Featured collection
Practical tools for the work that happens before, during, between, and beyond board meetings.
A Practical Guide to Board Roles, Governance, Meetings, Committees & Organizational Readiness
Help new board members understand the organization, their responsibilities, meetings, committees, governance basics, and early board service.
A Year-Round System for Board Priorities, Governance Responsibilities, Committees & Recurring Work
Organize board priorities, responsibilities, committee work, milestones, reviews, and recurring work across the board year.
A Structured Record for Minutes, Motions, Decisions, and Action-Item Accountability
Connect board meetings to decisions, responsibilities, deadlines, and follow-through.
A Structured System for Leading the Board: Agendas, Delegation, the ED Relationship, External Representation, and Succession
A practical operating system for presidents, chairs, and other presiding board leaders.
A Practical Continuity System for Outgoing & Incoming Board Leaders
A structured system for preserving knowledge, responsibilities, priorities, and continuity during board leadership transitions.
A Practical System for Leading Committee Meetings, Coordinating Work & Reporting to the Board
A working system for committee chairs: planning meetings, coordinating assignments, and reporting committee work back to the board.
A Practical System for Tracking AI Tools, Reviewing Uses, Documenting Human Oversight & Following Up on Risks
A practical documentation system for tracking organizational AI tools, reviewing proposed uses, recording human oversight, and following up on risks.
The board journey
Each title supports a different governance moment, from the first days of board service through annual planning, meetings, leadership, and eventual transition.
Join the board
New Board Member Orientation & Onboarding WorkbookA Practical Guide to Board Roles, Governance, Meetings, Committees & Organizational Readiness
Plan the year
Board Annual Planning WorkbookA Year-Round System for Board Priorities, Governance Responsibilities, Committees & Recurring Work
Run the meetings
Board Meeting Action & Follow-Up LogA Structured Record for Minutes, Motions, Decisions, and Action-Item Accountability
Lead the board
Board President's Master LogbookA Structured System for Leading the Board: Agendas, Delegation, the ED Relationship, External Representation, and Succession
Hand over well
Board Leadership Transition & Handover WorkbookA Practical Continuity System for Outgoing & Incoming Board Leaders
How the series fits together
The books in the Governance Records Series are designed to work alongside one another. They are not five versions of the same journal — each resource addresses a different governance moment or leadership responsibility.
A new member's orientation record is not the same document as an annual plan. A meeting follow-up log is not the same as a president's working logbook. And none of those replace a structured handover when leadership changes.
A board can use a single title on its own, or build the full set as a governance record system that carries forward from year to year.
Governance Records Series
Practical tools for the meetings, responsibilities, transitions, planning, and leadership work that keep organizations moving forward.
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