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The number one reason that board members report having an unpleasant board experience, is that they never received a solid orientation. This makes complete sense. If board members don’t know the culture, the policies, the programs, the origin story, or the challenges, they may stay quiet in board meetings. They may not ask great questions for fear of stepping out of line.

This actually kills engagement and leads to confusion.

As you consider having board orientations for all new board members, you’ll need to know what things you want to include in that session. Maybe in a 1-2 hour orientation, you include the foundational documents like bylaws and mission, the programs, board responsibilities and information about good governance.

For others, they will want to include real training, and a look into the strategic plan (if you have one) or talk honestly about a recent crisis the organization experienced. Either way, this list will give you ideas about what is right for your organization.

Consider inviting all board members to all board orientations. Not only will the energy be higher, but existing board members can probably use the refresher. Seek feedback on how the orientation went so you can continually improve it. Remember, this is the most vital early step in board retention and an investment in later board success.