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         Section 5. Welcoming and Training New Members to a Board of ... >

Welcoming and Training New Members to a Board of Directors

Tools & Checklists

Contributed by Jenette Nagy and Phil Rabinowitz

Edited by Bill Berkowitz and Tim Brownlee

Tools
Checklist


Tools

Tool # 1: Evaluation Worksheet

 

You can download the following form to use following your orientation sessions, or you can use it as a template when designing your own.


 

Evaluation Form

 

Today's meeting:

Today's Date:

What did you like best about today's meeting?

What did you not like about today's meeting?

What information did you want or need that you didn't learn today?

What information did you receive that you thought wasn't especially helpful?

What additional comments or suggestions do you have for the next orientation and training session?

Thank you for spending the time to fill out this evaluation. We look forward to working with you at future meetings!


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Checklist

Here, you'll find a checklist which summarizes the major points contained in the text.

Before the welcoming and training session

___You have decided who should attend.

___You have decided who will facilitate the meeting

___You have sent out information for attendees to look over before the meeting

You have made sure new members will receive:

___A Board manual

___Minutes of previous meetings

___Articles

___Materials developed about the organization and its programs

The welcoming and training session itself

___You have given everyone nametags.

___You made sure everyone has a chance to meet everyone else.

___You explained major topics which concern the Board

___You have ensured adequate time for questions and answers

___You made sure new members get involved immediately

After the welcoming and training session

___You sent out minutes that detail what was said

___You have send out an evaluation form

___You have called the new members

___You made sure that after you welcome and train the new members, they are able to:

___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. 

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