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How to induct a new governor or trustee effectively

A good induction will help new governors and trustees start governing effectively from the get-go. Understand what you need to do to prepare them for their role, and use our checklist to make sure you've done everything you need to.

Last reviewed on 13 March 2025
School types: All•School phases: All•Ref: 37147
Contents
  1. Set up a meeting with your new governor or trustee
  2. Make sure they have key documents
  3. Set them up on GovernorHub
  4. Assign them a mentor
  5. Help them prepare for their first board meeting
  6. Invite them to observe a committee
  7. Set them up with training
  8. Download our induction checklist
  9. Keep in touch

Set up a meeting with your new governor or trustee

If you're leading induction, arrange a meeting with the new governor/trustee, either virtually or face-to-face.

You don’t need to invite the headteacher or CEO to this meeting as they don’t need to be involved yet. This will also help the new governor/trustee understand that executive leaders aren't responsible for providing the leadership and direction of the board.  

During the initial meeting:

  • Present the vision for improvement and strategy for the future
  • Explain how the board and any committees and link roles function
    • If you're in a trust, include an explanation of your trust's governance structure
  • Outline your expectations of them in their role, including their conduct, commitment and contributions to the board

Try to provide relevant information and advice at a pace that will support your new governor or trustee rather than overwhelm them. Take a look at our governor and trustee pack, which you can adapt and