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Board Management Templates Kit

Board calendar, director onboarding checklist, diversity policy
and more templates to use in your meetings

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Download our free board management templates kit and get ready-to-use PDF, Word and Excel files.

What is included?

  • Board calendar template
  • Board roles and responsibilities checklist
  • Board director onboarding checklist
  • Board governance checklist
  • Board diversity policy
  • Board skills matrix
  • And more...

Download the board management templates kit

What is inside the template kit?

Download our board management templates kit to streamline your annual planning process, foster diversity and ease onboarding.

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Board Calendar Template

  • Keep track of important board meetings and events throughout the year.
  • Ensure all members are informed and prepared for upcoming meetings.
  • Facilitate long-term planning with a clear and organised calendar.
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Board Director Onboarding Checklist

  • Simplify the onboarding process for new board directors and help them get up to speed quickly.
  • Provide essential information and resources to new members so they can contribute to decision-making effectively.
  • Ensure a smooth transition and integration into the board, making new directors feel welcome.
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Board Skills Matrix

  • Identify the skills and expertise present within your board.
  • Highlight areas for development to inform your recruitment campaigns.
  • Ensure a balanced and effective board with a comprehensive skill set.

Board roles and responsibilities checklist, board governance checklist, board diversity policy...
Uncover more templates for efficient meetings in our template kit.

Looking for more templates?

Board Meeting Templates Kit

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  • Meeting agenda templates
  • Annual operating plan template
  • Board member agreement template
  • Board resolution template
  • Meeting notice template
  • And more!

Meeting Minutes Templates Kit

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  • Meeting minutes template
  • Formal meeting minutes template
  • Robert's Rules of Order minutes template
  • Non-profit board meeting minutes template
  • Meeting action item template
  • And more!

Meeting Agenda Templates Kit

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  • Meeting agenda template
  • Consent agenda template
  • Board meeting agenda template
  • Annual board meeting agenda template
  • Formal meeting agenda template
  • And more!

Frequently Asked Questions

What kind of meetings benefit from these templates?

From planning your meetings throughout the year with the board calendar template to fostering good governance and board diversity with the board diversity policy and checklist, you can manage the most critical aspects of board life with this templates kit. 

Do I need any special software to use these templates?

No special software is needed. The templates are provided in Word, PDF, and Excel formats, which can be opened and edited with commonly available office software.

Are these templates suitable for non-profit organisations?

Yes, the templates are versatile and can be customised to fit the unique needs of non-profit organisations, ensuring effective governance and operations.

What does the Board Management Templates Kit include?

The kit contains a range of templates, including those for board calendars, roles and responsibilities, director onboarding, governance, diversity policies and skills assessments.

Can I share these templates with my team?

Absolutely, these templates are designed for easy sharing and collaboration within your team to ensure everyone is on the same page.

Beyond templates: Elevate your planning with Meeting Management Software

While templates offer a foundational structure for organising meetings, they fall short of addressing the dynamic needs of modern teams. Meeting management software like iBabs provides your organisation with comprehensive tools to enhance collaboration, efficiency, and decision-making.

Great meetings, better decisions: Meet iBabs

From digital document management and distribution to video conferencing and voting all the way to automated follow-up on action items, iBabs is the one board portal you need to stay on top of board matters.

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