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Courage · Compassion · Curiosity · Community
Preparation progress
Your progress is stored locally on this device for the prototype.
Tonight's Board Actions
Items are classified by the role the Board is being asked to play.
Prepare by section
Open a section for the executive summary, key questions, metrics, and source documents.
Documents to review
Questions for the Board
Related documents
In the EB version, these will point to the existing files in Google Drive.
Board Pack Admin
Update the source workbook, preview role-based views, and prepare the Board Pack for distribution.
Board Meeting
Manage the Board Pack
Google Sheets remains the editing layer. The Board Pack is the published meeting experience.
Check each audience
Open the clean member experience without the administrative header.
Generate a fixed meeting record
Create a purpose-designed Letter-size PDF from the published Board Pack data. This is a point-in-time document, not a browser printout.
Email the Board Pack
Prepare a clean meeting email with the published Board Pack link. The recipient can open the same URL and receive the view permitted for their role.
Your Board Pack is ready.
The Board Pack for the upcoming meeting is ready for review. Please review the materials in advance so our meeting time can stay focused on discussion, decisions, and governance.
The Board Pack brings together meeting context, discussion topics, actions, committee materials, and supporting documents in one place.