Less starting from scratch.
More getting things done.
Free, practical starting points for your board, your team, and the systems that support them. No account needed.
Available resources
8 resources · Free to read and download
Conflict of Interest Policy
An editable starting point for disclosing interests, recording recusals, and making independent decisions.
Board Member Onboarding Checklist
Give new board members the context, documents, and introductions they need to begin well.
Monthly Financial Oversight Checklist
A practical discussion guide for reviewing cash, budget changes, and follow-up responsibilities.
A Clear Expense Reimbursement Process
Map who submits, reviews, approves, and records an expense before writing a policy.
Volunteer Onboarding Toolkit
A welcome outline, first-day checklist, and check-in prompts you can adapt for your team.
Before You Build an Employee Handbook
Plan the scope, owners, and review process before assembling your handbook.
A Simple Document Register
Track the owner, approved version, location, and next review of important documents.
Make Policy Review a Habit, Not a Scramble
A small, repeatable review rhythm that keeps responsibility and decisions visible.
A growing library of starter resources. Adapt each one to your organization and seek appropriate professional advice before use.