Episode 131: From Bylaws to Budgets: What Belongs in a Board Handbook?

In this episode, Jennifer Drago dives into the essential components of a successful board orientation with a focus on crafting effective board handbooks. Jennifer emphasizes why a robust orientation process sets the stage for new board members to engage quickly, align with organizational goals, and deliver meaningful contributions.

Introduction and Why Board Orientation Matters (0:00)

The importance of providing a strong foundation for new board members.

How intentional onboarding fosters alignment and effectiveness.

The Role of the Board Handbook (5:00)

Defined as the "reference guide" or "dictionary" for board members.

Supports board members with clear expectations, key policies, and historical documents.

Essential Components of a Board Handbook (8:30)

Welcome Materials, Organizational Overview, Board Member Responsibilities, Governance Documents, Operational Details, Financial Overview, Evaluation and Training Resources.

Best Practices for Implementation (18:45)

A handbook should be part of a larger orientation process—not a standalone document. Digital and physical options cater to diverse board member preferences.

Annual reviews by the Governance Committee ensure up-to-date content.

Incorporate feedback loops to refine and improve the handbook over time.

Actionable Tips for Getting Started (25:00)

Ready to strengthen your board?

✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.

Have questions or feedback? Email Jennifer at [e-mail].

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.

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