Capacity Canada
30 Things to Ask Before Joining a Board
Capacity Canada’s MatchBoard program helps to connect business leaders with community by matching them to nonprofit boards across the country. Our MatchBoard team has put together a list of 30 things prospective board volunteers should ask before joining. Joining a nonprofit board can be deeply meaningful — but it can also be frustrating or overwhelming when expectations are unclear. Asking the right questions before you join helps protect both you and the organization, and sets the foundation for effective governance.
Board Composition & SkillsAsking these questions may help you understand the role you’d be expected to play on the board and what expertise or perspectives you might bring that are missing. Your lived experience can be an important perspective.
1. How many people are on the board currently? What is the ideal number of directors?
2. How long are board terms? Are they renewable? If renewable, how many terms may a director serve?
3. Does the board have a skills/abilities/competencies matrix? What specific skills or perspectives is the board seeking currently?
4. What are the officer positions (president, secretary, treasurer, etc.)?
Board MeetingsSome boards meet monthly, others bi-monthly, others quarterly. Asking these questions will help you understand your time commitment and availability.
5. How many meetings are held each year?
6. Is there a set day and time for meetings?
7. Are meetings in person, virtual, or hybrid?
Board CommitteesNot all boards have committees. Those that do often have a requirement that board members sit on one. This may affect your time commitment.
8. What committees does the board have?
9. Are directors required to be on board committees?
Board Operations & GovernanceThere are boards that are strictly governance, boards that are highly operational, and everything in between. You will want to understand what kind of organization you’re connecting with. Are they expecting you to be strategic thinkers, fold chairs after events, or something in between?
10. How would you describe the board’s governance model? Operational? Policy? Other?
11. How many hours a month (or year) are typically volunteered by directors?
12. Are there currently any significant campaigns or initiatives directly involving directors?
Board Culture & PrioritiesLearning about how the board operates together, how decisions are made, and the board’s current priorities will help you understand whether the organization is a good culture fit for you.
13. How would you describe the culture of the board? How do directors work together?
14. What are the current priorities of the board? Is there anything keeping you up at night?
15. How would you describe the board’s relationship with the CEO?
Onboarding & DevelopmentThe most successful boards will generally have a set onboarding or orientation process so that all new board members understand exactly what’s expected of them. Additional professional development opportunities may be available as well.
16. What would the onboarding process be should I join the board?
17. Are there opportunities for board education and development?
18. Does the board assess its own performance?
FundraisingAll boards have at least some responsibility for fundraising. You’ll want to understand whether there is an expectation that you help to identify new donors or become a donor yourself. While many organizations expect 100% board participation in giving, this can take different forms depending on individual circumstances.
19. Is there a set amount that directors are expected to donate?
20. How do directors support fundraising generally?
21. Are directors expected to purchase tickets for fundraising events and attend?
Financial & OperationsBoard members have a responsibility to oversee the use of funds to best deliver on an organization’s mission. Even a policy board needs to understand something of the day-to-day operations and financial management of the organization so they can do provide strong oversight.
22. What is the current operating budget? How is it funded? Is there a deficit?
23. How has the budget changed over the past three years?
24. How many staff? How many volunteers?
25. Do you anticipate any major operational changes in the next year or two?
26. Does the organization have Directors & Officers (D&O) Liability Insurance?
Strategic Direction & PlanningMost nonprofits will have a three- to five-year strategic plan that guides the organization. Strategic foresight is one of the board’s duties. You’ll want to know what the current strategic priorities are, and when the next plan might need to be developed.
27. When did the board last discuss the organization’s strategic direction?
28. Does the CEO have a strategic/operational/ business plan in place? When was it last reviewed or revised?
Succession PlanningHolding an ED/CEO accountable is one of the board’s most important jobs. You’ll want to know whether a leadership shift is on the horizon. In addition, finding out whether the board has a succession plan for its officer roles will help you understand how much foresight the board has.
29. Do you anticipate any major leadership changes (board or staff) in the next year or two?
30. Has the board identified its next chair?
A Final ThoughtJoining a nonprofit board is a significant commitment. Board members carry legal responsibilities, influence strategic direction, and help steward an organization’s mission — often in complex and resource‑constrained environments.
Asking thoughtful questions before you join isn’t about being demanding. It’s about being intentional — for your own wellbeing and for the health of the organization. Strong boards are built when expectations are clear, support is available, and learning is ongoing. These questions are one way to begin that conversation.
Written By:
Dianne Fehr, Executive in Residence, Capacity Canada
Email: dianne@capacitycanada.ca
♦Dianne is a values-driven leader who has worked in the social impact sector since 2000. Her knowledge and skills in board governance and development, and hands-on experience in strategic planning, risk management, project management, and organizational development, has been gained through executive director and board director roles.
Most recently, Dianne acted as executive director for a Canadian charity delivering their mission internationally. Prior to that, she was executive director for one of Canada’s largest microloan charities. Earlier roles in the social impact sector include fund development, marketing and communications; corporate sector roles were in the areas of marketing, public affairs and communications.
Based in Calgary, Dianne’s insights and experiences as executive director have helped her make a strong contribution to the various nonprofit boards on which she has volunteered, and to the social impact organizations with which she has worked.
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