For boards and municipalities
Keep board work connected between meetings.
CharterSteward is a shared workspace for borough councils, township boards, municipalities, and nonprofit boards carrying meeting, grant, budget, and financial follow-up work.
Start a conversationOne shared workspace
Built around the work boards already carry.
Who it serves
A practical home for public-serving board work.
Different organizations carry different responsibilities. The shared need is a clear place to keep decisions, deadlines, and follow-up connected.
Borough councils
Keep recurring meetings, board materials, grants, and financial follow-up connected.
Township boards
Bring the work around meetings and fiscal-year decisions into one shared view.
Municipalities
Keep agendas, projects, budgets, and open financial items in view between meetings.
Nonprofit boards
Carry meeting preparation, grants, budgets, and financial follow-up forward together.
The everyday workflows
Keep the details connected to the decisions.
Organize the meeting, track the work that follows it, and keep financial context available for the next conversation.
01
Meeting agendas and board packets
Prepare agendas, gather meeting materials, and publish board packets from the meeting record.
02
Grant deadlines, reporting, and projects
Keep application and reporting dates, statuses, notes, and reminders visible, with links between grants and related capital projects.
03
Budgets, actuals, and cash-flow planning
Review budgets, entered actuals, and variances together, then use recorded inputs to view a fiscal-year cash-flow projection.
04
Outstanding bills and uncleared checks
Keep outstanding bills and uncleared checks in view as the board follows up on open financial items.
Planning context: the cash-flow projection is based on recorded inputs. It is not a live cash balance and does not guarantee a forecast outcome.
CharterSteward for boards
Talk through the shape of your board's work.
Share what your board is carrying and find a thoughtful starting point.