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Document Storage Checklist

BoardOnTrack provides you with one centralized, online repository for all of your important governance-related documents. 

By making smart use of the Document section, you can improve your new board member orientation, enhance transparency, and build institutional memory that will outlast leadership transitions.

Storing documents and materials in BoardOnTrack provides your board with 24/7 access to materials, eliminates the need to manually collect relevant documents, and ensures your important documents will be kept securely. 

As you get started, here’s a list of the standard documents we recommend adding to your BoardOnTrack Documents section.

New Board Member Orientation Documents

  • Organizational Chart
  • Bylaws
  • Board Member Bios  
  • Key Staff Bios
  • School and Key Staff Directory
  • Board Policies
  • Board Recruitment Processes
  • Committee Charters
  • Board Member Expectations

General Board Documents

  • Charter Documents
  • Board Budget Documents
  • Strategic Planning Documents
  • Board Job Descriptions
  • Previous Meeting Agendas and Minutes
  • Previous CEO Evaluation Documentation

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