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Orientation Process
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Document the existing process
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Interview prior Borad Success Members
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Interview existing leaders to what we expect from a board member
- Mark
- Nick
- What minimum expectations for new board member.
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Interview the newest board members who have been through the board policy
- Amy
- Del
- Question
- What did you miss in your training
- What was the most helpful
- What changed in your head about your role.
- What/How are we doing it now
- Self Servic
- Collect and itemize existing onbarding and training documents
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Goal
- Self Service
- Learning Objectives
- Education for ongoing
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Ideas
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Policy governance
- What's the real role here
- Financial Basics