Let's Start with Your Board's Annual Calendar

An annual calendar is a detailed schedule that outlines key events, initiatives, and responsibilities throughout the year. While annual calendars are commonly used by the operations team to plan and coordinate day-to-day activities, they are equally important for boards.

  • Boards play a crucial role in setting the strategic direction and long-term goals of an organization. By having a clear annual calendar in place, boards can ensure that their decisions and discussions are aligned with the organization's overarching vision and objectives. This strategic approach helps boards maintain a forward-looking perspective and stay focused on the big picture rather than getting bogged down in day-to-day operations.


  • Adhering to the "70:30 Rule" in board meetings, where 70% of the time is dedicated to discussing future-focused topics and only 30% to immediate concerns, can be challenging without a well-defined annual calendar. The annual calendar serves as a roadmap for the board, providing members with a structured framework for addressing long-term priorities, such as strategic planning, risk management, and performance evaluation.


  • By proactively scheduling key agenda items and discussions throughout the year, boards can ensure that they are devoting the majority of their time to shaping the future direction of the organization. This approach not only fosters informed decision-making but also helps boards avoid reactive, short-term thinking.


For example, imagine a nonprofit board that wants to increase its outreach efforts to attract new donors. Without a clear annual calendar outlining specific milestones, deadlines, and responsibilities related to this initiative, the board may struggle to make meaningful progress. By incorporating this goal into the annual calendar and dedicating time in each board meeting to track progress, discuss challenges, and make adjustments as needed, the board can ensure that their efforts remain focused and strategic. Ultimately, an annual calendar empowers boards to be proactive, intentional, and forward-thinking in their governance approach, enabling them to drive sustainable growth and success for the organization.

Annual Calendars I & II - FILLABLE V2.pdf
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