out the Future – Stay Focused on the Financial Oversight and Legal Compliance – Mast the Art of Facilitating Meetings – Connect the Dots between Committees – Build a Board that is Strong and Engaged – Communicate with the Community – Oversee Administrative Work – Assess Performance
Board President Responsibilities (cont)• More on being the Board President – Role as the President/Chair – Job Description – Delegation – Board Members – Committees – Chairing
Board Member Responsibilities• Set the organization’s mission and overall strategy, and modify both as needed• Monitor organizational performance and hold management accountable• Select, evaluate, support, and – if necessary-replace the executive director or CEO• Develop and conserve the organization’s resources – both funds and facilities• Serve as a bridge and buffer between the organization and its environment; advocate for the organization and build support within the wider community • Chait, Ryan, & Taylor, p. 14, 2005
Board Member Responsibilities (cont.)• Board Member Respsonsibilities• Determination of Mission and Purpose• Selection of the CEO• Relationship with and support of CEO• Ensuring effective organizational planning• Ensuring adequate resources• Effective management of resources• Monitoring programs and services• Enhancement of organization’s image• Ensuring legal and ethical integrity• Recruit and orientation of new board members• Assessment of board performance
Recruiting Board Members• Seeking new Board Members• Passion• Right Reasons• Competition• Time• Fundraising
Orienting Board MembersIt will be the responsibility of the board president to orient the board members on a regular basis• Board Orientations and Meetings
Orienting Board Members (cont.)• Best Practices for Board Orientations• Provide answers to the questions new board members will have• Focus on vision, mission, the big topics• Invite key individuals like the CEO, CFO, staff members, other board members• Make it fun/workshop/discussion• Provide a follow-up plan• Mentor program
Leading MeetingsWe don’t want the BOARD MEETINGS to look like this…How can we ensure our meetings are successful and worth everyone’s time and commitment?
Leading Meetings• 5 Tips – Purpose of Meeting – Agenda (prior to meeting) – Adhere to Agenda – Time Management – Minutes• Mission and Outcome Meetings• Boring Meetings
The future is bright!• Questions• Plan for future – Next meeting/follow-up orientation – Future topics to address – Plans for orientating board members• THANK YOU AGAIN!
Resources• Board President Responsibilities• 10 Essential Responsibilities• Board Member Respsonsibilities• More on being the Board President• Seeking new Board Members• Chait, Ryan, & Taylor (2005). Governance as Leadership: Reframing the Work of Nonprofit Boards. Broadsource, Inc. Hoboken, NJ.• Board Orientations and Meetings• Best Practices for Board Orientations• 5 Tips• Mission and Outcome Meetings• Boring Meetings