Start your association the right way.

A 40-step roadmap plus the board documents you need from day one. One payment. Yours to keep.

What's inside

1. 1New Association Launch Roadmap40 tasks across six phases from idea to a stable first year, with dates from your kickoff and a 12-month timeline.Excel workbook
2. 2Board Orientation Packet: Standard EditionWelcome letter, governance summary, expectations, financial controls, systems, committees, contacts, and a first-30-days checklist.Word document
3. 3Board Meeting Agenda and MinutesA time-boxed agenda with a consent agenda and a minutes page with motions and action items.Word document
4. 4Officer Duties and Annual Transition CalendarYear-round duties for each officer, a transition calendar counted back from term start, and a handoff checklist.Word document
5. 5Annual Compliance CalendarFederal, state, insurance, governance, and operations deadlines with reminders driven by fiscal year end.Excel workbook
6. 610 Things to Know Before Joining a BoardA pre-commitment checklist with the question to ask for each item, red flags, and a decision worksheet.Word document