1 / 19

Board Orientation Guide: Responsibilities, Roles & Governance

Learn the practical steps, financial responsibilities, and legal considerations for serving on a board. Discover how to promote your local chapter, recruit leaders, and conduct effective board meetings.

lida
Download Presentation

Board Orientation Guide: Responsibilities, Roles & Governance

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Local ChapterLeadership Orientation Board Orientation

  2. Ground Rules for Serving • Relax and be comfortable. • Listen so that your year will be as effective and powerful as possible. • Ask questions as they arise. • Think in terms of your role as a board member; responsible for the well-being and future of your local chapter. Board Orientation

  3. The Tools of Governance • The Bylaws • Articles of Incorporation • Policies & Procedures • Strategic Plan • Budget for Current Year Board Orientation

  4. Board Responsibilities • Determine and understand your local chapter’s mission and purpose. • Follow initiatives from FSNA President. • Manage your local chapter’s resources. • Determine, monitor and strengthen programs and services for your members. • Promote professional image. • Help recruit new leaders. Board Orientation

  5. Practical Steps for Bd. Service • Attend all board meetings. • Start and end meetings on time. • Study and understand FSNA’s mission statement, both FSNA and local bylaws and policies & procedures. • Prepare for all association meetings by reviewing the agenda. • Treat information and discussions as “confidential.” Board Orientation

  6. Practical Steps for Bd. Service • Promote your local chapter to others. • Recruit future leaders to help govern the organization. • Stay current on issues and trends impacting the membership. • Get involved in committee work. • Make contributions and assist with fundraising. Board Orientation

  7. The Officers • The officers have special duties described in the bylaws & policies and procedures. Board Orientation

  8. Role of the President • Serves as chief elected officer of your local chapter. • Presides over all meetings or designates a person to do so. • Appoints committees in accordance with bylaws. Board Orientation

  9. Role of the President-Elect • Serves in the absence of the president. • Performs such duties as identified in the bylaws or assigned by the president. Board Orientation

  10. Role of the Secretary/Treasurer • Monitors the accuracy and timely distribution of meeting minutes. • Oversees all funds and financial records. • Oversees preparation of annual budget for approval. • Keeps records of all income and expenses. • Performs such duties as identified in the bylaws & policies & procedures. Board Orientation

  11. Financial Responsibilities • The Executive Board approves the proposed budget. • The Executive Board is responsible for reviewing financial reports on a regular basis. Board Orientation

  12. Committees • Help the local chapter accomplish the initiatives. • Identify potential leaders. • Serve the interests of subgroups of members. Board Orientation

  13. Board Meetings • The Preparation • Notice of the meetings need to be distributed well in advance. • Prepare agenda/make effort to distribute in advance. • Whenever possible, formulate and ask your questions before the meeting. Board Orientation

  14. Board Meetings • The Agenda • The agenda is prepared with the input of the President, President-Elect, and Secretary/Treasurer with consideration of current issues, member needs and pending business. • If you have input for the agenda, be sure to provide it to the President well in advance of the meeting. Board Orientation

  15. Board Meetings • Minutes • Minutes are a legal record of the meetings. • They are not a record of side conversations. • No audio recordings should be maintained once the minutes are approved. • Secretary should complete minutes and send to the Board for review in a timely manner. • The minutes are to be approved at the next Board meeting. Board Orientation

  16. Board Meetings • The Rules of Order • Procedural rules are used to maintain order at meetings. • All persons must be recognized by the chair before speaking. • Time limits may be set on certain topics. • When in doubt – refer to The a-b-c’s of Parliamentary Procedure or purchase Webster’s New World Robert’s Rules of Order Simplified and Applied. Board Orientation

  17. Recruiting Leaders • A responsibility of board members is to identify future leaders for both your local chapter and at the state level. • Training programs encourage and help recruit leaders. • Committees and chapters may be a source of future leaders. Board Orientation

  18. Board Legal Considerations • Duty of Care • Good business judgment at all times. • Due diligence in decision making. • Duty of Loyalty • Avoid conflicts of interest. • Duty of Obedience • Faithful to the mission and goals. • Follow the governing documents. Board Orientation

  19. Thank You for Serving! • The board experience should be a positive one. • The board is the caretaker of your local chapter. • The board speaks as a whole, no board member should have more input or authority than others. • There are NO dumb questions. • Always ask questions as they arise. • Thank you for serving on your board! Board Orientation

More Related