The ABCs of Board Orientation. A template for adaptation by your association. PREPARATION. Things to think about before you begin…. Timing. Time of year Length of session. Participants. Directors Staff? Committee leadership? Others?. Speakers?. Past Presidents Community leaders
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The ABCs of Board Orientation A template for adaptation by your association
PREPARATION Things to think about before you begin….
Timing Time of year Length of session
Participants • Directors • Staff? • Committee leadership? • Others?
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
Governing documents Bylaws Policies and procedures
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
Liability Antitrust • price-fixing, • boycotting • tying agreements NAR E & O
Role of the Board of Directors in Ethics Enforcement Professional Standards Responsibilities
When, how, where Communication Practices/Expectations
With membership, community, committees, more Being engaged
Fair share, other award levels, directors’ commitment expected RPAC AND CALLS TO ACTION
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
Call the question!! Basic parliamentary procedure
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