Review mission, values and strategic priorities during new‐member orientation

• Date: 01 November 2017
• Published date: 01 November 2017
• DOI: http://doi.org/10.1002/ban.30570

8 Board & Administrator

DOI 10.1002/ban © 2017 Wiley Periodicals, Inc., A Wiley Company • All rights reserved

Review mission, values and strategic

priorities during new-member orientation

Administrator Sonia Handforth-Kome said

an effective orientation for a new board member

should include a review of the vision, mission,

values and main strategic and/or legislative priori-

ties/goals the board is working on. This should

include not only what the board’s goals are, but

the “why” behind them as well, she said.

New board members also need to know the

main programs of the agency, the main players (an

organization chart), the high points of the history

of the organization and the organization’s board

bylaws, Handforth-Kome said.

“It is very important that the new board member

and the orienteer(s) have a discussion of conflict

of interest (and that the new board member sign

a form indicating their understanding and agree-

ment to conform to the agency’s conflict-of-interest

policy), and that the new board member under-

stands the duties of a board member (care, loyalty,

obedience), and the responsibilities of their new

role,” Handforth-Kome said.

The new board member should also see the cur-

rent year’s budget and year-to-date perfor mance

against that budget, she said.

“In addition to reviewing these things verbally, I

strongly recommend that the new board member

be given a board manual that also contains this

information,” Handforth-Kome said. “I think the

manual should also include the most recent past

year’s audited financial statement and the current

strategic plan. The orientation should also include

a tour of at least some of the facilities that the

organization is using/responsible for.

Reinforce this information over time, Handforth-

Kome said.

“Since this is a lot to take in all at once, I would

also recommend that boards build in a 15-minute

agenda item each meeting, to review one or more

of these orientation points all through the year,”

she said. ■

Jossey-Bass/Wiley Guarantee: If you are not completel y satisfied with thi s newsletter, let us know an d we will refund the cos t of your subscriptio n.

PAYMENT OPTIONS:

(all payments must be in U.S. dollars)

❏ My Check payable to John Wiley & Sons is enclosed. ❏ VISA ❏ MC ❏ AMEX

Card #: _______________________________________________________ Expiration Date: ______/______ Card Security Code:

(Required)

______________ ____________________ ____________________

Authorized Signature:

(Required)

__________________________________________________________________________

Card Holder Name:

(Please Print)

___________________________________ Title: ________________________________

Company: ________________________________________________________ Phone: _________________________________ Email: __________________________________________

Address: _________________________________________________________ City: ______________________________ State: _____ ZIP Code: _________________________

❏ Yes, I’d like to hear about special discount offers, new products, and more. Place me on the Jossey-Bass email list.

YES! Please start my one -year subscription (12 issues). For $239, I get:

❏ Board & Administrator for Administrators Only (1 copy monthly)—written specifically for you AND

Board & Administrator for Board Members (5 copies monthly)—written specifically for your board members

Wait,

my board is bigger than th at. I need more than 5 copies of Board & Administrator for Board Members. I need:

❏ Board & Administrator for Administrators Only and 10 copies of Board & Administrator for Board Members for $251

❏ Board & Administrator for Administrators Only and 20 copies of Board & Administrator for Board Members for $298

❏ Board & Administrator for Administrators Only and 30 copies of Board & Administrator for Board Members for $346

Individual rate subscriptions must be paid by personal ch eck or credit card. All orders subject to credit approval. Price includes postage, packing, and handling charges wo rldwide.

Canadian residents add GST and any local sales tax. GST #128424017. Individual-rate subscriptions may not be resold or used as library copies.

CALL

Toll-Free: 800.835.6770

EMAIL:

cs-journals@wiley.com

ONLINE AT: www.boardandadministrator.com

MAIL:

Jossey-Bass, An Imprint of Wiley

One Montgomery Street, Suite 1200

San Francisco, CA 94104-4594

4 EASY WAYS TO ORDER

(3 digits on back of MC, VISA)

(AMEX, 4 digits above card #)

Your credit card payment will be charged to: Joh n Wiley & Sons