ED and Board Partnership Planner
Build real relationships with each board member and keep governance and management clear.
- 3 page PDF
- Fillable planner
- Free, no signup
From the course Nonprofit Executive Leadership Fundamentals · Lessons 5 & 6
About this guide
The relationship between an executive director and the board is one of the most important partnerships in nonprofit leadership. This free fillable planner helps you get to know each board member, schedule one on ones at least twice a year, and match member skills to what your organization needs.
It also lays out who governs and who manages, gives you a fillable approval authority policy, and helps you run board meetings built for strategic discussion instead of reports. Checklists for communicating between meetings and handling board conflict round it out.
What’s inside
Board member tracker
A fillable grid for why each member serves, their skills, concerns, and two one on ones a year.
Governance vs. management
A clear split between what the board governs and what the ED manages.
Approval authority policy
Fill in what you decide alone, what you report, and what needs board approval.
Strategic meeting checklist
Send updates ahead, separate info from action items, and ask better questions.
Between meeting updates
Four habits that keep board members informed and free of surprises.
Board conflict checklist
Eight steps for handling difficult dynamics with your board chair.
Who it’s for
Document preview
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