Trustees/Directors Induction

A good induction experience for new directors is integral to engaging them with an organisation and supporting them to stay on as an effective director.

Providing a well-structured induction process and the opportunity for a new director to use, build and develop their skills, is cited as one of the key reason’s directors decide to remain on a board.

A good trustee/director Induction will include:

1. An induction to the organisation and its people
An invitation to meet with new directors should be planned at a convenient time for potential directors. The opportunity should be taken to introduce the potential trustees/directors to key trustees/directors and staff members:

• Chairperson
• Chief Executive
• Staff Members
• Volunteers

Equally, potential trustees/directors should be introduced to the working environment of the charity its core services and activities, where possible to provide an all-round experience of the organisation.

2. An information pack containing key documents for trustees/directors

• Governing Document
• The latest annual report & annual accounts
• Statement of directors Liabilities
• Frequency and timings of board meetings along with the board meeting schedule
• Past minutes of board meetings (between 6 and 12 months of minutes)
• List and short biographies of board of directors
• Organisational structure and senior staff biographies
• Background/history of the organisation – current publicity and leaflets
• Organisational strategy/operational plans
• Relevant/applicable policy documents
• Expense policy
• Code of conduct
• Conflict of interest declaration
• Eligibility declaration
• Volunteering policy
• Summary of funding and projects
• Outline of partnerships relationship with stakeholders
• Information about trustee/directors training and development

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