Templates & guides
Steal our templates, then keep the record in one place.
Download the agendas, minutes, checklists, and evaluation banks your board needs, then build them in BoardSite so the record compounds instead of scattering.
Free templates
Governance policies
Conflict, reporting, retention, and oversight resources.
Conflict of Interest Policy
Policy template with disclosure forms and an annual questionnaire.
ZIP includes Word, PDF, RTF, and TXT.
Whistleblower Policy
A reporting policy designed to protect people who raise concerns.
ZIP includes Word, PDF, RTF, and TXT.
Document Retention Policy
Retention and destruction guidance for organizational records.
ZIP includes Word, PDF, RTF, and TXT.
Financial Oversight Policy
Board responsibilities for financial management and internal controls.
ZIP includes Word, PDF, RTF, and TXT.
Free templates
Meeting management
Agendas, minutes, annual meetings, and committee tools.
Board Meeting Agenda Template
Agenda structure with time allocations, consent items, and decisions.
ZIP includes Word, PDF, RTF, and TXT.
Meeting Minutes Template
Minutes format for attendance, motions, votes, and follow-through.
ZIP includes Word, PDF, RTF, and TXT.
Annual Meeting Template
A structured annual meeting package with agenda and reports.
ZIP includes Word, PDF, RTF, and TXT.
Committee Meeting Templates
Meeting templates for finance, governance, and development committees.
ZIP includes Word, PDF, RTF, and TXT.
Free templates
Board development
Role clarity, assessment, orientation, and training.
Board Member Job Description
Clear expectations and responsibilities for board service.
ZIP includes Word, PDF, RTF, and TXT.
Board Self-Assessment Template
Evaluation prompts, scoring rubrics, and action planning.
ZIP includes Word, PDF, RTF, and TXT.
Orientation Checklist
A 90-day onboarding checklist for new board members.
ZIP includes Word, PDF, RTF, and TXT.
Board Training Resources
Practical training material on fiduciary duties and governance.
ZIP includes Word, PDF, RTF, and TXT.
Free templates
Financial templates
Budgeting, reporting, audit, and internal-control tools.
Banking Resolution Template
Resolution for opening accounts and authorizing signers.
ZIP includes Word, PDF, RTF, and TXT.
Nonprofit Budget Template
Budget workbook structure for programs, revenue, and overhead.
ZIP includes Word, PDF, RTF, and TXT.
Financial Dashboard
Board-friendly financial reporting with practical key metrics.
ZIP includes Word, PDF, RTF, and TXT.
Audit Committee Checklist
A preparation and oversight checklist for the annual audit.
ZIP includes Word, PDF, RTF, and TXT.
Internal Controls Checklist
A practical review of financial controls and fraud prevention.
ZIP includes Word, PDF, RTF, and TXT.