Templates & Toolkits

Board Meeting Planner

Grants & Nonprofit Admin

Board Meeting Planner

$12

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

Instant download · 1 ZIP file (0.34 MB) · PDF, XLSX

What’s inside

  • Meeting calendar that repeats monthly from the first date you set, with agenda, minutes, and quorum checkboxes
  • Action item tracker with owners, due dates, and overdue alerts
  • Printable board meeting agenda
  • Board roster with offices, committees, and term end dates (amber when a term ends within 6 months)
  • Annual board calendar with a starting month-by-month rhythm you can edit
  • Dashboard with next meeting, open and overdue actions, and upcoming meetings; Start Here tab and PDF quick-start guide

General information only, not legal advice. Laws vary by state, so check local rules or ask an attorney.

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 Annual Board Disclosure and Officer Term Log ($12), Church Annual Meeting Kit ($16), and Annual Report Template ($19).

Pairs well with

Annual Board Disclosure and Officer Term Log ($12), Church Annual Meeting Kit ($16), and Annual Report Template ($19).

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