New Board Member Welcome Kit
Give new directors a clear place to start.
Turn a collection of board documents into a useful welcome. Select the essential reading, explain the role, arrange orientation and follow up as the new director settles in.
For chairs and governance leads welcoming new directors to Canadian nonprofit boards.
CA$49.99
One-time purchase. One-organization internal-use licence.
Secure Stripe checkout. Your private download link is emailed after payment.
Inside the kit
- Start Here guide and essential document checklist
- Editable welcome letter and first-meeting preparation sheet
- 60-minute orientation agenda and board buddy guide
- 30, 60 and 90-day check-in worksheets
- Excel onboarding workbook for documents, tasks and follow-up
4 editable Word documents, 4 matching PDFs (10 pages total) and 1 Excel workbook.
Delivered together in one ZIP, with a Start Here guide and licence. Word files are editable. PDFs are reading and printing copies, not electronically fillable forms. Excel workbooks have no macros.
Put it to work
- Choose the essential documents and personalise the welcome.
- Arrange orientation, first-meeting preparation and a board buddy.
- Use the 30, 60 and 90-day check-ins to answer questions and close gaps.
This is the expanded welcome package with editable Word files and an Excel tracker. The separate CA$19 Board Member Onboarding Kit contains two PDFs.
Before you buy
Use it with your board
Reuse and adapt the files internally within one organization. Share with its directors, staff and volunteers. Redistribution, resale and use across multiple client organizations are not included.
Open and edit the files
Tested in Microsoft Word and Excel on Windows. Other office suites may render differently. Keep a local copy: the emailed download link is valid for 48 hours and up to five downloads.
Make it fit your organization
Practical governance tools for Canadian nonprofit boards. Adapt them to your context and governing documents. Consulting and legal advice are not included. For help applying them, explore Boardwise coaching.