Try for Free Login
Try for free

Onboarding new board members

In theory, the onboarding process for directors may seem straightforward. Your board has carefully screened and recruited individuals who are seemingly most willing to go the extra mile for your organisation, then you welcome your new recruits with an onboarding meeting that covers all their duties, responsibilities, expectations and anything else they need to know regarding your organisation. From there, they’re all set to fulfil the duties and perform as you’d expect, right?

It is important to set all directors up for success right from the word go. Let BoardPro’s ‘How to Onboard New Board Members’ ebook guide you, covering everything you need to know about onboarding new starters onto your board. Notably, it covers our 3 characteristics to look for while recruiting, as well as our 5 steps for successful onboarding.

3 Characteristics to Look For While Recruiting

  1. Interpersonal skills
  2. Values and goals
  3. Financing skills

5 Steps for Successful Onboarding

  1. Creating a structure and foundation for onboarding
  2. Decide which team members are in charge of onboarding
  3. Put together an onboarding orientation document
  4. Connect with new board members
  5. Update the onboarding process once in a while
onboard new board members

Get Your Free Copy
#1 Highest User Adoption Board Management Software

What Our Customers Say on G2

"We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! It's organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. All around amazing!"
Ericka P
Secretary, Small-Business (50 or fewer emp.)
"This is an excellent board tool. Mobility, no paper, ease of navigation, brilliant note options. The ability to quickly find previous papers and minutes is also very helpful for accountability."
Paul M
Chairman, Mid-Market (51-1000 emp.)
"BoardPro has proven itself indispensable. The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved."
Virginia C
Board Secretary, Mid-Market (51-1000 emp.)
Staying at the top of your professional game! In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with BoardPro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly.
Arieta D
Human Resource & Compliance, Small-Business (50 or fewer emp.)
Completely changed our board meetings! The software drastically improves organization of documents and communication before and after meetings. It gives us a central place for recording and reviewing minutes. We use the action items feature extensively, which automates everything so nothing slips through the cracks. The technical support is impressive.
Peter K
President, Mid-Market (51-1000 emp.)