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Purpose Framework

Purpose Framework

Running a nonprofit comes with enough responsibilities. Keeping policies current, preparing for board meetings, and following through on decisions shouldn't make the work harder. Purpose Framework brings it all together in one organized workspace, giving your team more clarity, less administrative work, and more time for what matters.

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Policy Libraryby Purpose Framework
YOUR ORGANIZATION'S KNOWLEDGE, TOGETHER

Policies & procedures

A clear home for the way you work.

AL
Your policy libraryLatest versions
Conflict of InterestGovernancePublished
Financial ControlsFinance & OperationsIn review
Volunteer OnboardingVolunteersDraft
Published versions stay clear while new drafts take shape.
Organized. Versioned. Ready for your team.
An illustrative look inside Policy Library. Example documents, people, and dates.

01 / Policies & procedures

From a working draft
to a shared standard.

Create and organize your policies, involve the right reviewers, and keep the published version clear while new changes take shape.

  • Start with the work you have.

    Import Word documents, split an existing handbook, start blank, or adapt the Conflict of Interest template.

  • Give every document the right path.

    Publish routine procedures directly or coordinate reviewer feedback and a version-specific board decision.

  • Keep the decisions with the document.

    Preserve previous versions, reviewer responses, approval records, and supporting board evidence.

Word import & exportVersion historyAI-assisted splitting
Policy LibraryPolicy review
GOVERNANCE / VERSION 3

Conflict of Interest Policy

In review
03

Disclosure of interests

Members disclose relevant interests before the discussion begins so the board can make an informed, independent decision.

ML
Morgan Lee Reviewer

Let's make the timing clear for new board members.

Suggested change · Version 3
1 reviewer approved1 requested changes
Version 2 remains published while Version 3 is reviewed.
Illustrative workflow · Example content

02 / Board & committee meetings

Better prepared.
From agenda to action.

Bring preparation, meeting records, and follow-up into one place. Give your board and committees the context they need to make informed decisions.

  • Prepare a shared plan.

    Build an agenda, name presenters, allocate time, collect RSVPs, and publish the reading materials.

  • Capture what happened.

    Record attendance, discussions, motions, and outcomes. Connect policy decisions to the version considered.

  • Make the next step someone's responsibility.

    Assign meeting actions with an owner and due date. Members can update their own progress from their to-dos.

Board & committee groupsPrivate meeting materialsAssigned actions
Policy LibraryMeetings
NOV18
BOARD OF DIRECTORS

A plan for the meeting.

10:00–11:30 AM · 6 going

Materials published
AgendaPurpose / Time
01
Welcome & previous minutesBoard chair
Discussion15 min
02
Policy review & adoptionConflict of Interest Policy · Version 3
Decision30 min
03
Financial updateTreasurer · Quarterly report attached
Discussion25 min
ASSIGNED FOLLOW-UPShare the adopted policy with the teamAlex Lee · Due Nov 20
Illustrative workflow · Example content

03 / Handbooks & publishing

Your policies.
Ready for your people.

Turn your published policies into a useful reference for your board, staff, or volunteers. Keep one source for a policy, wherever it belongs.

  • Build the handbook your team needs.

    Create custom collections and include a policy in more than one handbook. Linked collections follow its latest published version.

  • Make a complete edition.

    Arrange your policies and generate a PDF with a cover, clickable contents, and bookmarks.

  • Know which copy you're sharing.

    Preserve earlier editions and see when a saved handbook has updates available. New drafts leave published copies intact.

Custom handbooksCompiled PDFsSaved editions
Policy LibraryHandbooks
Saved edition 2Published policies, brought together.
YOUR ORGANIZATION

Board
Governance
Manual

EDITION 2
A shared reference for your board.
YOUR BOARD'S REFERENCE

Contents

Conflict of Interest3
Financial Oversight7
Board Responsibilities12
Document Retention18

Complete policies.
One organized edition.

2
Clickable contentsPDF bookmarksEdition history
Illustrative workflow · Example content

04 / Signatures, tasks & follow-through

A decision is a start.
Keep the next step in sight.

Connect the approved document to the people who need to sign it, read it, or act on it. Keep different responsibilities clear.

  • Request signatures.

    Invite members or external signers and retain the completed signed PDF. External people can sign without creating an account.

  • See who still needs to respond.

    Track signatures, read acknowledgments, and requested disclosures separately, with private disclosure contents restricted.

  • Plan beyond publication.

    Bring personal tasks and connected policy dates into view, with recurring policy review schedules and reminders.

Policy LibraryResponses
CONFLICT OF INTEREST POLICY

Keep the follow-through clear.

Published · V3
2/3Signatures received
8/10Read acknowledgments
Policy signaturesExact approved PDF
AL
Alex LeeExecutive Director
Signed
ML
Morgan LeeBoard Chair
Signed
JT
Jordan TaylorBoard Secretary
Awaiting signature
Next policy review · November 2027
Illustrative workflow · Example content

05 / A shared workspace, thoughtfully managed

Access that follows
responsibility.

Bring people into the work with clear roles and purposeful sharing. Keep organizational oversight separate from access to sensitive information.

The right role for each person.

Admin, Policy manager, Editor, Reviewer, and Viewer roles support different responsibilities. Meeting groups and assignments add context-specific access.

Private information stays scoped.

Restrict meeting audiences and executive-session items. Sensitive disclosures require a named reviewer grant, even for administrators.

Clear organization boundaries.

Switch between organizations with independent memberships and permissions. Manage temporary access and retain a history of access changes.

A few practical questions

A clearer starting point.

Have something else in mind? Let's talk.

Can we bring our existing policies?

Yes. Import individual Word (.docx) files, upload several policies together, or bring a complete Word handbook. You can keep the full handbook and split it into individual policies with AI assistance or manual boundaries. Original files remain preserved.

Does every document need board approval?

No. Choose direct publication for routine documents or a reviewer and board approval path for board-governed policies. Each document keeps its own approval path, version history, and publication record.

Do external signers need an account?

No. Selected external signers can use a personal, expiring email link to sign and retrieve the completed document. That link does not give them access to your organization's workspace.

Where does the Compliance Library fit in?

The Compliance Library is a separate, free reference with source-linked nonprofit guidance within its published coverage. Policy Library is where your organization manages its documents, decisions, and follow-up. The reference does not automatically determine your organization's legal requirements.

Explore the free Compliance Library

Less scattered. More connected.

Give the work behind your mission
a clearer way forward.

See how Policy Library could fit the way your organization works.

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