Chapter Board of Directors Onboarding Orientation - Template - Board member onboarding plan outline

Sep 4, 2026

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A board of directors onboarding plan template outlines essential elements for welcoming newly recruited or appointed chapter board members and setting them up for success. It covers a welcome message, governance documents such as articles and bylaws, mission and goals, organizational structure, board roles and responsibilities including fiduciary duties, and supporting records like prior board minutes. It also organizes chapter policies, financial information and budgeting guidance, calendars and events, leadership resources, and key CAMFT contacts and links.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Welcome

Governance

Chapter Policies

Financial Information

Other Information

Board Leadership Development/Resources from CAMFT

Chapter Board of Directors Onboarding/Orientation -Template What happens once you’ve recruited or appointed volunteers as members of your Chapter Board? Setting them up for success can make all the difference and it should start with a thorough board of directors onboarding process. An onboarding plan helps new board members understand their roles and responsibilities, familiarizes them with your Chapter’s structure and operations, and ensures they have theresources needed to be successful in their roles. While every chapter is different, there are some essential elements that should be included in every board member's onboarding plan. Here is a template outline design to assist you in planning your onboarding materials and help new members hit the ground running and make a meaningful impact on your Chapter from day one. Welcome • President’s welcome letter Governance • Articles of Incorporation • Chapter Bylaws • Mission Statement and Goals • Organizational Chart • Board Member List • Board Roles and Responsibilities o Fiduciary Duties of a Board Member o President o President Elect o Secretary o Chief Financial Officer o Clinical Director-at-Large o Pre-Licensed Director-at-Large • Board Minutes (previous year) • Committee Member List • Committee Descriptions • Task Forces • Volunteer Projects • Code of Ethics • Code of Conduct • Chapter Affiliation Agreement • CAMFT liaison Chapter Policies • Various Financial information • Financial Policies • How to read non-profit financial documents • Budget • Financial Report • CGL and D&O Insurance declarations • Board Reimbursement procedure Other information • Board Calendar • Events Calendar • Member Benefits • Robert’s Rules of Order • Annual Business Report Board Leadership Development/Resources from CAMFT • Chapter Relations Manager [o ](o mchampion@camft.org)[ mchampion@camft.org](o mchampion@camft.org) or Direct: 858-429-7508 • Chapter Leader Resources o [https://www.camft.org/Membership/Chapters/Chapter-Leader-Resources](https://www.camft.org/Membership/Chapters/Chapter-Leader-Resources) ▪ Chapter Leadership Conference ▪ Chapter Playbook ▪ Chapter Leader e-newsletter ▪ Chapter Leader Listserv ▪ Chapter Leader Forum • CE Presentations offered to Chapters o [https://www.camft.org/Membership/Chapters/Chapter-Hosted-CAMFT-CE-Events](https://www.camft.org/Membership/Chapters/Chapter-Hosted-CAMFT-CE-Events) • Chapter events e-blast o Submit events here • Add/Drop Member reports o Provided quarterly to chapter liaisons assigned by the chapter • Chapter Advisory Council o [https://www.camft.org/committees](https://www.camft.org/committees)

FAQs

What is the purpose of the board of directors onboarding process for chapter board members?

It helps new board members understand roles and responsibilities, learn the chapter’s structure and operations, and ensures they have the resources needed to be successful from day one.

Which governance documents are included in the onboarding template?

The template lists articles of incorporation, chapter bylaws, mission statement and goals, organizational chart, and board member and role listings, along with prior board minutes.

What financial topics does the template include for new board members?

It includes financial policies, how to read nonprofit financial documents, budget, financial report, CGL and D&O insurance declarations, and the board reimbursement procedure.

Sep 4, 2026

Upload by Xiajie