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Does your Association have an organized onboarding process for New Board Members?

New Board Member Orientation Checklist (CAI)

1)Schedule orientation before the member’s first board meeting.

2)Provide a roster of key association contacts (leaders, managers, vendors, etc.).

3)Explain important relationships between the board and the manager, vendors, employees, attorney, etc.

4)Provide and explain association governing documents.

5)Provide meeting minutes and financial reports for the previous six months.

6)Explain the function and current projects of each committee.

7)Explain the goals of the board and how the board functions.

8)Emphasize the importance of participating with and supporting the board.

9)Encourage the new board member to attend board member education seminars

Homeland Neighborhood Management Florida can help you create and organize your process today! Email us at:

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