Personal Series  ·  Catalogue No. 03

The Induction Request Schedule

The induction pack that arrives is generic and your first meeting is close: send the company secretary the list that builds your induction around the view you were appointed to bring.

Scope. About 5-page working document: core request list, tailoring prompts, reading-order note and a covering message. Governance toolkit: practitioner-designed, for use in your context.

Situation · Onboarding a new director Role · New NED Role · Aspiring NED Role · Company secretary / governance professional Topic · Individual director development

The induction pack arrives — whatever the company secretary had to hand. It's accurate enough, and generic: assembled for "a new director," with nothing built around the specific view you were appointed to bring. Nobody asked what you'd need to read to have a real opinion by your first meeting. You can change that in a single email — if you know what to request, and in what order.

What this is

An induction you direct yourself

A ready-to-send list a newly appointed director gives the company secretary in the first week, turning induction from something done to you into something you direct. Small and front-loaded: it does its whole job before Meeting One, then hands you on to the fuller work of the Operating Plan.

A focused companion to The First-Year Operating Plan.

Use it in your first week: adapt the Core Request List, add your Tailored Layer, and send it under the covering message.

What's inside

Four parts, one email

  • The Core Request List — the standing set every new director should ask for, each with a one-line reason
  • The Tailored Layer — a method for adding the items your particular expertise needs
  • The Sequencing Note — what to read before the company's papers, and what to read after
  • The Covering Message — a template that asks for it all without reading as demanding
When to use it

In your first week

The first week after appointment — ideally before the induction pack is finalised, so your requests shape it.
Who it's for

Built for the newly appointed director

Written for the newly appointed director who wants to arrive at Meeting One oriented. It also suits anyone whose induction is being assembled generically, and the director who owns The First-Year Operating Plan and wants the front-end induction piece done thoroughly.

What you'll be able to do

An induction built around you

You'll direct your own induction, arrive having read the right things in the right order, and form an independent view before the company's framing reaches you.

This toolkit is built from Governance Notes by Paul Halpin, Edition 4 (Your First Year as a Board Director Is Four Meetings). The newsletter supplies the thinking; this toolkit is the instrument to act on it.

A practitioner-designed toolkit to be applied in your own context.

The Induction Request Schedule

Personal Series  ·  Catalogue No. 03  ·  €29  ·  Digital delivery