The following information is summarized in part from these sources: American Red Cross of Portage County, 2003; Terrie Temkin for Charity Channel, 10/23/03.

Many nonprofits think that board orientation can be achieved in one (long) two hour session that explains everything the organization has done, is doing, and is thinking about doing, and includes a (fast) tour of facilities, if applicable. While a basic overview is critical, much of that information should have been provided before the new member joined, to help them assess if this organization is a good fit. To help new members hit the ground running, being matched with an experienced board members who can translate as needed, fill in the gaps of information not repeated at board meetings, and be available for those “dumb” questions someone may hesitate to ask the CEO. Using this mentoring system also encourages attendance and facilitates getting to know other board members more quickly.

In addition to review of the organizational vision, mission, and values, the last year’s minutes / committee minutes, the strategic and business plans, budgets, annual reports, and board policies and procedures, many organizations are adding requirements for new board members to participate in events sponsored by the organization, and activities such as staff meetings. Some even provide biographies of board members and key staff. After the first few meetings, the mentor or another veteran board member can be assigned to ask: “What do you wish you had known when you first joined the board – that you were never told – but would have made a difference in your understanding of the board’s work?” The questions and the answers can be a helpful addition for future board members.

Regular board assessment can help to ensure that board members are on the same page and that there is agreement about the direction the organization is taking. Sample assessments are available on the Internet including one by BoardSource.