made easy checklist
New trustee onboarding made smooth, easy and effective: A checklist
Are you struggling with onboarding new trustees? Don’t worry, we’ve got you covered. Download our free checklist for a smooth, easy, and effective onboarding process.
In this checklist, you’ll find helpful tips on how to:
- Set clear expectations from the start, ensuring everyone is on the same page.
- Cover all the necessary topics to equip new trustees with the knowledge they need.
- Streamline access and administration to save time and improve efficiency.
- Track and improve the onboarding process to ensure new board members feel supported and engaged.
Don’t let onboarding become a daunting task. With our checklist, you can confidently bring new trustees into the fold and set them up for success.
Download now and make your onboarding process a breeze!
“When looking for a board portal we reviewed several in the industry. BoardEffect met our functionality requirements equal to each of their competitors. Based on the function and price comparison BoardEffect was easily seen as the best solution. We have been pleased with our implementation and our ongoing support by BoardEffect. BoardEffect has a wide install base that gives them the experience to guide implementation decisions for best practice with their portal.”
Joyce Miller Evans
Vice President, Chief Information Officer, Ohio Presbyterian Retirement Services
