Templates
Checklists, agendas, calendars, and packets that go with the plays. Word and Excel, ready to make your own.
Sign in to download. Role templates come with both plans. Board and organization templates come with the Association plan ($395 a year for your whole board). Starting a new association? The Launch Kit has six of them for $149, one-time.
For your role
- Download
10 Things to Know Before Joining a Board
A pre-commitment checklist with the question to ask for each item, red flags, and a decision worksheet.
- Download
Officer Duties and Annual Transition Calendar
Year-round duties for each officer, a transition calendar counted back from term start, and a handoff checklist.
- Download
Treasurer Monthly Duties Checklist
Monthly, quarterly, annual, and end-of-term tasks plus a two-minute report outline.
- Download
New President Briefing Packet
The President's protocol, questions for your predecessor, a first-90-days plan, and a meeting playbook.
- Download
Committee Charter and Chair Job Description
Give every committee a clear job, a clear owner, and an end date. One charter per committee or task force.
Governance
Board Orientation Packet
Welcome letter, governance summary, expectations, financial controls, systems, committees, contacts, and a first-30-days checklist.
- Download
Conflict of Interest Disclosure Form
The annual disclosure every board member, officer, and committee chair signs: policy summary, eight yes-or-no questions, a details table, the signed acknowledgment, and a secretary's review section.
- Download
Board Meeting Agenda and Minutes
A time-boxed agenda with a consent agenda and a minutes page with motions and action items.
- Download
Core Governance Policy Pack
Five policies every board should adopt, including conflict of interest, whistleblower, and document retention, in one document with a single adoption resolution.
- Download
Antitrust Compliance Policy
Trade associations bring competitors together. This policy keeps those meetings legal.
- Download
Member and Attendee Data Privacy Policy
How the association collects, uses, protects, and shares personal information. Adopt it internally and post a public version on your website.
- Download
Board Confidentiality Agreement
For directors, officers, committee members, and volunteers with access to association information. Sign on joining.
Membership
- Download
Member Lifecycle Emails
Ready-to-send welcome, renewal, and win-back emails. Load them into your email platform once and let them run.
- Download
Volunteer Recruitment and Retention Tracker
Every volunteer job with its time commitment, open seats that count themselves, and a roster that flags overdue check-ins and thank-yous.
Events and Sponsorship
- Download
Event Planning Timeline
Enter the event date; 34 tasks calculate their own due dates, with overdue items flagged.
- Download
Sponsor Package Builder
Catalog pricing, three tier packages plus a custom column, automatic totals and tier level.
- Download
Sponsor Renewal Letters
Four tier renewal letters, a follow-up email, and a send schedule.
- Download
Sponsor Fulfillment Tracker
One row per sponsor and one per promised benefit. Balances, benefits owed, overdue items, and renewal alerts calculate on their own.
Money and Compliance
- Download
Annual Compliance Calendar
Federal, state, insurance, governance, and operations deadlines with reminders driven by fiscal year end.
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Annual Budget Workbook
Next year's proposed budget beside last year's budget and actuals, with reserves, plus a monthly actuals tab that tracks variance on its own.
- Download
Financial Controls Policy
Who can spend, who approves, and who checks. Simple rules that protect the money and the people who handle it.
Operations and Tech
- Download
Management Transition Handoff Packet
Everything an incoming executive, staff member, or management company needs for the first 90 days.
- Download
System Access Checklist
Transfer every login safely when people or firms change, with a live completion count.
- Download
New Association Launch Roadmap
40 tasks across six phases from idea to a stable first year, with dates from your kickoff and a 12-month timeline.
- Download
Questions to Ask Every AMS Vendor
A one-page checklist to take into every demo, from data export to contract red flags. Goes with the AMS buyer's guide.
- Download
Crisis and Incident Communications Plan
Who decides, who speaks, and what to say in the first hour. Fill it out before you need it.
Marketing and Community
- Download
Social Media Calendar
Twelve weeks of posts on two channels with four rotating themes. Dates fill in from your start date, overdue posts turn red, and a tab of ready post ideas gets volunteers started.