Leader Toolkit

Chapter Board Member Onboarding

To ensure great volunteer engagement, it’s important that your new board members feel like they’re an integral part of the board as soon as possible. No matter how well-qualified your new board members are, it will take some time to get them up to speed and comfortable as contributing members of your team.

Conducting an onboarding process for all new board members will not only help them understand their role on the board, but also help them learn and understand the mission, values and goals of your chapter and CUPA-HR.

Use the below resources to create or add to your chapter’s leader onboarding process. If you have examples or templates to share, please send them to [email protected].

Send a Welcome Email

Sending a welcome email to your new board leaders is not only about providing the logistics of getting started in their new role, but it’s also about setting the tone for the year ahead. Here’s what you can include in your welcome email:

  • Welcome message
  • Introduction to the current board
  • Introduction (and links!) to the chapter website and online community (if applicable)
  • Your chapter’s policies and procedures document
  • A link to the Chapter Management Community in CUPA-HR Connect (and summary of the purpose of the resource)
  • Other material to catch them up on the work of your chapter

We have a Welcome Email template in the volunteer leader toolkit you can use to welcome your new board members.

Remember to update your chapter board listing with the national office and on your chapter website.