Checklist of Board Roles and Responsibilities

Basic board roles and responsibilities are the foundation for a successful board. BoardSource has designed this checklist so you can quickly remind yourself of your key responsibilities. It’s also a great board orientation tool! Can you check all the boxes?

Establishing identity and direction

 

Ensuring the necessary resources

  • Has the board adopted policies related to funds to be pursued and/or accepted in support of the mission?
  • Does the board expect all its members to be active participants in fundraising efforts?
  • Does the board’s composition reflect the strategic needs of the organization?
  • Is the board confident that the chief executive’s skills and other qualities represent a good match for the organization’s strategic needs?
  • Does the board seek and review information related to the organization’s reputation?

 

 

Checklist of Board Roles and Responsibilities

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Providing oversight

  • Does the board contract with an outside auditor for the annual audit?
  • Does the organization have up-to-date risk management policies and plans?
  • Does the board monitor progress toward achievement of goals related to the organization’s programs?
  • Does the board have a clear understanding of the organization’s financial health?
  • Does the chief executive receive an annual performance review by the board?
  • Are all board members familiar with the chief executive’s compensation package?

 

Board operations

  • Does the board regularly assess its own performance?
  • Are organizational and board policies regularly reviewed?
  • Do committees and task forces actively engage board members in the work of the board?
  • Do board meeting agendas focus the board’s attention on issues of strategic importance?
  • Do board members have easy access to information needed for effective decision making?

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101 Resource | Last updated: December 26, 2019


Resource: Board Fundamentals