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18 Dec

Creating a Board Book

In my new book, On Board: What Current and Aspiring Board Members Must Know About Nonprofits & Board Service, I recommend making a board book for each member of your board of directors. A board book is a reference guide that contains key organizational documents and relevant information about the nonprofit and the board of directors. Having the information in one convenient three-hole punch binder helps board members be organized and keep handy these resources. I recommend that all materials distributed at board meetings be given out already three-hole punched to allow members to easily add them to their binders. A Board Book should contain the following (if applicable):

  • Welcome letter from President
  • Welcome letter from Executive Director
  • Bylaws
  • History of the Organization
  • Mission, Vision and Values Statements
  • Strategic Plan
  • Duties and Responsibilities of Board Members and Sample Board Member Commitment Letter
  • Conflict of Interest Policy
  • Organizational Chart
  • Budget
  • Financial Resource Development Plan
  • Recent Audited Financials or Form 990
  • Recent Brochures/Marketing Materials
  • Marketing Plan
  • Copy of D&O Insurance
  • Contact Spreadsheet of Board Members with names, addresses, email addresses and preferred phone numbers
  • A list of Professional Staff with titles and bios
  • Calendar of Upcoming Board Meetings with dates, locations and times
  • Organizational Calendar
  • Minutes of Meetings held within last year

Remember that being a board member is something that busy people are doing in addition to their jobs, families and lives. To be successful in leading and managing a board, make board service as convenient and easy as possible. Creating a board book is a good way to start.

To your success,

Nanette

P.S.  On Board: What Current and Aspiring Board Members Must Know About Nonprofits & Board Service is now available on Amazon. For orders of 20 of more, please email me directly for special rates at fridmanstrategies@gmail.com.

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  1. glaze1219

    December 18, 2014

    Love the post hope your calls go well xo Rachel L. Glazer President & Chief Creative Officer Rachel G Events LLC 617-835-1491

    From: Nanette’s Notes To: glaze1219@yahoo.com Sent: Thursday, December 18, 2014 8:13 AM Subject: [New post] Creating a Board Book #yiv0934815865 a:hover {color:red;}#yiv0934815865 a {text-decoration:none;color:#0088cc;}#yiv0934815865 a.yiv0934815865primaryactionlink:link, #yiv0934815865 a.yiv0934815865primaryactionlink:visited {background-color:#2585B2;color:#fff;}#yiv0934815865 a.yiv0934815865primaryactionlink:hover, #yiv0934815865 a.yiv0934815865primaryactionlink:active {background-color:#11729E;color:#fff;}#yiv0934815865 WordPress.com | Nanette Fridman posted: “In my new book, On Board: What Current and Aspiring Board Members Must Know About Nonprofits & Board Service, I recommend making a board book for each member of your board of directors. A board book is a reference guide that contains key organizationa” | |

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