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Resources

A starting point for your board’s next conversation.

Use these templates, checklists, and worksheets to explore a decision, clarify responsibilities, or reflect on how your board works. Adapt them to your organization.

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TemplateWord · 4 pages

Decision Brief template

Bring the proposal, alternatives, and important questions together so directors have a clearer basis for discussion.

Board decisionsDownload
ChecklistPDF · 1 page

Before the vote: a one-page checklist

A prompt for the chair and chief executive to consider what directors need before an important decision.

Board decisionsDownload
WorksheetPDF · 3 pages

Strategic plan worksheet for boards

Explore direction, competing priorities, and the tradeoffs your board and executive team need to discuss.

Board decisionsDownload
PlannerPDF · 2 pages

New CEO: first 90 days planner

Use the early months of a transition to discuss expectations, responsibilities, the handover, and the developing relationship.

Leadership changesDownload
TemplateExcel · 1 sheet

Authority map template

Compare understandings of who decides, who contributes, and who needs to know when an issue arises.

Board and CEO relationshipsDownload
GuidePDF · 2 pages

Board meeting self-check

Reflect on recent board meetings and identify what helps, or gets in the way of, useful discussion and follow-through.

Board practiceDownload
Board CheckupReflect on what is working well and what may need attentionTake the checkup

For your board

Put a useful conversation in motion.

A good question can open up a discussion. Choose a resource that speaks to what your board is facing.

  • Editable Word and Excel templates
  • Free for boards and their staff

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Boardpath · Resource download

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