Board Onboarding Packet¶
A new director should receive this packet before or at their first board meeting.
Contents¶
- Welcome letter from the Chair
- Bylaws and key policies:
- Code of Ethics
- Conflict of Interest Policy
- Whistleblower Policy
- Document Retention Policy
- Gift Acceptance Policy
- Strategic plan summary — see
../../blueprint/launch-blueprint.md - Most recent financial statements + budget — see
../../finance/ - Board calendar + meeting expectations
- Board member job description
- Director duties — duty of loyalty, care, obedience
- Committee structure + opportunities
- Communication norms
- Director questionnaire (skills, conflicts, bio)