For small public and nonprofit boards
Board Meeting Agendas & Packets
Organize meeting agendas and packet materials around each board meeting. CharterSteward supports configured reminders and approvals, authorized PDF downloads, and links to existing Google Drive files and Calendar events.
For small-town borough councils, township boards, municipalities, and nonprofit boards.
Good Stewardship. Organized Decisions. Stronger Communities.
Illustrative workflow examples
Agenda and packet reminders
Agenda-owner reminder
A manager can remind an assigned agenda-item owner when the owner’s reminder preference is enabled.
Packet publication approval
Publication waits until the required approver records approval.
Member notification
When enabled, selected members or organization roles receive an email after publication.
Unpublished-packet follow-up
When the reminder rule is enabled, the meeting owner receives an in-app reminder for an eligible planned meeting.
Meeting preparation, review, and publication
From agenda work to a published packet.
Keep each meeting's preparation and publication steps connected, with reminders, approvals, and audience notifications following the board's configured rules.
01
Agenda and packet management
- Organize saved agenda items, meeting details, and packet materials around each meeting record.
- Keep notes and document references connected to the meeting your board is preparing for.
02
Reminders and publication notifications
- Agenda-item owners can receive an in-app reminder for a planned meeting within seven days when their reminder preference is enabled.
- An enabled workflow can remind the meeting owner when an eligible upcoming planned meeting still has an unpublished packet.
- When publication notifications are enabled, selected members or organization roles receive an email after publication.
03
Agenda and packet approvals
- Submit an agenda for approval, record approval, or return it for changes.
- Packet approval applies only when required by organization workflow or packet settings; publication waits for required approval.
04
Agenda and packet PDF exports
- Download a PDF of a saved agenda.
- Authorized members can download a published packet PDF with meeting and agenda details plus references to published Google Drive materials.
- Source Drive files are not merged into the PDF. Sign-in, publication, and organization-role checks protect packet downloads.
05
Google Drive and Calendar links
- With app Google OAuth configured and Google Workspace authorized by the organization, packet managers can search existing Drive files, including Google Docs, and link their metadata. File contents stay in Drive; only published links appear to packet readers and PDF references.
- Search the organization’s primary Google Calendar and link an existing event to a meeting. This does not create events or sync changes.
A practical meeting aid
Board-Packet Preparation Checklist
A printable one-page checklist for small-town borough councils, township boards, and nonprofit boards.
Related board planning
Connect meeting preparation with the work that follows.
Track grant application and reporting deadlines
Keep saved due dates visible with configurable reminders, list, and calendar views.
Plan awarded grants alongside board cash flow
See how recorded grant income fits into a fiscal-year planning projection.
Compare governance and finance software
Compare published meeting, grant, budget, and pricing details across three products.
Board meeting preparation
Talk through the way your board prepares for meetings.
Walk through how your board organizes agendas and packet materials, configures reminders and approvals, shares a published packet, and links existing Google Drive files or a Calendar event.