Eight lessons with decision tools and worksheets on the board's job, skills-based recruitment, decision-focused meetings, financial oversight, conflicts and ethics, risk, evaluating leadership and succession. Not legal advice; have an attorney review policies for your state.
Best for: Board members, board chairs and executive directors.
Version 1.
Sample page
Lesson 01
Governance means setting direction, overseeing resources, supervising executive leadership where applicable, and protecting mission integrity.
Distinguish board decisions from day-to-day management. Put delegated authority in writing and revisit it as the organization grows.
Worked example The board approves the annual budget and risk limits; the program director chooses weekly volunteer schedules within those limits.
Boards that micromanage operations often neglect financial and strategic oversight.
Your application List five decisions reserved for the board and five delegated to management.
Licence: one purchase licenses the playbook to your organization for its own internal use. Please do not resell or redistribute it.
Playbooks are educational guides with illustrative examples. For legal, tax or accounting decisions, a qualified professional can review your specific situation.