Everything for the monthly board workflow
BoardDock focuses on what boards actually do each month, and keeps the records organized for when you need them later.
Meetings & agendas
Schedule regular, special, AGM, committee, or in-camera (executive session) meetings. Build agendas from a proven nonprofit board template (call to order, approval of minutes, reports, motions, in camera, and adjournment), and reorder items with a click.
- Meeting types & statuses
- Agenda templates
- Presenter & time estimates
Board packages
Assemble the agenda and its supporting documents into a single board package. Preview it first, then publish. Directors get one clean link, and the export merges every attached PDF into one consolidated document.
- Preview before publish
- One consolidated PDF export
- Notify the board on publish
Minutes
Minutes mirror the agenda. Record attendance and regrets, capture notes under each item, and move minutes from draft to under review to approved. Approved minutes are locked as the official record, with the approver and date on file.
- Attendance & regrets
- Approved minutes locked
- Approver recorded · PDF export
Motions & votes
Maintain a motions register from day one: motion text, who moved and seconded, recorded votes, and the result. Directors can declare a conflict of interest and recuse, and the recusal is part of the record.
- For / against / abstain votes
- Conflict-of-interest recusal
- Carried / defeated / deferred
Action items
Turn decisions into follow-ups with an owner and due date. The dashboard surfaces what's open and what's due soon, without becoming full project management.
- Owners & due dates
- Open / in progress / done
- Surfaced on the dashboard
Policies
Keep a living policy library with categories, owners, and review dates. BoardDock flags policies due for review, and every edit keeps a snapshot of the prior version, so you can always show what a policy said at a point in time.
- Review-date reminders
- Version history preserved
- Categories & owners
Documents
Organize bylaws, finance reports, ED reports, and governance documents by category, each with a confidentiality tier so sensitive material stays protected, and served only through private, time-limited links.
- Category library
- Confidentiality tiers
- Private storage
Records & archiving
Boards accumulate years of history. Past meetings organize by governance year, old material can be archived out of the way (never deleted), and each year exports as one consolidated board record (agendas, minutes, and motions) for auditors or a secretary handoff.
- Organized by year
- Reversible archiving
- Annual board record export
Committees & calendar
Give committees their own sub-workspaces with scoped membership and committee-only materials, and keep the whole governance year visible on a shared calendar.
- Committee sub-workspaces
- Committee-only materials
- Governance calendar
Director onboarding
Welcome new directors with a clear checklist: orientation package, bylaws, strategic plan, code of conduct, conflict of interest, and confidentiality.
- Assignable checklists
- Progress tracking
- Orientation materials
Members & roles
Invite members, assign multiple roles per person (a director can also be treasurer), and manage status. Access follows roles and confidentiality tiers.
- Multiple roles per member
- Invite & status management
- Role-aware access
See it with realistic sample data
Explore a fully populated demo board portal. No sign-up required.