Easily accessible. Organizational charts are similar to the structure of a family tree. org addresses the critical need for professional development in the nonprofit sector by providing more than 500 online courses and certificate programs for nonprofit professionals and volunteers in all roles, at every stage of their career. e. As a tax-exempt organization your nonprofit will be accountable to the people it serves, to its funders, the attorney general, and the general public. experienced board member to the larger board as a whole. A nonprofit is going to improve and will benefit from their contributions. What nonprofit board committee structure works best? Conclusion and free downloads! What are board committees? Board committees are small groups of individuals who advise the board on a specific area of operations. 1. It’s generally best to stagger board terms to eliminate the risk of an entire board turning over simultaneously. Legally, nonprofits are required to have a board of directors. Provide Sufficient Resources. W. They will feel good by doing good. Problems are Especially Complex for the Small. Acts as a steering committee for the board. A board committee charter is a document that outlines the specific purpose, authority, and procedures of a particular committee. The board is responsible for setting the organization’s mission, strategy, and goals, and ensuring that the organization operates in compliance with legal and ethical standards. This type of structure is more common in nonprofits with a small staff and/or one person who has most of the decision-making power. Committee structure examples in small businesses and nonprofit organizations typically include standing committees and ad hoc committees. If needed there can be a PDF version as well. A board of directors, also known as a nonprofit board, is the governing body of a nonprofit. These could range from directors, managers to sub workers and right to the level of volunteers. They are responsible for leading the direction of the organization as a whole. Any good organization will ensure its bylaws line up with its identity and mission as a business. Program. It can range from sheltering the homeless to advocating for the members of the organization itself. Financial Management. Before committing to starting a nonprofit, it is essential to research whether you. 501 (c) (3): Charitable, Religious or Educational Organizations. Examples of 501 (c) (6) nonprofits include real estate boards, business. 1. bypass ED to board • High conflict among • Low # of volunteers Governance/ Board structure in place • Not yet a real concern • Formal governance • Small, passionate, and homogenous board • Members tend to be volunteers or hand-chosen by executive • Board expansion – first ‘outsiders’ • New board members are added who areThe CGO must be seen as a real leadership role within the board with a two- or three-year term and a maximum of six years in the role. A nonprofit org chart illustrates the structure of a traditional NOP showing the hierarchy and relationship between the board of directors, the executive direction and various directors of operations, marketing, finance, and so on. Your board and staff should understand their own roles and responsibilities and how they help further the mission of your organization which can be. 5 members, and organizations that have budgets of less than $1 million. Some for-profit companies use. Most boards begin with the basics and then expand over time and as needs arise. Nonprofits are governed by the board of directors. A line structure is one of the simplest organizational structures as authority flows from top to bottom. )An organizational chart, otherwise known as an organogram or org chart, is a pyramid-type diagram that represents the structure of a business. Or you can look up Form 990s for any nonprofit at GuideStar®, • Financial statements are prepared quarterly, following a consistent format. • Budgeting and Financial Planning. These organization charts provide a clear picture of reporting relationships, hierarchy, and functional areas within non profit organizations. Heading up the executive director’s annual performance evaluation. So, use this space to highlight how your donors have made a difference. 501 (c) (4): Community Social Welfare. A nonprofit organizational figure helps expand off these areas and explaining your noncommercial internally plus the the public. . Here are some of the tools: Canva: This design tool is free and has plenty of templates an employer can use to build a non-profit organizational chart. However, setting the goals of a. This is the stuff nonprofit boards legally have to do: things like. 501 (c) (3): Charitable, Religious or Educational Organizations. The average small business using Google Ads spends between $5,000 and $12,000 per month on Google paid search campaigns. As you can see, a dimensional nonprofit chart of accounts offers nonprofit organizations many advantages, including: Reduced complexity and higher efficiency in transactional data entry. Typically, there are seven to nine organizational structures that are referenced. If your town does not have a volunteer network, there are many choices online. The nuts and bolts of nonprofit board committee charters. Strategies for management and governance based on this policy governance model look at the board's role as a trustee on behalf of its communities and the board's need to ensureIn researching peers, a nonprofit should identify the key differences with these organizations that may make it hard to follow in their footsteps. It provides a graphic view of the hierarchical