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Board Annual Work Plan - New UI

Using an Annual Plan for your Board

Rajit Theodore avatar
Written by Rajit Theodore
Updated today

An annual work plan is a valuable tool for enhancing board effectiveness. It provides directors with a clear outline for the upcoming year. 

A work plan informs directors of their commitments for the year and ensures that adequate attention is given to various board functions that might otherwise be deferred or overlooked.

Manual Annual Work Plan in BoardPro:

  1. Fill out the template for your board and upload to the Governance Documents

  2. Monthly review the plan and add key topics to the Agenda of that month (see How to add Agenda Items)

Automated Annual Work Plan in BoardPro:

This is not automated in BoardPro; however, it is a feature on our RoadMap. If automating this would benefit your board, and you wish to be notified when this feature progresses, please contact us.

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