Put the board's core duties on a recurring calendar, so oversight happens on schedule instead of never.
For each duty, mark which meeting or month it happens.
| Oversight duty | How often | When (month or meeting) |
|---|---|---|
| Review financials against budget | Every meeting or quarterly | |
| Review reserves and cash position | Quarterly | |
| Approve the annual budget | Yearly | |
| Confirm filings and compliance current | Quarterly or yearly | |
| Review major risks | Yearly or twice a year | |
| Evaluate the executive director | Yearly |
Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.