New Board Member Onboarding Basics

Selecting and onboarding your new board member sets the tone for every interaction your team has with the board of directors. Take some time to develop a plan to find qualified candidates and to create a basic welcome package that can be personalized for each incoming member.

  • Setting expectations: You should have a baseline goal for participation, fundraising, risk management, financial oversight, compliance, and advocacy for your entire board, with individual goals tailored to the new member’s interests and experience.

  • Offering opportunities: Schedule one-to-one meetings to explore which programs and processes might be best suited to the new member’s passions and skills.

  • Managing the first year: Effective board service builds over time. With the right support, every new member can bring value to your organization and make a real impact on your mission.

Download the free member onboarding guide now so you can create a strategic, professional welcome package that starts your board-staff relationship off on the right foot.