Practical worksheets for boards, executives, and volunteers. Each one is fillable in your browser, prints clean, and can be emailed to yourself. Drafts save locally so you can come back to them.
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These are working tools. Adapt them. Break them. If something is missing for your organization, .
Decision Control Suite // Worksheet 01
7-Minute Agenda Template
Built for structure, accountability, and clarity
Meeting Header
Operating Rule
Reports go to Consent. Decisions lead.
Time Blocks
Time
Block
Purpose
Output captured
Consent Agenda
Attach reports. Pull only if needed.
Item
Source
Pull?
Notes
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Decision Control Suite // Worksheet 02
Conflict of Interest Action Log
Real-time compliance record
Header
Disclosures & Recusals
Time
Member
Matter / Agenda Item
Disclosure Summary
Recuse?
Vote?
Notes / Evidence
Tip: Attach supporting docs (email, policy excerpt, signed COI form) and note where filed.
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Decision Control Suite // Worksheet 03
Standardized Minutes Quick-Fill
Capture decisions and actions. Not transcripts.
Meeting Header
Decisions Made
#
Motion / Decision
Outcome
Vote / Method
Effective
Notes
1
2
Actions Assigned
#
Action
Owner
Due
Status
Notes
1
2
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Operational Battle Rhythms // Worksheet 04
Chief’s 90-Day Board Onboarding
A tactical first watch
Days 1–7 // Get Oriented
Receive bylaws, policies, and board portal / shared drive access
Read last 3 sets of minutes + current strategic plan / POA&M
Understand quorum, voting rules, consent agenda, and meeting cadence
Identify your assigned watch (committee / portfolio) and deliverables
Days 8–30 // Learn the System
Meet ED / CEO and finance lead. Understand who owns what decisions
Review budget, reserves, and monthly financial package format
Add your own. Anchor each entry to a real example you can defend in an interview.
Your Role / Experience
Governance Translation
Real Example You’ll Cite
Your Bio Line
One sentence. Use it in your nonprofit bio, your LinkedIn headline, and your introduction at the first board meeting.
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Service After Service // Worksheet 09
Mission Analysis Worksheet
Before you join a board, evaluate organizational health
Mission & Fit
Governance
Finance & Controls
Operational Reality
Verdict
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Rabbit Hole Research Log // Worksheet 10
Primary Source Read-Ahead
Guest bibliography // for The Adam Hinds Show
Source Bibliography
Type
Citation / Link
Why it matters
Key quote / data point
Confidence
Questions This Generates
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Rabbit Hole Research Log // Worksheet 11
Curiosity Map
Make a web of intersections
Write 6 interests. Cross them. Under each intersection, write the bridge question that connects them.
Interests
#
Interest
Why I care
Bridge question (how it connects)
1
2
3
4
5
6
Intersection Log
A ↔ B
Bridge question
Possible output (essay / podcast / tool)
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