Onboarding

Director onboarding content and welcome materials.

Welcome to the Board

This onboarding section helps new directors get up to speed quickly. Complete the checklist below within your first 30 days to ensure you have everything you need to fulfill your fiduciary duties.

Portal tutorial & getting started guide

New director checklist

Complete these steps within your first 30 days

  1. Review welcome packet and bylawsRead the board orientation materials, bylaws, and committee charters. Download the packet for offline reference.
  2. Complete conflict-of-interest disclosureSubmit your annual COI disclosure. This is legally required and must be completed before participating in votes.
  3. Acknowledge board policiesReview and acknowledge the whistleblower policy, confidentiality agreement, and other governance policies.
  4. Explore the portal and bookmark key sectionsFamiliarize yourself with meetings, documents, voting, and AI research tools. The Feature Guide explains what each section is for.
  5. Visit your committee roomsIf you are assigned to committees, visit each committee room to review charters and upcoming meetings.
  6. Attend your first board meetingParticipate in your first board meeting. Review the packet materials at least 48 hours in advance.

Important note

Identity provisioning

The Executive Cockpit does NOT create user accounts or assign roles. Your identity and access were provisioned through SYSOP before you received portal access.

  • User accounts are managed in MAYDAY (authentication)
  • Board roles are governed by LEDGER (canonical source)
  • Portal access reflects read-only governance records
  • Contact your admin for any access issues

Committee orientation

Your committee assignments

  • Executive Committee
    Governance coordination, interim decision-making between full board meetings, CEO oversight, and strategic direction
    Open committee room
  • Finance, Audit & Risk Committee
    Financial oversight, annual audit coordination, investment policy review, risk management, and budget monitoring
    Open committee room
  • Governance & Nominating Committee
    Board development, member recruitment, bylaws review, board self-assessment, and succession planning
    Open committee room
  • Development & Strategic Partnerships Committee
    Fundraising strategy, donor cultivation, corporate partnerships, grant pipeline oversight, and community engagement
    Open committee room