Review a listing of current officers, committees, and committee The board chair reviews the overview of roles, the role of the chief executive,Īnd comparison of roles of board and staff Roles and responsibilities of governing board* The executive director reviews the mission, history, and programs and introduces key staff During a review of the topics marked with an “*”, provide a brief presentation about the topic and then provide time for open discussion and to address questions from participants. The following agenda should be modified by the organization to meet its own nature and needs. NOTE: Many of the materials you may need for training and to present to members are included in the Free Toolkit for Boards in the Free Management Library. Ask them to review the materials before the meeting. ![]() Provide the board training agenda, board manual, and promotional materials to members at least two weeks before the meeting. Members should take seriously their manual and their use of it.Ī) Board manual (for an idea of contents to include in the manual, see Sample Board Manual Index)ī) Advertising and promotions materials about the organization and its programsĬ) Copy of the most recent strategic plan Members’ Preparation for Trainingħ. The manual is the key resource for members to collect, organize and reference resources needed to carry out their roles as board members. Be sure to include a review of the board manual in the training session. For example, if the evaluation indicated the board members don’t understand their roles as board members, then ensure that training places a strong focus on this topic during training.ĥ. Results of the board self-evaluation should be carefully considered when selecting training topics. Selecting Topics and Materials for Board TrainingĤ. If timing permits, discuss ideas with all board members to collect their feedback and review. Ideally, the organization also has a board development committee whose chair can provide strong participation in the training. Design of the board training should include at least the chief executive officer and board chair. Who Should Be Involved in Planning the Sessionģ. This understanding often increases their participation and fulfillment regarding their roles as board members. This scheduling helps new members quickly gain an understanding of their roles and contributions to the organization. Conduct board training shortly after new members are elected to the board. Recurring training also helps to ensure that board members are all “working from the same script”.Ģ. It’s amazing how the “basics” helps to ground and integrate the knowledge and understanding of even highly experienced board members. Conduct board training once a year, whether you have new board members or not. Guidelines to Prepare Board Training Regarding the Timing of the Sessionġ. However, the following guidelines and sample agenda may prove useful to readers as they develop their own approach to board training. The selection of particular training topics and training methods depends on the nature and needs of the organization. Library’s Nonprofit Capacity Building Blogīoard training conveys the knowledge and understanding needed by board members in order to effectively carry out their roles as members of the organization’s board of directors.Also, see the section “Recent Blog Posts” in the sidebar of the blog or click on “Next” near the bottom of a post in the blog. Scan down the blog’s page to see various posts. ![]() In addition to the articles on this current page, see the following blogs which have posts related to guidelines for board training. Learn More in the Library’s Blogs Related to Board Training Sample Agenda for Board Training Session.Vast majority of content in this topic applies to for-profits and nonprofits.
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