Planning resource

The Board Support Planner

Less last-minute scrambling. A clearer plan for every meeting.

Board meetings, committee meetings and your AGM each bring deadlines, documents, minutes and follow-up. Keep them together in one practical planner.

Enter your meeting dates, choose your preparation timelines and let the planner work backwards from meeting day.

Why it helps

  • Stop calculating deadlines by hand.
  • Keep meetings organized with in-person, virtual or hybrid preparation.
  • Link minutes, decisions and actions to their originating meeting.
  • Change dates without starting over.
  • Plan digitally or print a personalized journal.

What's included

  • Digital planner
  • Printable journal
  • Action tracker
  • Excel companion
  • Calendar export
  • Getting-started guide

Already enrolled in the course? This package is included in your course library—no separate purchase needed.

For desktop/laptop use. Use Save my work to keep your entries — they are not saved automatically. Calendar export creates files you can import into Google Calendar or Outlook; it does not sync live.