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Board Transitions Done Well
Board transitions are one of the most overlooked—and most important—moments in a nonprofit’s life. Whether you are welcoming new board members or saying goodbye to longtime leaders, how you manage these transitions sends a powerful signal about your culture, your governance maturity, and your respect for volunteer leadership.
The good news? With a little intention, board transitions can strengthen—not disrupt—your organization.
Bringing New Board Members On: Start with Clarity, Not Paperwork
Too many nonprofits confuse “orientation” with handing someone a thick binder and hoping for the best. Effective onboarding is less about information overload and more about context, relationships, and expectations.
New board members should quickly understand three things: why the organization exists, how the board adds value, and what is expected of them individually. That means going beyond bylaws and financials. Pair new members with a board mentor. Schedule time with the board chair and executive director. Explain how decisions actually get made—not just how they’re supposed to. The Board team is led and managed by Board leaders and these leaders should take an active role in structuring the onboarding process of their new teammates.
Just as important, create space for new voices early. Ask new members what drew them to the organization and what perspective they bring. When people feel heard from the start, they engage more fully and faster.
Supporting Early Success: The First Year Matters
The first year of board service often determines whether a member becomes deeply engaged or quietly disengaged. Smart boards set clear expectations around attendance, committee service, fundraising, and ambassadorship—and then reinforce those expectations through regular check-ins and accountability.
Annual goals for board members, even informal ones, can be incredibly helpful. So can brief, periodic evaluations that focus on learning and improvement rather than compliance. Remember, good governance is a team sport.
Transitioning Board Members Off: End Well, Not Abruptly
Board service should end as thoughtfully as it begins. Too often, board members rotate off with little acknowledgment, minimal reflection, and no structured handoff. That’s a missed opportunity.
A strong offboarding process includes a few key elements: gratitude, knowledge transfer, and continued connection. Thank departing members publicly and specifically for their contributions. Invite them to share insights about what worked, what didn’t, and what the board should pay attention to next.
Some organizations conduct brief exit conversations or surveys. Others invite outgoing members to remain involved as ambassadors, advisors, or donors. Ending well preserves relationships and reinforces a culture of respect.
Why It All Matters
Board transitions aren’t administrative tasks—they’re governance moments. They shape how power is shared, how trust is built, and how leadership evolves. When nonprofits handle transitions with care, they send a clear message: this organization values people, plans ahead, and takes stewardship seriously.
And in a sector built on mission and trust, that message matters more than ever.
3 P's for Strategic Planning Success, Giving USA and MORE!
A strategic plan serves as a roadmap to enable an organization to set priorities and measure progress. It informs the direction of the organization, generates heightened engagement and ownership of the mission, and inspires staff, Board, volunteers, and the community to envision bold possibilities. While the final plan document may take a variety of forms, I have found that there are three keys at the outset to chart an effective strategic planning course:
Purpose:
Starting with the "why" enables an organization to understand the context and environment in which the planning will occur. Has a previous plan term expired? Is the organization preparing for an expansion? Is there an internal or external challenge confronting the organization?
People:
Any planning process is only as effective as the leaders who will embrace and own it. Who will you include in the planning? Who will "own" the planning effort? How will you capture the critical perspectives of internal and external stakeholders? Who will facilitate the process?
Process:
In order to respond quickly to new opportunities and flexibly adapt to changing circumstances, many leaders (myself included) now favor shorter strategic framework processes over formal long-term strategic plans. In consultation with their facilitator, nonprofit leaders should evaluate the planning processes that have worked well with their team in the past and the type of process needed to confront the challenges of today.
Against a backdrop of countless challenges for nonprofit leaders and Board members, strategic planning can sometimes seem like a daunting undertaking. However, if you begin with the 3 P's of Purpose, People, and Process, you can set your organization on a path towards a successful outcome. If you or your team are ready to think about strategy, let's connect!
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