President
Board Transition
General Transition To-Do's:
Utilize the sample Chapter Annual Checklist to help manage chapter to-dos.
- Send the new board list to chapters@himss.org ensuring all email addresses are current and working.
- This will confirm access of all board members to the CLRA
- This will provide access to monthly reports
- Pass down all usernames and passwords to relevant officers
- The President's email password | Reset Password Guide
- The Chapter Info email password
- Update all forwards from these inboxes | View How to guide
- Determine if any additional email addresses are needed
- Each additional email address costs $15 per year
- Notify your chapter manager the name of the email address you are requesting
- Contact chapters@himss.org to update the Board group email list
- This is at no cost to the chapter
- Add updated Board and Chapter documents to Engage (or other document repository)
- Review website and social media sites to ensure everything is up to date, including new board members information
- Board Transition recording
- New volunteer recruitment
- Onboarding process
- Annual board retreat best practices
Board Retreat Leadership Resources
HIMSS highly encourages chapters to host an annual Strategic Chapter Board Retreat. Board Retreats are different than Board Meetings and should be focused on strategic planning and team building. Below find tools and resources to help your chapter prepare for a successful new year.
- Board Retreat Presentation Template
- Strategic Planning Worksheet
- New board members can view previous trainings on the CLRA > Events and Education > Webinar Recordings> Governance
Personality Assessments
Additional Resources