Basic Governance and Compliance Checklist

What this service is

A light‑touch review of your board’s structure, roles, and basic practices to surface strengths, gaps, and a few realistic “quick wins” that strengthen governance and reduce risk.

This service helps answer

• Is our board structure, size, and committee setup appropriate for the organization we are today?

• Do board members clearly understand their roles in oversight, strategy, and support versus management?

• Are there basic governance practices we’re missing that could expose us to risk or slow our progress?

• What 2–3 realistic changes could quickly strengthen our board’s effectiveness?

What you receive

You receive a 2–3 page summary for the board that includes:

• A brief review of key governance elements: board size, committee structure, terms, and basic documentation.

• A simple checklist comparing current practices against baseline nonprofit standards.

• A short list of strengths, gaps, and practical “quick win” recommendations.

When this is a good fit

This is a strong fit for boards and CEOs who want to confirm they’re on solid footing—or identify a small number of focused governance improvements—before committing to larger board development or strategic planning work.