First 90 Days (New Member, New Team)

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
  • 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
  • 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.

For a supportive conversation, contact Randy Black or Brittany Crossman, 800-530-8430, 303-832-1000.