CE Project Agreement for I-B-4 (001)

Create a new trustee orientation program

Word version of this agreement

Purpose: Each year new members are added to the library board. A new trustee orientation program provides background new members need to usefully participate in board decisions and work.

Core skill: I-B-4: organize and/or conduct an orientation program for new library board members.

Eligible participants: Library directors and trustees

Repeatable?: No

Learning component: Attend a CE event or read the following essays.

• Chapter 2 in Trustees and Librarians Working Together by Jim Swan.


• Frank Carlson Library Trustee Manual (CE Project I-B-4 (001) in CE Projects Collection)


• Port Library “trustee orientation” packet (CE Project I-B-4 (001) in CE Projects Collection)


• Belleville Library “trustee orientation” packet (CE Project I-B-4 (001) in CE Projects Collection)
  


• "Funding sources of Belleville Public Library" Word document


• Outline of "Plainville Memorial Library New Trustee Orientation" talk at tinyurl.com/4a9vt2


• Orientation of new trustees at tinyurl.com/2sqo73 (Wayback)
• “Responsibilities of library boards and directors” at tinyurl.com/2jlxb5 (Wayback)
• “Board organization” at tinyurl.com/yoc3hy (Wayback)


• “Library policies” at tinyurl.com/ystl92 (Wayback)
• “Effective board meetings” at tinyurl.com/2es5x9 (Wayback)


• “Budgeting issues for library trustees” at tinyurl.com/yq2l35 (Wayback)


• Kansas Statute 12-1225 at tinyurl.com/ys5jlg


• “Legal responsibilities of library boards” at tinyurl.com/2hasr6 (Wayback)


• Do you want help from a CKLS consultant?
  ___ No help needed.
  ___ Yes, modify project agreement
  ___ Yes, suggest other readings or learning
  ___ Yes, early preparation visit
  ___ Yes, one-on-one coaching through activity
  ___ Yes, other: _______________________________
  

Library work component:

1. Participants read learning materials identifying what information new board members need.


2. Copy or create documents that provide this information and place them in a three-ring binder.


3. Write an outline of what the librarian will tell new board members during orientation.


4. When new board members arrive in May give them a copy of the binder and use the outline to give an orientation to new trustees.


5. For credit, mail the following documents to the CKLS Head of Continuing Education.


• A table of contents of the documents in the new trustee packet or manual.


• Copies of the documents unique to your library.


• The outline of what the librarian tells new trustees.


• Filled CE Project Agreement Evaluation form. (Word document)