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Misconduct

Board Handbook 9. Fiduciary and Legal Responsibilities

We believe it is important to speak openly about misconduct. Board members should review the misconduct archives to understand our history with misconduct.   Watch this video (15:24) about why we speak openly about misconduct.

Appendix A: Glossary of Terms

Board Handbook

Appendix A: Glossary of Terms

Board Handbook Appendix A: Glossary of Terms

Abstention - voluntarily refraining from voting on a motion, often due to conflict of interest    Ad Hoc Committee - a temporary committee or task force that assists the Board with data gathering that supports and informs Board discussions and decisions  Affir...

Appendix B: HOW TO EMBRACE BOARD LEADERSHIP

Board Handbook

Appendix B: HOW TO EMBRACE BOARD LEADERSHIP

Board Handbook Appendix B: HOW TO EMBRACE BOARD LEADER...

1. Serve the long-term mission of the congregation - become comfortable with being uncomfortable in its pursuit. What does and can Foothills do out in the world that no one else does?   2. Model direct communication, a cornerstone of being in right relationshi...

Appendix C: Digital Platforms

Board Handbook

 

Basecamp

Board Handbook Appendix C: Digital Platforms

The Board uses Basecamp Project Management software as its primary communication tool. .  When you join the Board, you will be added to the Foothills Unitarian Board of Trustees workspace.   Here are tutorials to learn more about navigating Basecamp.

Google Drive and Google Workspace

Board Handbook Appendix C: Digital Platforms

The Board uses Google Drive and its work products.  New members will be supported as they familiarize themselves in using these tools to carry out their Board duties.   Here are Google Drive tutorials for additional guidance:  How to use Google Drive

Appendix D: Board Transition Procedures

Board Handbook

New/Departing Board Member Updates

Board Handbook Appendix D: Board Transition Procedures

Nominated Board members submit bios and photos to staff in charge for inclusion in the Congregational Meeting packet (early May)  Update Website, Church Center Online and any building signage/displays   Update Board email address. Update Bank signer (with Boa...

Training and Orientation

Board Handbook Appendix D: Board Transition Procedures

New Board members are invited to Board Orientation and year-end Board meetings (optional)   Update Board  Handbook  Review Board Handbook and Basecamp with incoming members  All Board members disclose any potential conflicts of interest (Appendix E) an...

Board Orientation

Board Handbook Appendix D: Board Transition Procedures

Board as Fiduciary Role of Ministry and relationship to the Board Defining Means and Ends  Church organizational structure Overview of Policy-based Governance and resources to learn more Policy Board roles and committees Church Values, Mission ...

Transitional Meetings

Board Handbook Appendix D: Board Transition Procedures

June Board Meeting  Potluck dinner  Reflections from outgoing members  Board monitoring Finalize calendar for July - September including Board Retreat  Review annual meeting  July Board Meeting  New member introductions Select new officers and ...

Appendix E: Board Covenant - 2025-2026

Board Handbook

Board Covenant

Board Handbook Appendix E: Board Covenant - 2025-2026

Value each other’s time by: Reading and considering Hub documents prior to the meeting Following the Agenda  Starting and ending the meeting on time Being present and involved Respect each other’s learning and communication styles by: Asking for more time t...

Appendix F: Board Goals - 2025-2026

Board Handbook

Board Goals

Board Handbook Appendix F: Board Goals - 2025-2026

The Board of Trustees of Foothills Unitarian Church has four main responsibilities: To articulate our mission, vision, and values To govern through policy To monitor those policies to ensure compliance To link with all of our sources of accountability ...

Appendix G: Conflict of Interest Disclosure Form

Board Handbook