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The Board Orientation Handbook, Revisited

1/23/2018

1 Comment

 

By Mary Baily Wieler, President

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As you may recall, in 2016 I worked with Robyn Peterson, now Director of the Riverside Metropolitan Museum, in creating an “ideal” Board Orientation Handbook. Two years later, I decided to revisit this topic.

One of the key components of a successful onboarding for new board members is an orientation day on which the “new class” is introduced to all aspects of the museum. In the past, we have emphasized the importance of the Board Orientation Handbook, given to each new board member at the beginning of their term.

While the Board Orientation Handbook is a useful tool, it does not need to be restricted to a static physical document anymore. There have been a number of changes in the way that boards process information. Board portals and cloud based resources are becoming more and more prevalent, and as a result, the Board Orientation Handbook can be a dynamic document used long into a board member’s career. As you prepare to launch into your new board year, I would encourage you to evaluate how your staff disseminates information to your board.

A number of the documents listed in the sample table of contents below can exist as fluid documents with periodic updates. Sharing these documents with your entire board in a digital format, such as a portal or shared drive, allows for easy updates and eliminates the confusion of conflicting duplicate documents.

Have you used any interesting techniques in building your board orientation handbooks? Let us know in the comments below.

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1 Comment
Skot Jonz link
1/29/2018 03:10:24 pm

Hi Mary, I hope the New Year is off to a good start for you and that you are doing well. Not sure if you noticed, but I was recently promoted to the position of Manager of Board Relations. This information you provide on a trustee handbook is very helpful. I hope to move forward in developing something useful like this for our trustees. I hope to be able to attend one of your workshops this year.

Thinking of you and hope all is well. Best,
Skot

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  • Home
  • About us
    • Mission
    • Board of Directors
    • Current Members >
      • Institutional Members
      • Individual Members
    • Contact
  • Membership
    • Benefits
    • Types >
      • Institutions
      • Patrons
      • Friends
    • Member Spotlights >
      • San Angelo Museum of Fine Arts
      • Museum of Fine Arts, Boston
      • Greensboro History Museum
      • Mingei International Museum
      • Virginia Museum of Fine Arts
      • Heard Museum
      • Maryland Center for History & Culture
      • Hillwood Estate, Museum & Gardens
      • Lehigh University Art Galleries
  • News
  • Events
    • Denver 2023 >
      • Details >
        • Register for Denver 2023
        • Patron Weekend
        • Scholarships
  • Resources
    • MTA On-Demand
    • Templates for Trustees
    • Tips for Trustees
    • Blackbaud Webinar Series
    • Member Resource Library
    • IDEA Resources & Information
  • Donate
  • Patron Weekend