system and the levels of responsibility in an organization. Oversee financial management. Medium-Sized Nonprofits. They strive to align the interests of shareholders. Small nonprofit board structure chart If you are a smaller nonprofit with just a handful of board members, committees may feel too structured to enable board members to contribute in multiple ways. 3. Many organizations operating in Oregon experience asset losses related to thefts, embezzlements, or other diversions of assets and these trends are mirrored in charities. Too Much, Just Too Much. There are three important aspects of the basic formal structure of the board. Beyond fulfilling a legal requirement, an effective nonprofit board also plays an important role in an organization’s governance – for example, by overseeing CEO evaluations and succession planning,. Below the org chart, we’ve also included the most common nonprofit job. Non-Profit Organizations May Be Tax-Exempt, But They’re Still Answerable to Benefactors and Charity Commissions. In summary, the hierarchy is as follows: -Board of Directors -CEO -Directors -Management -Staff -Volunteers Of course, this is just a general overview. A nonprofit board of directors is a group of individuals who are elected to govern and oversee the organization’s operations. Nonprofits filing IRS Form 990 must describe the process they use to approve executive compensation as part of the nonprofit’s responses on the annual return, IRS Form 990, Part VI, Section B, line 15. Populate the non profit hierarchy chart with staff and their roles. Creating one can be stressful, but we have Nonprofit Organizational Chart Templates in Apple Pages to ease up the process. Nonprofit boards commonly structure board positions with three-year terms, and they allow board members to serve two terms consecutively. Nonprofit organizations consist of a board of directors and executive, managerial and administrative positions. (current and proposed staff organization charts, financial trends for the preceding three to five years and projections for the next three years. Note: you’ll need a Pingboard account first. All of the templates in this guide are meant only to be basic building blocks from which you can create documents specific to your organization. Members of nonprofit boards are generally motivated by a desire to serve the community and the personal satisfaction of volunteering. 1999, p. C. He adds: “The top staff position of a nonprofit organization is most commonly executive director, with the president and/or CEO becoming more commonly. On average, a CEO at a smaller nonprofit ($500K – $1M in annual expenses) makes $84,674 each year, while the average for a CEO at large nonprofits (over $50 million in annual expenses per year) gets paid $402,366. For more information on these services, contact NCNB by telephone at 202-452-6262, by fax at 202-452-6299, or write to: Director of Education, National Center for Nonprofit Boards, Suite 510, 2000 L Street, N. If a nonprofit has an executive director, the board oversees that employee or contractor. To add new/delete current employee fields. Tracks compliance with the organization’s By-Laws. Several authors say what Sumption & Wyland has said for years: a board should be large enough to get the board’s work done, yet small enough to work as a single team to communicate, deliberate, and function as a single body. According to Kim, the basic, required board members include a board president, a vice president. For example, key writers on nonprofit management such as Carver (1990), Houle (1989), Fram and Pearce (1992), Powell (1995) and Wright (1992) all provide similar advice. Naturally a founder is an important. (If a small nonprofit, it should provide you with a copy of its IRS Form 990. The sole member might still have the ability. Officers are defined as President or CEO, Vice-Presidents, the Treasurer and the Secretary which are appointed by the Board of Directors and asked to report to the Board of Directors. Without any term limits, some board members may serve 20 to 30. The designation nonprofit organization refers to “agencies with nonprofit and charitable status, governed by a board of directors, delivering programs and services, and for the most part involving volunteers in the service of delivery” (Inglis et al. Allows everyone to understand the chain of command. 3. Budgeting for Nonprofits. All of the parts of your business plan, from the executive summary to the fundraising and impact plans, should align with your nonprofit's central mission. 1. Use tools such as Photoshop, Indesign, Canva, Airtable, or Microsoft Office to idealize and create your chart. Apply for a Google Ad Grant. 3. Draw. A nonprofit organization gains 501 (c) (3) status by filing Form 1023 with the Internal Revenue Service. Image description. A nonprofit org chart shows the organizational structure for a nonprofit institution (NOP). Small Nonprofit Board Structure Chart 01 Feb 2023. Know your board. There are three major functions within the non-profit structure. Any examples of the most common styles of organizational charts for non-profits are as follows. This structure has centralized leadership and the vertical. Quickly Customize. The average small business using Google Ads spends between $5,000 and $12,000 per month on Google paid search campaigns. The leaders of a nonprofit organization typically consist of a non-executive board chair and a CEO or executive director. Include a tour, meeting the rest of the board, and a review of the board contract. An A stakeholder is essentially an I, but with vote and veto power (such as a CFO, who needs to