# Welcome new board members with a ready orientation packet

> New members walk into their first meeting already knowing the jargon, the money and the open decisions.

Attach your bylaws, recent minutes and budget summary. You get an orientation packet for new board members: who's who, how meetings run, the money, open decisions and a first 90 days checklist.

- Page: https://thesolocreators.com/prompts/new-board-member-orientation-packet/
- Category: Upgrade your everyday
- Made for: Everyone, Small business owners
- Works in: Claude, ChatGPT, Gemini
- Time: About 15 minutes
- Effort: Just copy and paste
- Note: Nonprofits on Claude Team or Enterprise also get the Claude for Nonprofits plugin, with board skills, at no extra cost.
- Published: 2026-11-03

## How do I make an onboarding packet for new nonprofit board members?

Attach your bylaws, recent minutes and a budget summary to an AI chat and ask for an orientation packet with set sections. Claude, ChatGPT and Gemini all handle the prompt below. As of November 2026, nonprofits on Claude Team and Enterprise plans also get the Claude for Nonprofits plugin, which includes skills for board work like orientation packets. For a small volunteer club, the prompt and three files are enough.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
I'm welcoming [HOW MANY, e.g. 3] new board members to [YOUR ORGANIZATION, e.g. our community garden club]. Using the files I attached (bylaws, recent minutes and budget summary), build a friendly orientation packet with these sections. 1. What we do and who we serve, in five sentences. 2. Who's who: officers, committees and who to ask about what. 3. How meetings work: schedule, quorum, how votes happen and how to add an agenda item. 4. Our money in plain words: where it comes from, where it goes and anything unusual this year. 5. Decisions still open from recent minutes. 6. A glossary of the terms and acronyms we use. 7. A first 90 days checklist for a new member. Give the bylaws section number whenever you cite a rule. If something isn't in the files, say so instead of guessing. Keep it under [PAGE LIMIT, e.g. 6 pages].
```

## Step by step

1. Gather your bylaws, last three meeting minutes and a one-page budget summary
2. Open Claude and attach those files
3. Paste the prompt below and fill in the details
4. Copy the packet into a doc and send it before the first meeting

## What you'll get

A short orientation packet with seven sections, bylaws references, a glossary and a 90-day checklist, built only from your own files.

## Good to know

**How do I make an onboarding packet for new nonprofit board members?** Attach your bylaws, recent minutes and a budget summary to an AI chat and ask for an orientation packet with set sections. Claude, ChatGPT and Gemini all handle the prompt below. As of November 2026, nonprofits on Claude Team and Enterprise plans also get the Claude for Nonprofits plugin, which includes skills for board work like orientation packets. For a small volunteer club, the prompt and three files are enough.

**Which AI tools does this work in?** It works in Claude, ChatGPT and Gemini. On this page, Claude and ChatGPT open with your prompt already typed in. Nonprofits on Claude Team or Enterprise also get the Claude for Nonprofits plugin, with board skills, at no extra cost.

**How long does it take?** About 15 minutes. It's rated "Just copy and paste". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 3 blanks: how many, your organization and page limit. You can skip any, and your AI will ask for them.

**What will I get back?** A short orientation packet with seven sections, bylaws references, a glossary and a 90-day checklist, built only from your own files.

Idea spotted on the official docs, shared by Anthropic: https://claude.com/resources/articles/expanding-claude-for-nonprofits. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: TLDR (Your AI stops writing walls of text: every reply leads with the next action, numbered and skimmable); Second Brain (Give your AI a memory it reads across every project, so it finally knows your business).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.