Organizing Your Board with a Calendar

Image by Andreas Lischka from Pixabay

It’s easy to get to the end of a year on your nonprofit board and realize that you haven’t taken care of essential tasks for your organization. An easy way to keep tabs on all of the tasks of a board of directors is to create a board calendar that you refer to as you develop each board meeting agenda. This will systematize your work and make it much simpler to check off the tasks.

Here is a starting list for your board calendar of tasks and events to include. The document itself should be reviewed and updated annually.

  • Board meeting dates
  • Review the organization’s 990 filing
  • Review and approve the annual budget
  • Evaluate executive director
  • Board self-evaluation
  • Review and update conflicts of interest
  • Plan an annual audit (if needed)
  • Board member recruitment
  • Elections for members and officers
  • Major organizational events
  • Reviews of all board policies for accuracy and thoroughness
  • Strategic planning review
  • Board retreat
  • Risk Management – Review risk areas, and insurance coverage,
  • Fundraising/Networking – Review board’s role in fundraising and developing key contacts for the organization.
  • Board and Committees – Review the board’s composition and committees. Make changes as appropriate. Discuss board training/development needs.
  • Program / mission review
  • Succession planning review


Here are two calendar templates that are helpful to get started:

Detailed sample board calendar from Stanford Legal Services. (See their other documents here.)

Another starting template from Governinggood.

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