The New Board Member's First 90 Days: An Onboarding Guide
Most new board members inherit a shoebox, not a system. Documents live in someone's Dropbox, minutes sit in an email chain, financials are in a spreadsheet the last treasurer kept on a personal laptop, and no one is left to explain any of it. This guide shows you what you are on the hook for, and how to stay ahead of it.
This guide covers:
- The nine documents to track down before you vote on anything
- Five orientation questions that surface what the last board never resolved
- Five finance checks that tell you whether the books can be trusted
- What belongs to the board, what belongs to your manager, and why
- How to document decisions so board turnover stops resetting everything
- How one platform replaces the Dropbox folder, the email chain, and the spreadsheet
Download the guide and work your first 90 days in order instead of improvising as you go.
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