Board & nonprofit tools
Checklists, templates, and plain-language guides for small nonprofit boards, executive directors, board chairs, board secretaries, and small staff teams carrying big responsibilities.
First tools in progress
Resources
Everything here is written in plain language, sized for a single sitting, and meant to end with a next step you can actually take — downloaded, printed, and used by real people doing real work.
Checklists, templates, and plain-language guides for small nonprofit boards, executive directors, board chairs, board secretaries, and small staff teams carrying big responsibilities.
First tools in progress
Practical tools for volunteer HOA boards trying to understand meetings, minutes, decisions, owner communication, policies, maintenance responsibilities, and when to seek professional guidance.
In development
Guides for board secretaries: what belongs in minutes, what doesn't, how to handle corrections, and how to keep records that stand up to review years later.
In progress
Essays, workshops, downloadable guides, webinars, and teaching resources that make complicated responsibilities understandable and doable.
Publishing soon
Resources in development
These resources are being built to help good people do important work with clearer processes, better documentation, and less overwhelm.
Short teaching videos and recorded resources are planned as the resource library grows.
Your turn
Choose the resource that would help your board or team most right now. Your answer helps set the order these are built and released.
Unless otherwise stated, resources are intended for use within your own organization, board, or team. They may not be resold, republished, distributed publicly, or presented as your own work.
Resources are educational and practical in nature and are not legal, tax, accounting, HR, medical, or association-management advice. For issues involving law, taxes, employment claims, governing documents, formal board action, or professional compliance, please consult the appropriate qualified professional.
If your board or team is stuck on a specific responsibility, tell me. The questions I hear most often are the ones that become the next resource.
Send me a question