approve financial decisions). It’s generally best to stagger board terms to eliminate the. This rule, however, is not absolute. Quickly Customize. However, the Board makes operational decisions. Grant management is a process that helps nonprofits administer grant proposals by prioritizing, and processing grant applications. Nonprofits operate under many designations, such as charitable organizations, churches, private foundations and political groups. Basic Responsibility of a Non-Profit Board of Directors. Top-Down Organization Chart. Here is a simple video on how to import the nonprofit chart of accounts into QuickBooks Online:The Consensus Board Governance model is also called the Process Model. The five main categories within a chart of accounts are: Assets: Consists of what the nonprofit owns, which includes cash, investments, receivables, and fixed assets. The organizational chart will help the team understand the responsibilities of all the employees, helping to reduce wasted time and increase efficiency. 1. Step 2: Include the Right Content. Board Orientation. Core principles of the board of directors structure. Some states specify a minimum, and some specify a formula for a minimum and maximum. Free strategic plan for nonprofit template. Handles the routine correspondence of the Board. A federated structure — a national organization with chapters — is not appropriate for every nonprofit. They hold regular meetings and vote on issues involving the organization. That’s $60,000 to $150,000 of marketing expenses per year spent solely on ad clicks. The National Center for Nonprofit Boards offers consulting services to assist in chief executive assessment. Once you’ve built your strategic plan, you can set KPIs and schedule the milestones your organization needs to hit in order to be successful. John Carver developed the model in his book, “Boards That Make a Difference. Flat. With a diversity of experience, expertise, and perspectives, a nonprofit is in a stronger position to advance equity, plan for the future,. The formal orientation is a continuation of that process. BOD members have to vote to approve many key organizational decisions, including the budget and other important matters related to strategy, direction, and fiscal responsibility. Unlock the full potential of your nonprofit’s. Where a board of directors or “governing board” is responsible for top-level financial planning rather than the budget sheets, a working board is responsible for both. Be Creative. BoardSource provides resources and tools to help make your. Name the standing committees, such as the finance committee. Form follows function, or at least it should when it comes to boards. Conclusion. Think of the bylaws as equivalent to the U. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. Many churches have seen great missions completely lost from the lack of organization in the church. Below is a closer look at the five steps you need to take to start a nonprofit. There are three major functions within the non-profit structure. The typical nonprofit organization structure is divided into three main functional areas: Company, Administration, and Programs. The structure is divided into traditional departments like IT, marketing, finance, human resources, and operations based on everyone's functional. Add text to a shape by double-clicking it and entering your desired text. Nonprofit Purpose. The Executive Director typically creates a competent nonprofit board structure chart to ensure the management layer of the organization knows who theyre accountable to and is working hard to meet the nonprofits objectives. A focus on inclusion and sensitivity to cultural differences (i. A nonprofit’s board committee structure shapes how governance work is done inside the organization. Similar Job. Heather is passionate about your nonprofit’s operations!! She has served as an Assistant Director, Operations Manager, Consultant, Speaker and Trainer to nonprofit organizations in California and Illinois for over 6 years. Creating nonprofit policies begins with knowing what they are. Junior League of the City of New York Nonprofit Board Clearing Center Offers training and placement to community leaders interested in serving on a nonprofit board. It can be as simple as the chart below. An Org Chart becomes more necessary the larger the organization is – whether a for-profit business, or a non-profit church – because it keeps a highly complex system relatively understandable. Your Structure. outside mandates require a certain size. Traditional Nonprofit Organizational Chart. 3. Nonprofit Organizational Structure, Position Titles & Org Chart. Edit the record so the minutes are concise, clear and easy to read. While all signs point to continued growth, nonprofits must remain driven and committed to their mission. Statement of Activities. For many small nonprofit organizations, the idea of having written “job descriptions” for board members and officer positions such as the Chair or President, Treasurer, Vice-Chair, and Chairs of various committees may seem unnecessarily bureaucratic and formal. Financial procedures include statements for how to manage: Cash flow statements. Use arrows and lines to show the relationship between the members. Start early and design a process. A nonprofit’s board of directors helps determine what programs and projects will be funded for the year, ensures that the organization is abiding by its bylaws, provides fundraising support, and more. Nonprofit Board Responsibilities Page 1. Download Template. Meeting Minutes Template 1 (Google Docs) Meeting Minutes Template 2 (Google Docs) Meeting