Induction and post recruitment review

 Poor induction is one of the most cited reasons for individuals stepping down prematurely. New trustees need to feel welcomed and informed.


Giving trustees time to learn about the organisation and key information will help them become an effective member of the board more quickly.

Supporting a new trustee

Consider offering the new trustee a ‘buddy’ – an existing board member who can mentor them through the first few months.

They should also be given an information pack of key documents containing:

  • the governing documents
  • your strategy
  • latest annual report and accounts
  • a calendar of board and committee meetings
  • minutes of previous year’s board meetings
  • a list of current trustees plus short biographies
  • organisational structure and senior staff biographies
  • background history of the organisation
  • up-to-date organisational strategy/operating plans
  • policy documents including:
    • expenses policy
    • conflict of interest declaration
    • volunteering policy
  • summary of funding and projects
  • outline of main relationships with other organisations
  • information about trustee training and development
  • useful resources such as The Code of Good Governance and The Essential Trustee.

It’s also useful to include examples of your marketing literature, business cards and any publications you have issued recently.


After the appointment, review your recruitment process. What worked well and what could have worked better? What will you change next time? 

After three to six months you should also review how your new trustee is settling into their role and how well the new board is working. Ask your new trustee for feedback on the induction process and whether they feel this is this right role for them. Then evaluate if there are changes that are needed on the board overall, and whether the skills and experience of each trustee are being used effectively.

More in this guide

Recruiting and retaining trustees

Every charity can build a strong board if it invests time and effort in recruitment and retention.This guide will take you through the process step by step.

Preparing for trustee recruitment

Follow these steps to prepare for trustee recruitment: includes guidance on skills audit and model role descriptions.

The recruitment process

How to recruit trustees: listing your vacancy, references and interview questions.

How to complete a skills audit

A complete guide to a charity board of trustees skills audit: including when and how to do one, and a skills audit template.

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