Board Member Tracking

Hello!

I was hoping to hear your feedback regarding the different ways that your organization(s) track board member terms and hear what has worked best from your experiences. 

1. Do you use a constituency to do this?

2. Do you create a membership in the membership tab for the duration of their term?

3. How do you track your board members in Tess?

Thank you!

V

Parents
  • Hi Vanessa,

    We use an Affiliation - we used to use Constituency (because of the start and end dates) but we had a previous board member return for another term.  It is not possible for a person to have two Constituency records of the same type (regardless of the date ranges involved) but a person can have two Affiliations of the same type to the same organisation.

    Martin

Reply
  • Hi Vanessa,

    We use an Affiliation - we used to use Constituency (because of the start and end dates) but we had a previous board member return for another term.  It is not possible for a person to have two Constituency records of the same type (regardless of the date ranges involved) but a person can have two Affiliations of the same type to the same organisation.

    Martin

Children