
Board Meeting Planner
Meetings, agendas, action items, board terms and a yearly rhythm for small nonprofit and church boards, in one spreadsheet.

The last image is a real page from the download, shown as is.
$12
A disclosure form and an officer term log for a church or nonprofit board. It is not a required official form.
General information only, not legal advice. Laws vary by state, so check local rules or ask an attorney.
Dated for Giving Tuesday, December 1, 2026.
Licensed for one person or one organization. Please don’t resell, share or post the files.
Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.
Pairs well with Board Meeting Planner ($12), Church Annual Meeting Kit ($16), and Annual Report Template ($19).
Board Meeting Planner ($12), Church Annual Meeting Kit ($16), and Annual Report Template ($19).

Meetings, agendas, action items, board terms and a yearly rhythm for small nonprofit and church boards, in one spreadsheet.

Worksheets for a yearly congregational meeting: a planning checklist, agenda, reports, nominations, a ballot, minutes, and an attendance tracker.

Twelve editable slides with live charts and photo spots, plus a planner to gather your story and numbers before you start.

Offering count sheets, a count and deposit log, expenses and a monthly treasurer's report with a bank reconciliation page.

The church year and key Sundays marked for 2027, a ministry focus for each month and an event planner for volunteers and budgets.

A volunteer roster, a schedule and an hours log, with a dashboard of who is serving in the weeks ahead.