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 and publish it. Directors open one clean link instead of digging through email attachments.
- One-link distribution
- Draft / published / archived
- Notify the board on publish
Minutes
Minutes mirror the agenda. Record attendance and regrets, capture notes and decisions under each item, and move minutes from draft to under review to approved.
- Attendance & regrets
- Notes per agenda item
- Approval workflow
Motions & votes
Maintain a motions register from day one — motion text, who moved and seconded, and the result. Decisions stay traceable across meetings.
- Carried / defeated / deferred
- Linked to meetings
- Clean decision history
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 that are due for review so governance stays current.
- Review-date tracking
- Categories & owners
- Version history
Documents
Organize bylaws, finance reports, ED reports, and governance documents by category — each with a confidentiality tier so sensitive material stays protected.
- Category library
- Confidentiality tiers
- Private storage
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.