Getting To Know You will be available shortly.

Getting To Know You: A Complete Board Orientation


After 25 years in nonprofit organizations I have learned something important.  Your new trustees don’t know the first thing about how to govern your organization.  They may be master entrepreneurs, highly competent professionals, with a sincere interest in the mission of your organization.  But most of the time they leave their real world expertise at the door and arrive at your board meetings confused and quiet or noisy and distracting from the real business of governance.

To really give a new trustee a thorough grounding in the business of guiding a nonprofit organization to achieve its mission effectively and efficiently, they need an orientation to the mission of the organization, their duties as trustees, an understanding of how to become a valuable and reliable board member.

Have you had time to develop an in-depth board orientation?  Have you spent considerable money to hire a facilitator for a board retreat to engage and energize your board members?  This can be a time consuming and expensive process.

My goal is to make sure that all new nonprofit trustees understand their roles and responsbilities and carry them out appropriately.  To that end, I want to introduce “Getting To Know You: A Complete Board Orientation for Nonprofit Trustees”. 

This package includes:

  • A 75+ Slide PowerPoint presentation with thorough facilitator’s notes
  • Engaging activities to help your trustees process the information
  • Material to help you get ready for your board orientation
  • And a lot more.
Should nonprofit trustees be managing the affairs of the board? Is this the same as governing? Who hires, supervises and evaluates the organization’s executive director?  What does it really mean to observe the legal duties of Care, Loyalty and Obedience as a nonprofit trustee?  

Without engaged and informed board members a nonprofit’s fundraising could flounder; an executive director could feel a lack of direction and support;  an unintended conflict of interest could arise leading to negative press and damage to the reputation of the organization.

I have created “Getting To Know You: A Complete Board Orientation for Nonprofit Trustees” based on my experience as the Director of Human Resources Development at a major fundrasing nonprofit in Ohio and as the Executive Director of a nonprofit where I was responsible for a budget close to $1 million and 13 employees in several locations in the Cleveland area.   

Having worked with numerous oversight committees in the areas of government relations, leadership development, fundraising and with the boards of a number of nonprofit organizations, I know that a board orientation is a fundamental right of all new trustees.  They can not be blamed for misunderstanding their roles and not taking their responsibilities seriously if they are not given appropriate guidance.

One of the best choices for a board orientation is to hire a seasoned consultant who can facilitate a weekend retreat, allowing plenty of time to process all the material that should be included when new trustees are oriented to their roles and responsibilities.  A consultant’s fee for this work might run as high as $3,000.  Well worth it if the board is then so engaged that the organization flourishes and fundraising grows.

However, this is not realistic for many small to mid-sized nonprofit organizations. Doing more with less is now the standard modus operandi.   Board orientation is critical to the future of the organization, but providing essential programs to clients often comes first along with meeting payroll, spending money on fundraising, etc.

But now there is an option for the organization that wants to make sure its board members are grounded in their roles and responsibilities and are well on the road to carrying them out. 

“Getting To Know You: A Complete Board Orientation for Nonprofit Trustees”.
The board orientation package of materials includes more than the 75+ PowerPoint slides and Facilitator’s Guide.  Here is what else you’ll get:

  • 13 Questions Each Facilitator Should Ask Prior To A Board Orientation
  • Orientation Quiz for Nonprofit Trustees
  • Creating A Board Manual: A List of Essential Documents for Your Trustees
  • Money Quiz: What Is Your Money “BluePrint”?
  • A list of additional resources to help you create a governing board that doesn’t micromanage, but helps guide your organization into the future.
“Getting To Know You: A Complete Board Orientation for Nonprofit Trustees” is based on more than 25 years of real life experience in the nonprofit sector. Included in the PowerPoint presentation are the following components:
  • Orientation expectations
  • Organizational values
  • Duties of Nonprofit Directors
  • Focus on Fundraising
  • Focus on Communication and Advocacy
  • 7 Habits of Highly Effective Trustees (from Steven Covey’s 7 Habits of Highly Effective People)
  • Determining Success

 
The slide presentation is the heart of Getting To Know You: A Complete Board Orientation for Nonprofit Trustees, but it is not the only resource included in this offer.   The exercises  add an essential interactive quality to the board orientation. And you will also have a list of what you need to do to prepare for the board orientation.   Because a board manual is key to keeping your trustees engaged and on track we provide a list of the most important documents to include.
 
Fundraising is one of the foundational elements of a board member’s duties.  Each of us has a “money blueprint” that shapes our relationship to money and prosperity.  Included in the packet is a money quiz that will bring out each trustee’s feelings about money and allow you to talk about how this might impact their interest in and ability to fundraise for the organization.
 
There are numerous high quality resources available on the internet for use by nonprofit leadership.  We provide a list of these to give you a place to go for more information on board governance and best practices.
 
We offer a money back guarantee, so if you are not completely satisfied with the materials, please contact us for a full refund.
 
From those who have seen Getting To Know You: A Complete Board Orientation for Nonprofit Trustees:
 
 “Lots packed into the presentation!  Good, specific information.” - Jean Block of Jean Block Consulting
 
 “I like the look of the presentation. The bright colors, pictures and layout caught my attention immediately.   I like your exercises and your use of Covey’s 7 Habits and the references where people can go for more information. You did a great job with this. ” - Terrie Temkin of Core Strategies for Nonprofits




 
 

 
 
 
 
 
 

© Copyright 2012 The Bloomberg Group Greenfield, MA
marcia.bloomberg@gmail.com

 

Advertise With Us

Consultants, Vendors and Specialists:  To reach thousands of nonprofit organizations throughout the United States, advertise with The Non Profit National Resource Directory.

Click here to learn more