Minutes Templates (Microsoft Office)QuickBooks Online: Best customizable accounting software for Form 990 reporting. An endowment usually implies that some or all of the use of the endowed assets are restricted in some way. Crowdfunding, a form of online fundraising, has also become a popular method of funding for nonprofit organizations as of late. Acts as a steering committee for the board. Here’s a step-by-step guide to getting started on your nonprofit org chart example template in Lucidchart: To manually customize this org chart, double-click any shape, then click the + shape to add a new org chart shape. The size of the board of directors can vary from three to more than 50. Step 3: Build your strategic plan. If applicable, addressing and sometimes mediating board conflict. Now, they seem to struggle to maintain outward relevance in these bleak and uncertain times. Check Details Profit organizational non chart example pdf handypdf templates. Within these groups are special roles and job functions. The. You must understand how and why changes are needed before adding any DEI strategies or programs. For example, key writers on nonprofit management such as Carver (1990), Houle (1989), Fram and Pearce (1992), Powell (1995) and Wright (1992) all provide similar advice. Your board may require, or at least make it a practice to hear a reporting of the organization’s financial position and statement of activities at every board meeting. Moreover, this chart shows who your immediate heads are. Financial Control Recommendations for Small Nonprofits (PDF) Preserving charitable assets is one of the most important responsibilities of nonprofit board service. • Monitoring Other Risk Management Areas. A working board has operational responsibilities. Work with a nonprofit consultant. An effective board provides oversight over the activities of the managers and staff to whom the board4. The best way to structure your COA depends on your organization’s needs and. The board of trustees of a nonprofit organization may be sued by (1) the members in a so-called derivative suit, whereby the members are suing the trustee on behalf of the greater good of the organization; (2) a third private party; (3) a government; and (4) one of its own members or employees. The primary function of an audit committee is to ensure the organization carries out an independent outside audit. In your chart of accounts, there might be accounts you haven’t used for some time. For information, on this topic, you may wish to contact your private attorney, the Texas Ethics Commission, (512) 463-5800, the Federal Election Commission, and the IRS . Every nonprofit led by a founder (or long-term executive) can take at least four steps to put scaffolding in place for a successful transition, whenever it occurs. Example 4: Traditional Nonprofit Organizational Structure Template. By knowing who your leaders, as well as close colleagues, are, it becomes easier for you to know who to approach, why to approach them, and when exactly to do that. You can treat your organizational chart like any other new project you work on. All of the templates in this guide are meant only to be basic building blocks from which you can create documents specific to your organization. While every team might have a slightly different organizational structure based on resources and priorities, each should follow the basic hierarchy of establishing a Board of Directors and club administrators. Instantly Download Non-profit NGO Organizational Organizational Chart Template, Sample & Example in Microsoft Word (DOC) Format. QuickBooks Premier Plus Nonprofit: Best for desktop accounting software for nonprofits. Then using Excel’s chart function, select “Bubble Chart” to create the Matrix Map seen at the beginning of this article. It is relevant to present an organizational chart because it gives a quick, bird’s-eye view of the management structure of an NGO. The board’s job is to ensure that its members are equipped, willing and enabled to perform all board functions well. As you consider the reporting relationships in your organization, you can plan your chart from top to bottom. A nonprofit is going to improve and will benefit from their contributions. Role of Board Committees. The general rule is that a parent corporation will not be held liable for the acts of its subsidiaries. Thankfully, Google created a grant to help nonprofits budget for marketing. 20036-4907. If there’s cash involved — such as at a fundraiser or box office at a performance — have. It outlines laws applicable to Florida nonprofits regarding their governance, advocacy, human resources, and fundraising. Nov 17, 2020 - This chart illustrates the structure of a traditional nonprofit organization including the relationship of the board of directors and various committees to the executive director and staff of the nonprofit. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $196,107 to $473,178 with the average total cash compensation of $304,156. Logical and easily readable. The United Methodist Church does not have a central headquarters or a single executive leader. 3. Board elections culminate in the selection of new board members and officers, but where does the board election process actually begin? For a nonprofit organization with a traditional board structure, the answer should be easy – in the bylaws. It outlines laws applicable to Florida nonprofits regarding their governance, advocacy, human resources, and fundraising. 