board training videos

New Resource All a-Board! The Purpose, People, and Process of CAA Boards

Free Video Series!

CAPLAW has updated its popular video series, All a-Board! The Purpose, People, and Process of CAA Boards, with three new videos. These 5-11 minute animated shorts help boost the capacity of community action agency (CAA) boards to recruit, engage, and fulfill their responsibilities.

Whether you’re a new CAA board member eager to orient yourself to the work of community action, an existing board member looking for clarity on your role and responsibilities, or a board chair planning to facilitate a training at the next board meeting, the All a-Board! series can serve as a starting point or a refresher. As standalone resources, the videos offer frameworks and hypotheticals based on real-life board situations to help directors understand key aspects of CAA board service. They also complement CAPLAW’s existing resources, highlighting important issues that board members can learn more about in our other publications.

These brief videos can be viewed by board members on their own at each board member’s convenience, or as a group as part of a full board training or series of short board trainings at the beginning of each board meeting. However they’re consumed, CAAs may use these videos to help meet CSBG Organizational Standards 5.7 and 5.8, which call upon organizations to conduct board orientations and ongoing board trainings.

The initial three videos offer an overview of why CAA tripartite boards exist, the reasons people serve, and how effective boards operate. The 2020 series dives deeper, exploring fiduciary duties, strategies for keeping board members engaged, and how to make the most out of the board's time together. The new 2021 series covers board terms and term limits, the duty of care, and the roles and responsibilities of a CAA board chair. The videos also review specific legal and governance issues that impact CAA boards, and present practical guidance to help board members navigate board service.


Board Series Webinar Introduction

This webinar discusses the intended audience of the videos, their role within an overall board training strategy, and how to use the videos effectively.

Presented on: October 29, 2019
Presented by: CAPLAW Attorneys

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1. Purpose: Why Are You Here?

Explore the reasons why people become CAA board members, including what it means to be a board member who is Capable, Accountable, Representative, and Engaged (C.A.R.E) in the context of community action.

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2. People: How Do You Get the Right People on the Board?

Learn how to effectively identify and recruit engaged, active individuals to serve as CAA board members – it’s all in the N.A.M.E. It’s about the board’s Needs, a potential board member’s Attributes, the organization’s Mission, and communicating Expectations.

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3. Process: Who Says What Goes?

Tonya is a new CAA board member who has just received a whistleblower complaint from a CAA employee. Follow her journey as she discovers the key aspects of a CAA’s board operations—how the board communicates and makes decisions, the board’s role in developing organizational policies, and the framework governing board actions.

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4. Purpose: In Boards We Trust

Understand the great responsibility of being a board member through the lens of the duty of loyalty: each board member's obligation to place the interests of the CAA before their personal interests. Learn how to identify and address conflicts of interest, whether they be good, bad, or ugly.

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5. People: Staying a-Board: 5 Ways to Engage and Retain CAA Board Members

Join late-night talk show host Carlton Caplaw and renowned band leader Carmen Alto as they discuss five practices that CAPLAW has found to be the hallmarks of engaged and committed boards: educating board members, communicating openly, requiring participation, continually enforcing policies, and making it fun.

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6. Process: The CAA Board Meeting Ecosystem

Discover the wonder of the CAA board meeting ecosystem and how board members navigate survival in a world of compliance and governance responsibilities. Follow one group's use of a consent agenda to save time and resources at a board meeting, and allow for in-depth analysis and discussion of important issues, such as strategic planning and development priorities.

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New Resource 7. Purpose: Duty of Care

This video investigates the fiduciary duty of care that CAA board members owe to the organization they serve. It identifies the source of the obligation for public and private CAAs and provides examples of how board members can fulfill that obligation. It also highlights the importance of written minutes and discusses how board committees can help the board meet its duty of care in an efficient, effective way.

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New Resource 8. People: The Roles and Responsibilities of a CAA Board Chair

This video examines the roles and responsibilities of a CAA board chair. It highlights the vital leadership the board chair provides to the board and emphasizes the importance of the chair/executive director relationship to a vibrant, healthy organization. Join us again in the studio as late-night talk show host Carlton Caplaw and renowned band leader Carmen Alto speak with City CAA Board Chair Lou Rocker about his experiences.

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New Resource 9. Process: The CAA Board Meeting Ecosystem

Like pruning a plant to encourage growth and fruitfulness, a CAA board of directors can implement requirements to facilitate turnover and help keep itself fresh and energized. Establishing terms for board service and a limit on the number of terms a board member may serve are two such requirements. Join us as we turn again to the world of nature to discuss how board member terms and term limits have served a particular CAA’s board. Observe the board’s reasons for implementing terms and term limits, relevant sources of law and guidance, and how the transition works practically.

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