Trustee Toolkit

AHA Trustee Services has created many trustee toolkit resources to help you improve your board and governance practices. Use the Type filter below to see specific types of Trustee Tools.

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A successful governance education process requires commitment, collaboration and consensus. This resource serves as an outline of how a board of trustees may design a process that will ensure optimum development of leadership knowledge and effectiveness.
To maintain the momentum of continuous governance improvement, many "best practices" boards institute regular mini-evaluations of board meetings. Here, each board meeting concludes with every board member anonymously completing a brief evaluation form of how the board planned for and used its time during the meeting.
Effective decision making often requires different techniques or approaches for different types of decisions. The following techniques and practices can help support and strengthen your board’s decision-making processes.
The organization’s most important stakeholders have been identified/specified. A descriptive/analytic profile has been prepared for each key stakeholder. The interests (needs/wants, expectations and organizational success criteria) of each stakeholder have been documented.
A physician compact outlines the organization's and physician's responsibilities. Reprinted with permission from Virginia Mason Medical Center.
Board and Committee Composition and Succession Planning...
This diagnostic is designed to help boards and organization leaders identify challenges that may be impeding efforts to improve quality. Developed by Jim Conway, this resource draws on 20 years of personal governance experience as well as learning from the literature and the shared experience of trustees, executives, patients, family members, staff, teachers, and students.
Organizations pursuing Baldrige recognition must demonstrate how they carry out their governance in eight areas of responsibility.
The following is intended to be an example that boards may adapt to meet their individual chief executive officer (CEO) evaluation needs.
Hospital and health system boards and leadership can advance their understanding of population health and how population health management fits into organizational priorities by considering the following questions.
Boards that want to improve their approach to conflicts of interest and independence management do the following...
Scorecards aren’t going away: consumers want help distinguishing one hospital from another, and these reports offer the promise of synthesizing complex information for worried patients.
Hospital and health system boards and leadership can advance their understanding of telehealth and how it fits into organizational priorities by considering the following questions.
This Conflicts of Interest and Documentation Policy (“Policy”) applies to all directors and officers of ....
How well boards govern is influenced by a number of factors, among them, the knowledge and skills board members bring to their work.
A Board Orientation Manual reinforces information provided during orientation seminars. Consider these items in custom-designing an orientation manual for your board.
All new board members should participate in an orientation process shortly after election to the board. To design your board’s orientation process, consider these best practices.
Be sure every member fully understands his or her accountability, responsibilities and the expectations of the office, and document it all in a written position description...
Overall Roles and Responsibilities -The Governance Committee provides for the board’s effectiveness and continuing development.