31/33 EXAMPLES. QuickBooks Premier Plus Nonprofit: Best for desktop accounting software for nonprofits. The time to start planning for a leadership change is long before it happens. What Are The 3 Organizational Structure Types. Maintain legal compliance and integrity. Thankfully, Google created a grant to help nonprofits budget for marketing. A committee charter template provides a basic structure to create a new charter for a committee any time your board needs one. Give yourself enough time to gather the necessary information and data, to think through and discuss the various elements of the budget, and to put it down on paper (or in Excel). The average Nonprofit Executive Director salary in the United States is $84,767 as of October 25, 2023, but the salary range typically falls between $70,981 and $102,812. These steps can also be adapted to work for nonprofits of all types and sizes. Here are a few editable templates for you to download: Example 1: Red Cross NGO Organizational Structure Template. 1. A 501 (c) (3) organization is a nonprofit organization that acts as a community chest, corporation, foundation or fund. com Hurwit&Associates LEGAL COUNSEL FOR PHILANTHROPYYou should carefully consider your unique business needs to determine how large or small your board should be. Close corporations can be run by a small group of shareholders without a board of directors. 2. It is unusual for a board to give decision-making authority to a committee. Board structure (size, standing committees, if any) Specify the minimum and maximum number of board members (e. If, however, even a small number of board members have. 2. One way to ensure prudent financial management is for the board of directors to adopt financial policies . The board – or board of directors – is an organization’s governing body. This checkist is not intended to give legal advice and before relying on any of the contents herein the nonprofit should consult with an attorney. Most businesses will also need to get a tax ID number and file for the appropriate licenses and permits. Who are the owners? No owners, governed by Board of Directors (minimum of 3 directors). ” Because many all-volunteer organizations haven’t taken the legal steps to form a nonprofit corporation, there may not be a legal board of directors. 5. 1. Small Non Profit Organizational Chart. Nonprofit board meeting minutes template. Creating an Organizational Chart for your charity will be worth it. As a diagram, a simple chart shows the connection and relationship between the members of the organization. Here are some reasons why people join nonprofit boards: They know their skills are needed. A non profit organizational chart is a critical tool for small-to-medium-sized non profit businesses to visualize and understand the structure of their organization. Nonprofit Budget vs. By-laws are needed for the legal registration of an NGO, and can be added to, or changed, with the approval of the Board of Directors and the General Assembly. 5. Generally, the more As who are involved in a decision, the more time a decision takes. THE THREE-COMMITTEE MODEL. The board of directors is also. This structure shows the C-Suite at the top, followed by other senior management, middle managers, and so on. Pros and cons of large and small boards. • We have a clear understanding of who is on the executive team. The board of a well-governed nonprofit organization, like the board of a well-governed profit-making company, will do all of the following: Formulate key corporate policies and strategic goals, focusing both on near-term and longer-term challenges and opportunities. Instead of filling out a spreadsheet, you can connect your HR system to Pingboard to automatically sync employee data. Define procedures to be followed by staff and board members, clarify responsibilities for the board of directors, plan for communication with stakeholders, and provide a timeline for implementation. It provides a graphic view of the hierarchical system and the levels of responsibility in an organization. Some groups elect officers, while in others anyone can join the “core group,” or the “steering committee. 2. Clearly articulate the purpose and objectives of the retreat. The IRS expects boards to meet at least once a year. You can involve the rest of your organization in the process, allowing them to make changes as needed in order to develop a solid board. Meeting minutes serve as the official written record of any meeting that occurs within a nonprofit. Types of Nonprofit Org Charts 1. The chart of accounts defines classes of items your nonprofit accounting system will use to aggregate transactions into. Sitting at the top of the nonprofit hierarchy chart, this role requires working closely with the board, the Nonprofit Director, and the departmental heads to make sure the nonprofit is running correctly and making the right. Non profit nonprofit organizational organization chart structure board template charts school quotes choose templates quotesgram audiopinionsNonprofit organization charts Chart nonprofit simplified organization board directors advisory executive staff volunteers director slideshare upcomingNonprofit organizational. If this lack of total control is impossible to accept, you should consider forming your own business where you can alone make all the strategic decisions. They are responsible for setting policies and rules, overseeing the f i n a n c i a l s of the nonprofit. Nonprofit board engagementsimplified. Strategies for management and governance based on this policy governance model look at the board's role as a trustee on behalf of its communities and the board's need to ensureAs a tax-exempt organization your nonprofit will be accountable to the people it serves, to its funders, the attorney general, and the general public. As any nonprofit leader knows, a strong board of directors is critical to an organization’s success and long-term resilience. Let’s dig into each type of nonprofit management structure. Separateness. Add text to a shape by double-clicking it and entering your desired text. The term “board organization” encompasses a variety of tasks, from routine matters, such as preparing a schedule of board meetings, to actions with broader consequences, such as developing a. A COA categorizes an expense or revenue as either “revenue” or “expense. behest of the Minnesota State Historical Records Advisory Board, with funds provided. Organization and structure is the two main purposes for this chart and provides: Organization to the effort. 