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Protection of Minors Policy Adopted by the Board of Trustees on June 5, 2015; Amended by the Board of Trustees on May 20, 2016, Note, this version of the Policy reflects the most significant changes
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01
Step 1: Gather all necessary documents and materials such as the board orientation manual, any relevant policies and guidelines, and a copy of the organization's bylaws.
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Step 2: Prepare an agenda for the orientation session. This should include introductions, an overview of the organization's mission and history, and an explanation of the board's roles and responsibilities.
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Step 3: Schedule a date and time for the orientation. Make sure to provide sufficient notice to all board members and ensure it does not conflict with any prior commitments.
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Step 4: Set up a comfortable and conducive environment for the orientation session. Arrange for a suitable meeting room with necessary audiovisual equipment, seating arrangements, and refreshments if needed.
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Step 5: Begin the orientation session by welcoming the board members and introducing yourself as the facilitator. Give a brief overview of the agenda and the objectives of the orientation.
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Step 6: Provide an overview of the organization, its mission, vision, and values. Discuss its history, accomplishments, and current strategic priorities.
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Step 7: Explain the roles and responsibilities of the board members, including their fiduciary duties, legal obligations, and expectations in terms of attendance, participation, and decision-making.
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Step 8: Review the organization's bylaws, policies, and guidelines. Discuss any specific procedures or protocols that board members are expected to follow.
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Step 9: Allow time for questions and clarifications from the board members. Encourage open dialogue and ensure everyone has a clear understanding of the information provided.
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Step 10: Conclude the orientation session by summarizing the key points discussed, reiterating the board's importance to the organization, and expressing gratitude for their commitment and dedication.

Who needs board of trustees orientation?

01
Newly elected or appointed board members who are unfamiliar with the organization and its operations.
02
Board members who have served for a significant period but have not received any orientation previously.
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Existing board members who need a refresher or update on the organization's strategic objectives, policies, and guidelines.
04
Board members who have joined the organization during a time of significant change or transition.
05
Board members who will be taking on leadership roles or committee assignments that require a deeper understanding of the organization's operations and governance.
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Board of trustees orientation is a process where new board members are introduced to the organization's mission, goals, policies, and procedures.
All newly appointed or elected board members are required to complete a board of trustees orientation.
Board of trustees orientation can be filled out by attending orientation sessions, reading organizational documents, and meeting with key stakeholders.
The purpose of board of trustees orientation is to ensure that new board members have a clear understanding of their roles, responsibilities, and the organization's structure and operations.
Board of trustees orientation typically includes information on the organization's history, mission, vision, values, strategic plan, governance structure, financial status, and key policies.
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