Guides and checklists
Board resources
Published guides for small-town borough councils, township boards, and nonprofit boards preparing meeting packets, reviewing budgets, forecasting cash flow, and tracking grants and capital projects.
Published board guides
Board-Packet Preparation Checklist
A printable checklist for assigning agenda owners, gathering materials, reviewing approvals, and publishing a board packet.
Budget Variance Explainer
Understand how entered spending compares with approved budget amounts, including under, over, or matching direction.
Cash-Flow Forecasting Guide
Learn how recorded grant income and forecast expenses shape a 12-month planning projection.
Grant Deadlines and Capital Projects Guide
Learn to keep application and reporting dates in view and connect grant records to capital projects.