4. The CGO should regularly report on governance topics, as part of regular committee chair reports. An organizational chart. Keeps and distributes records (eg: minutes) showing the decisions made by the Board. Associations need to regularly evaluate their existing committee structure and be ready to adjust it based on the organization’s changing governance needs. Flat organizations are the opposite of top-down. An executive summary of annual accomplishments. The top-down chart is probably the easiest to follow and works best in smaller organizations with limited. Pro Tip #3 – Limit The Amount Of Tangent Arrows And Symbols When Creating Org Charts. Nonprofit boards commonly structure board positions with three-year terms, and they allow board members to serve two terms consecutively. If, however, even a small number of board members have. There is some thought among. Org charts help visually represent an organizational structure once that structure is identified. One way to do that is to stagger board terms (for instance, three year terms with 1/3 of the board up each year) and place some limitation on the sole member’s right to remove directors. The Consensus Board Governance model works best for small corporations that don’t have major shareholders. In addition, nonprofit executive committees also serve as a liaison between the executive director and the rest of the board. The board oversees the mission of the non-profit and the higher-level strategy. Liabilities: 2000-2999. Here comes a template for a nonprofit organization. Beyond fulfilling a legal requirement, an effective nonprofit board also plays an important role in an organization’s governance – for example, by overseeing CEO evaluations and succession planning, providing financial oversight and recruiting new board members. Creating a nonprofit board structure chart is a great way to visualize your board structure. This viewpoint informs most, if not all, of the board size recommendations in. the chances of real change happening are slim. Your board members are among your organization’s most important advocates. It is wise to set a guideline within a certain range, not an exact number, so. The most common board member term structure is two consecutive three-year terms. A board of directors, also known as a nonprofit board, is the governing body of a nonprofit. Representing the organization when approached by the media or other groups. Non-profits need to have a board that oversees their activities. These individuals are the face of your cause and should be expected to use their efforts and abilities to promote your organization’s core mission in an ethical manner. Executive committees provide direction for the board,. Aug 14, 2017 - This chart illustrates the structure of a traditional nonprofit organization including the relationship of the board of directors and various committees to the executive director and staff of the nonprofit. This should be done by the founder, or CEO. What Are The 3 Organizational Structure Types. Step 2: Develop your strategy. 4. The Consensus Model is appropriate for corporations without major shareholders. The executive committee works closely with the executive director and advises him or her on important matters. This report was designed to be a resource for all nonprofits, so we made downloadable versions of many of the charts and images. A staggered term system allows a certain number of new members to be chosen each year, preventing no more than one half (preferably one third) of the terms from expiring at the same time. Much like stages of for. Top-down. 6. Break out into small group discussions. Here are some job titles that you’ll find in a nonprofit organization. You need a board to incorporate as a nonprofit, gain tax-exempt. They are responsible for developing and reviewing the hospital’s overall mission and strategy. Divisional. A board of directors provides organizational structure to corporations, including nonprofit organizations. Charities are nonprofit organizations that raise money from the public to support causes benefiting society. Good practices include a board financeNonprofit organizations play a crucial role in addressing social, economic, and environmental issues in all over the world. . The board members’ collective expertise provides valuable insight into the aspects of running a business relating to strategy, finance, legal and on marketing matters. You can treat your organizational chart like any other new project you work on. Specific duties include: hiring an auditor (this is not a staff function!) assuring the board that the financial statements reflect the organization's financial condition. Whether orientation of your new board member is approached informally or formally, be sure to include the basics needed for new board members to become engaged in the work of the board right away, and to serve as.