Tour of Org

Website and digital resources ??

Communications  ??  and social media channels

☐ Welcome presentation(s) by the chief executive 

• Organization history
• Mission and vision 
• Organization chart and staff directory
• Strategic plan overview
• Board Director expectations

REVIEW GOVERNANANCE 

Board roster

Committees and task forces

Board director roles and job description

Board commitment form

Review Governing Doc and Org Policy

Articles of Incorporation

Bylaws

Conflict of Interest Policy

Crisis Policy

Financial Control and Accounting Policy

Employee Handbook

Review Fin Docs..

Annual budget

Form 990s

Audit documentation

Annual Report