Responsibilities of all Trustees
• Serve in an advisory capacity, working closely with staff.
• Set the strategic direction for Institute by establishing and updating standard operating procedures and policies.
• Participate in Institute activities throughout the year through meetings and email communications.
– Attend two board meetings per year – one in-person during the Fall Board Meeting and one virtually in February.
• Support the program by sending an executive from your organization and/or mentoring an executive from another organization.
• Champion DE&I efforts of increasing representation by proactively reaching out to national, local, and/or regional diversity representative organizations to build relationships and increase program awareness.
• Recruit new attendees by promoting Institute to circles of influence through various mediums, i.e. state conferences, social media, personal testimonials, etc.
• Support the program financially by donating directly to the scholarship fund through online fundraising efforts.
• Provide recommendations to Institute staff for program improvement in the areas of logistics, curriculum, and faculty.
• Facilitate year-round industry consultations, as appropriate.
• Take off “site hat” when acting on behalf of the trustees, recognizing the program on a national level.
• Attend any of the four Institute sites and engage in the following ways*:
– Lead a lunch roundtable discussion.
– Facilitate at least one industry consultation on-site, following up post-site as appropriate.
– Audit a class in area of expertise.
– Attend Graduation, if possible.
*Trustees are strongly encouraged to participate and to choose a site they have not previously attended in an effort to gain better understanding of the overall program and build stronger relationships. This can also help in identifying a pipeline for future leadership roles.
Marketing and Recruitment (Additional Responsibilities)
• Distribute Institute collateral such as planners, flyers, and other materials to state and local conference attendees.
• Focus on first-year promotion and recruitment:
– Reach out to organizations with which you have connections.
– Identify areas of opportunity and help build prospect database: associations outside of the DMV area; states with more limited attendance; general nonprofits outside of chambers or associations; and Accredited chambers not recently attended.
– Reach out to identified prospects and build ongoing relationship.
– Share resources, such as the All You Need to Know and IOM Content & Curriculum flyers, highlighting ways to engage off-site (webinars, podcast, blog, year-round industry consultations, etc.).
• Work closely with staff to share feedback, including barriers to entry.
The Board of Trustees Responsibilities text is available here as a PDF for more efficient printing.