Board

Governance records, meetings, documents, and follow-through for the active organization.

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Board

Governance workbench

Coordinate roster health, meeting packets, minutes, board giving participation, and compliance follow-through from one internal workspace.

Organization-owned governance Board roles see read-only controls where required

Active Members

Current board members with active seats.

Meetings Ahead

Upcoming board and committee meetings on the calendar.

COI Due Soon

Conflict disclosures within the next 30 days.

Giving Participation

Current-year participation across active members.

Cross-module handoffs

Board-facing signals from Finances, Grants, Programs, Donors, Volunteers, My Workspace, and MPC Connect without moving ownership out of those workspaces.

Open reporting

Reading operating handoff signals.

Meeting prep

Keep the next board meeting moving with one lightweight prep checklist.

0 of 6 done

Needs attention

Surface the next board items most likely to affect readiness, compliance, or follow-through.

Open governance

Board roster

Who is serving right now, whose term is ending, and which former members stay on record.

Open members

NameStatusTerm

Governance library

Track policies, stored documents, and disclosure completion from one place.

Open documents

Board

Members

Manage board records, preserve former member history, and keep the current roster easy to review.

Total Members

Across all statuses

Active

Current active members

Terms Expiring

Within 90 days

Prospects

In pipeline

Giving Participation

Active member giving this year

Fundraising Activity

Board touches logged this year

Board Recruitment

Recruitment pipeline

Track referrals, cultivation, interviews, committee review, and board votes in one staff-facing board candidate flow.

Roster readiness

Roles, terms, skills, access, and renewals

Keep the board record useful for real governance work by watching profile completeness, committee fit, access readiness, giving participation, and current-year COI coverage.

Skills matrix

Attention queue

Loading Board roster

Checking member records, terms, and participation signals for this organization.

Board

Meetings

Schedule meetings, track prep progress, and keep minutes and follow-up tied to one meeting workflow.

UPCOMING

Scheduled

THIS YEAR

Total meetings

OPEN ACTIONS

Pending items

NEXT MEETING

Upcoming date

Board › Minutes & Finalization

Meeting Records

Minutes Finalized

Locked meeting records

Open Actions

Tasks still in progress

Overdue

Past due date

Motions Logged

Across all meetings

Minutes now live inside each meeting workflow

Open a meeting record to move from Schedule to Agenda, Minutes, and Finalize in one continuous flow.

Meeting Minutes

Draft and finalize structured minutes for each board meeting.

These minutes are finalized and read-only.

Meeting

Presiding Officer

Call to Order

Adjournment

Members Present

Members Absent

Guests Present

Items Discussed

Votes Taken

Announcements

Finalized

Motion Log

Date	Motion	Result	Vote

Action Item Tracker

Task	Assignee	Due	Status

Board

Documents

Keep board packets, policies, templates, and compliance files in one governance library.

Documents

Files in vault

Policies

Tracked governance docs

Reviews Due

Within 90 days

Current Policies

Marked current

Document Vault

Upload governance documents and board records.

Document name

Settings

Manage disclosure timing, completion visibility, and compliance follow-through for the board.

My Disclosure

Complete or amend your annual conflict of interest disclosure.

A disclosure already exists for this year. Use Amend to make updates.

We couldn't match your sign-in to a board member record yet.

Disclosure year

Signed date

Do you have any conflicts to disclose?

Conflict description

I confirm this disclosure is accurate and complete.

Staff View

Review current-year completion and send reminders.

Board Member	Status	Year	Action

Renewal workflow

When a disclosure is within 30 days of expiration, Board sends a reminder to the board member and notifies the ED.

Board member reminder Your conflict form needs to be renewed by the listed due date.

ED notification Names the member, due date, and confirms that a reminder went out.

Board › Templates

Governance Template Engine

Template Library

Customize governance templates, save them to the Board workspace, and prepare them for board adoption.

Board › Agreements

Agreements

Board › Committees

Committees

Committee Planning Board

Board maps your current committee calendar, likely committee lanes, and skill coverage so governance work has a clear owner before the next meeting cycle.

Committee-Ready Members

Each board member is matched to the committee lane that best fits their current officer role and tagged expertise.

Member	Best Fit	Role	Strength

Coverage Watchlist

Use this to spot where the board needs another committee meeting, deeper skill coverage, or clearer placement for a member.

Board › Votes & Consent

Votes & Consent

Board

Governance

See board health, immediate follow-up, and the next governance work that needs a clear owner.

Governance Health Snapshot

Use this board-level view to spot readiness gaps before the next meeting packet, compliance cycle, or board chair check-in.

Immediate Follow-Up

These are the board operations items that need attention next across meetings, agreements, COI, policies, and action tracking.

Upcoming and pending governance work

A live feed of the next board items most likely to affect readiness, compliance, or follow-through.

Area	Item	Date / Due	Status

Board data quality controls

Evidence gaps, stale records, renewal queues, and module handoff risks that should be cleaned up before packets, audits, funder reviews, or release checks.

Area	Control	Evidence gap	Action

Governance workbench

Cross-module handoffs

Meeting prep

Needs attention

Board roster

Governance library

Members

Roles, terms, skills, access, and renewals

Loading Board roster

Meetings

Meeting Records

Minutes now live inside each meeting workflow

Documents

Settings

Governance Template Engine

Agreements

Committees

Votes & Consent

Governance

Add board member

Offboard Board Member

Schedule meeting

Add Motion

Add Action Item