First 90 Days (New Member, New Team)

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    First steps

    • Orientation "coffees" with president or designated mentor (traditions, strategic role/focus, Sunshine laws, types of meetings, protocols for constituent engagement, Colorado's financial dilemma...)
    • One-to-one mentoring for six months (new member with a veteran or retired board member)
    • Review the governing team's strategic framework and operating norms
    • Explore local board policies (especially those on the board's purposeful work)
    • Study CASB's Leadership WORKbook
    • Participate in a "new team" effectiveness session (click here for a template)
    • Journey with teammates to the next CASB learning event


    Essential next steps

    • Orientation session hosted by administration on “all things strategic.”
    • Team effectiveness session to affirm/adjust the governing team's strategic framework (the number one "tool" of highly effective boards).
    • Establishment of a "support, development and healthy challenge" calendar for advancing both board and superintendent performance (go here for appraising tools).
    • Tours and introductions at district office and schools.


    Upon election or appointment, every new member needs a collection of local "crucials" and ongoing mentoring about effective use.  Among the many possibilities:
    • Plan for board reorganization and oaths of office.
    • Calendar of board meetings and yearly agenda.
    • Orientation/mentoring plan.
    • Policy manual and bylaws (up to date, readily and easily usable).
    • Board packet delivery schedule.
    • Board laptop/Ipad/technology assets (access, responsibilities, passwords, procedures...).
    • Board’s strategic framework (vision, mission/purpose, goals, operating norms and core values).
    • Board’s goals/performance plans, progress assessments, leadership commitments/agreements/policies.
    • Norms for board's local version of "parliamentary procedure."
    • Board's plan for listening, learning and trust-building with constituents.
    • Superintendent’s contract, progress plans and assessments, the official end-of-year evaluations.
    • Student achievement goals, dashboards and progress reports.
    • Strategic plan and related measurables, dashboards and feedback.
    • Unified Improvement Plans (district and site).
    • Budget (clear, easily usable).
    • Financial audits (especially the executive summaries).
    • Annual report.
    • Negotiated contract(s), salary schedule, schedule/calendar.
    • Curriculum system and guides.
    • Crisis action plan.
    • District calendar.
    • District map (sites, boundaries, contact info).
    • Activity pass.
    • Key communication card (print and e-version contact info for all board members and administrators).
    • District directory of employees and volunteers.
    • Reimbursement form (and procedure).
    • CASB’s Leadership Workbook.
    • CASB calendar of learning events.
    • Online password for CASB website's "members only" areas
    • CASB acronym/ jargon list


    Start-up commitments to confirm/declare

    • Governing is the board's distinct leadership role.
    • Healthy/effective board work is a board/team/group effort.
    • The board listens and learns.
    • Focus on top priorities.
    • Respect others, constantly.
    • Desire to mature as a learner.
    • Clear pursuit of learning, improvement.
    • Accountability to shareholders.