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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Comments
There are 1 comments on this post.
Too often people are asked to lead a board without a guidebook or a mentor. Holding the Gavel lays out the job, what is expected and how to best contribute.
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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