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

  • hello258625
  • Apr 20, 2023
  • 1 min read

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: hello@homelandmgt.com

 
 
 

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Homeland Neighborhood Management Florida, LLC

HLNM FL

Florida - Panhandle area:

4400 Bayou Blvd, Unit 6B

Pensacola, Florida 32503

South Florida

850-542-8553

hello@homelandmgt.com

© 2025 by Homeland Neighborhood Management Florida, LLC

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