Board Annual Work Plan

Using an Annual Plan for your Board

Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

A useful tool for board effectiveness is an annual work plan which provides directors with an outline of the year ahead. 

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

Manual Annual Workplan 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 WorkPlan in BoardPro:

Currently this isn't automated in BoardPro, but that is a feature on our RoadMap.  If it would benefit your board to have this automated please vote for this in the Ideas Portal:

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