I've just been onboarding our Board Chair so am happy to share my checklist below - hope it helps:
| Status |
Task |
|
send welcome letter |
|
CEO and Registrar to welcome Chair |
|
send welcome email from Governance Specialist |
|
request executive assistant info |
|
send meeting schedule for next 2 years |
|
send administrative email |
|
note any dietary restrictions |
|
receive signed Code of Ethics |
|
receive signed Declaration of Adherence |
|
receive signed indemnification form |
|
receive police check results |
|
receive bio |
|
format bio for website and distribution |
|
receive photo |
|
add meeting dates to Chair's calendar |
|
schedule orientation day/sessions |
|
schedule orientation call with Advisory Council Chair |
|
update/customize orientation sessions/day material |
|
send Boardvantage access instructions to Chair |
|
ask x to set up i-Pad for Chair |
|
CEO to send announcement to All Staff |
|
CEO to inform Advisory Council of new Chair |
|
ask x to post new Chair's photo/bio on website |
|
give payroll, banking forms to be completed in advance of orientation |
|
send online pay access information |
|
have Chair complete skills matrix |
|
ask x to add Chair to ICD/Clear membership |
|
ask xs to update Board email distribution list in Address Book |
|
ask x to arrange for Chair site visits |
Please let me know if there are other steps that you take, that I might add to my list.
