Trustee Training Manual for Project Union Forever
Date: 01/12/2025
Welcome to the Trustee Training Manual for Project Union Forever. As a Trustee, you play a vital role in ensuring the success and integrity of the Organization. This manual is designed to provide you with the tools, knowledge, and guidelines necessary to fulfill your responsibilities effectively.
Project Union Forever is a non-profit initiative dedicated to empowering citizens, supporting labor unions, and fostering collaboration among pro-American non-profits. Through innovative platforms, we aim to amplify voices, challenge systemic inequities, and promote democracy and equity.
•.Uphold the mission and values of Project Union Forever.
•.Provide strategic oversight and guidance.
•.Ensure the financial health and sustainability of the Organization.
•.Monitor the effectiveness of programs and initiatives.
•.Act as ambassadors, promoting the Organization’s goals to external stakeholders.
•.Duty of Care: Make informed and prudent decisions on behalf of the Organization.
•.Duty of Loyalty: Prioritize the interests of the Organization above personal or professional interests.
•.Duty of Obedience: Ensure compliance with the Organization’s mission, bylaws, and applicable laws.
•.Approve budgets and financial plans.
•.Review financial reports and audits.
•.Ensure proper allocation and use of resources.
•.The Board serves as the governing body of Project Union Forever.
•.It consists of [Insert Number] members from diverse sectors.
Trustees may be assigned to committees, including but not limited to:
1.Finance Committee: Oversees financial planning, budgeting, and audits.
2.Program Committee: Monitors the effectiveness of initiatives and platforms.
3.Fundraising Committee: Develops and implements fundraising strategies.
4.Governance Committee: Ensures compliance with bylaws and legal obligations.
New Trustees will receive:
•.A comprehensive overview of the Organization’s mission, history, and goals.
•.Access to key documents, including the bylaws, Declaration of Trust, and strategic plan.
•.Introductions to staff, fellow Trustees, and key partners.
1.Governance best practices.
2.Financial oversight and reporting.
3.Understanding the Organization’s platforms and programs.
4.Effective advocacy and communication.
Each new Trustee will be paired with a mentor from the Board to provide guidance and answer questions during the first six months of service.
•.The Board shall meet at least quarterly, with additional special meetings as needed.
•.Committee meetings are held as required to support their objectives.
•.Review meeting materials in advance.
•.Actively participate in discussions and decision-making.
•.Ensure attendance at all Board and committee meetings.
•.Decisions are made by majority vote unless otherwise specified.
•.Trustees are expected to voice concerns or disagreements respectfully.
•.Trustees review and approve the annual budget, ensuring alignment with strategic priorities.
•.Quarterly financial reports are presented to the Board.
•.An independent audit is conducted annually.
•.Participate in fundraising campaigns and events.
•.Leverage personal and professional networks to secure support.
•.Act with integrity and respect in all interactions.
•.Avoid conflicts of interest and disclose potential issues promptly.
•.Maintain confidentiality regarding sensitive information discussed in meetings or related to the Organization.
•.Commit to fulfilling all responsibilities outlined in this manual.
•.Address issues of non-compliance or misconduct promptly and appropriately.
•.Trustees will participate in an annual self-assessment to evaluate their contributions and identify areas for growth.
•.The Board will conduct periodic evaluations to assess its overall effectiveness and address any gaps.
•.Key Documents: Bylaws, Declaration of Trust, and Strategic Plan.
•.Staff Contacts: List of key staff and their responsibilities.
•.Training Materials: Articles, webinars, and workshops on governance and leadership.
•.Digital Platforms: Access to the Organization’s platforms and tools for familiarization.
By signing below, I acknowledge that I have read and understood this Trustee Training Manual and commit to fulfilling my duties as a Trustee of Project Union Forever.
Name: ___________________________
Signature: ________________________
Date: ____________________________
Thank you for your dedication and commitment to Project Union Forever. Together, we can create a more equitable, empowered, and democratic future.