1. Building your Board for the Long Haul
-Mary Sherwin and Chris Bednar
(with additional notes borrowed from Emily A. Martin – ARMA Southwest Region)

2. Building your board for the long haul
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Building your board for the long haul
Identify and evaluate potential leaders
Establish clear expectations
Provide mentoring
Develop and recognize your leaders
Evaluate your succession plan

3. Identify and evaluate potential leaders
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Identify and evaluate potential leaders
Consider readiness and availability
Start slowly
Ask someone to help on a committee
Help plan a single event
Be part of a panel discussion
See if there is anyone who has similar experience in other organizations

4. Establish clear expectations
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Establish clear expectations
As Chapter President, meet with your
board frequently
In person when possible
One on ones
Conference calls
Review chapter vision at least annually during planning meeting
Review roles and expectations individually and as a team
Make sure your Immediate Past President has a role – they can be a key to your success

5. Provide mentoring Pair up your board with committee members
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Provide mentoring
Pair up your board with committee members
Consider asking a board member rolling off to help on-board the new member taking on the role
Seek advisors within the region from other chapters (ask the region team!)

6. Develop and recognize your leaders
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Develop and recognize your leaders
Give board members a chance to be seen and heard at your meetings
Ask them to contribute to your newsletter
Make sure to recognize them in attendance at your meetings
Consider highlighting their name badge to identify them as board members
Be sure to establish some budget to send leaders to the Region Leadership Conference!

7. Evaluate your succession plan
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Evaluate your succession plan
Reflect on successes and challenges as your programming year ends
Include your Immediate Past President in analyzing the chapter

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Practical tips
Update your Board of Director roster to ARMA HQ via and on your chapter website
Be sure to modify website accessibility as appropriate
Make any necessary changes with any 3rd parties
Web account
Newsletter distribution (e.g. Constant Contact)
Bank