the abcs of board orientation a template for adaptation by your association
TRANSCRIPT
Speakers?
• Past Presidents• Community leaders• Senior staff• State reps.• Outside consultants• Others?
Include:• Either in a packet or links to your intranet on
your association’s website (or both”)– Strategic plan– Bylaws and policies– Committee descriptions and rosters– Staff roles and roster– Calendars– Key websites– Parliamentary procedure charts
Icebreaker
Begin with some type of icebreaker that provides for introductions of everyone with some personal information included
Budgeting and Financial Review• Developing & managing the budget– Relationship to plan– Percentage of staff time– Estimated direct expense/income– When will money be spent? Plan for
liquidity– How to Read a Financial Statement
Financial statements
What to look for?• Variances • Liquidity/cash flow• Projections/forecasts• Progress of
programs/plans
evaluating your programs and products
Were your objectives
met?
If not why not?
Questions to ask?
Should this be continued as
is?Should this be continued, but
modified?
Should this be discontinued?
All input required
Strategic and business plans
Planning programs, products & services• Tie to initial plans• Develop shorter term plans• Determine staff and other resources• Delegate• Develop related budget• Require accountability• Report frequently
Obedience
Loyalty/Conflicts of interest
Disclosure
ConfidentialityAccounting
Reasonable care
Fiduciary duties
Liability Antitrust • price-fixing,• boycotting• tying
agreements
NAR E & O
BEING ENGAGED
With membership, community, committees, more
Expectations
Spokesperson Policy
Ambassadors
Calendar
• Key association meetings– Directors/
membership/other
• Special events• State meetings• NAR meetings
Key points for board meetings• Review standard directors’ agenda• Review agenda and materials prior to
meetings• Participate – healthy disagreement is good!• Honor confidentiality• Egos• Consensus-building
The key motions
Making motions
Amending motions
Substitute motions
Postponing motions
Referring to committee
“Calling the question”
Other Ideas for recruitmentLet members know what
you’re looking for
Evaluations of events (goals & skills)
Create a database of
skills and background
Nominating committees/ applications
Matching skills and strategic direction
Six module course, available online:
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