Board of Directors Resources & Templates

As part of my work, I facilitate training, policy development, and coaching nonprofit Board members on their duties and responsibilities. Below is a curated listed of resources, some I developed and others I recommend. Please reach out if you have questions, comments, or feedback about any of these items.

• AI Usage Template

• Board Orientation Sample Agenda

• Board Orientation Template

• Board Orientation Template/Information

• Board of Directors Handbook Template

• Board Roles and Responsibilities

• Bylaw Creation Template

• Differences between "working boards" and "governance boards"

• Fiscal Policies for Nonprofits including: definitions, procedures, whistleblower, and conflict of interest statements

• Fundraising Event Planning Checklist and Timeline

• Nonprofit Meeting Minutes Template

• Nonprofit Policies and Procedures Checklist - What your organization needs to operate effectively!

• Roberts Rules of Order Cheat Sheet

• Sample Financial Reports for Nonprofits

Job Description Templates

• Accountant/Bookkeeper Job Description

• Executive Director Job Description

• Program Director Job Description

• Volunteer Director Job Description