Board Orientation Toolkit

Chapter Board Member Orientation

1.  Sample Board Orientation Agendas

• Sample Board Retreat Agenda
• Sample New Board Member Orientation Agenda

2.  Organizational Structure

• Sample Committee Descriptions
• Chapter Organizational Chart
• Board Roster Template
• Board Expectation Policy
• Sample Chapter Goals

3.  AFP Global and Chapter Connection

• AFP Organizational Chart
• AFP Vision, Mission and Guiding Principles
• Key AFP Global Contacts
• 2021-2023 AFP Strategic Plan Overview
• 2021-2023 AFP Strategic Plan
• Policy & Advocacy
• Chapter Ten Star/Ten Star Gold Awards Program
• Chapter IDEA Champion (formerly Friends of Diversity) Program

4.  Board Schedules

• Sample Education Calendar Template
• Sample Board and Executive Committee Meeting Schedules
  
   

5.  Strategic Plan/Framework

• Chapters should review their strategic plan and framework with the board members.
  
   

6.  Chapter Financial Statements

• Sample Statement of Financial Position: Balance Sheet
• Sample Statement of Activities: Profit/Loss
• Sample Statement of Cash Flows
  
   

7.  AFP Global Resources

• Visit the Tools & Resources Tab
• Code of Ethics
• Donor Bill of Rights
• President's Perspective Blog
  
   

8.  AFP Foundation

• Giving Levels and Descriptions

Visit the AFP Foundation for the latest information on: 

• Be The Cause Campaign
• Chapter Impact Campaign