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Board Member Information Form Template

Streamline Your Board Selection Process with Our Template

Finding the right board members can feel overwhelming when you need to gather essential information quickly and efficiently. This Board Member Information Form Template is designed to help nonprofits like yours simplify the collection of vital details from prospective board members. With this template, you can ensure a smooth onboarding process, keep track of qualifications and interests, maintain organized records, and make informed decisions for your organization. Start using the live template to enhance your board recruitment today.

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Full legal name
Preferred name
Email address
Mobile phone
Mailing address
Time zone
Pronouns
She/her
He/him
They/them
Use my name
Prefer to self-describe
Prefer not to say
Current employer or organization
Job title or role
LinkedIn profile URL
Short professional bio
Board role
Please Specify:
Term length
1 year
2 years
3 years
Other/Varies
Term start date
Term end date
Are you representing any organization in this role?
Yes
No
If representing an organization, please name it
If you selected Other for committees, please specify
Committee interests or assignments (select all that apply)
Please Specify:
Areas of expertise you bring to the board (select up to 5)
Please Specify:
Languages spoken
Are you willing to mentor new board members?
Yes
No
Preferred meeting times (select all that apply)
Weekdays business hours
Weekday early mornings
Weekday evenings
Saturday mornings
Saturday afternoons
Sunday
Varies/Depends
Not applicable
Preferred meeting format
In person
Virtual
Hybrid
No preference
Scheduling notes or constraints we should consider
Preferred communication method
Email
Phone call
Text message
Messaging app
No preference
I agree to follow the organization's code of conduct while serving on the board
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Do you have any potential conflicts of interest to disclose?
Yes
No
Please describe any actual or potential conflicts
Do you have close family or financial relationships with current staff, board members, or vendors?
Yes
No
If yes, please describe the relationship(s)
Are you willing to complete a background check if required by policy?
Yes
No
Link to a headshot photo (URL)
Name pronunciation (phonetic)
Consent for public listing on our website and publications
Publish my name and board role only
Publish my name, role, and photo
Publish my name, role, photo, and biography
Do not publish my information
Emergency contact full name
Emergency contact phone
Alternate phone
Relationship to you
Spouse/Partner
Parent/Guardian
Sibling
Relative
Friend
Colleague
Other
Please Specify:
Age band
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Gender identity
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
If you prefer to self-describe your gender, please specify
Race/ethnicity (select all that apply)
Please share any accessibility, dietary, or other accommodations we should be aware of
Type your full name as signature
Signature date
I certify that the information provided is accurate to the best of my knowledge
Yes
No
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Paper art illustration featuring a board member information form in a creative design for FormCreatorAI article

When to use this form

Use this template when you need a reliable record of who serves on your board, how to reach them, and what they bring. It helps nonprofits onboarding new directors, startups formalizing an advisory board, school boosters, and HOAs refreshing rosters before an annual meeting. Capture legal names, roles, terms, skills, committee interests, and emergency contacts in one place, then export an up-to-date list for minutes, filings, or your website. During recruitment, pair it with the Board of directors application form to keep candidate data consistent, or invite prospects to a Self nomination form to streamline interest intake. The result is a current, searchable directory that speeds onboarding, scheduling, and compliance.

Must Ask Board Member Information Questions

  1. What is your full legal name, preferred name, and pronouns?

    This ensures accurate records, respectful communication, and clean reporting. It also prevents duplicate entries across rosters and regulatory filings.

  2. What is your primary email, phone number, and mailing address?

    You need reliable ways to reach members for meetings, urgent votes, and official notices. A mailing address supports legal correspondence and donor acknowledgments if needed.

  3. What prior board experience or governance training do you have?

    This reveals readiness for fiduciary duties and helps you tailor orientation. For elected seats, match answers to your Officer nomination form to verify eligibility and role fit.

  4. Which skills and committees interest you, and how many hours per month can you commit?

    Skills and interests guide committee assignments that advance your strategic goals. Time estimates improve capacity planning, quorum confidence, and calendar scheduling.

  5. Do you have any current employers, affiliations, or financial interests that could be a conflict?

    Clear disclosures protect your organization and maintain public trust. They also inform recusals and ensure accurate board minutes and compliance records.

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