# Nonprofit board handover checklist

Help an incoming nonprofit board take over: gather governing documents, explain current commitments and organise records and access transfers.

## Map the handover

- [ ] Confirm which roles are being handed over
- [ ] Identify the outgoing and incoming contact for each role
- [ ] Read the governing document for the relevant handover procedures
- [ ] Agree a date for the handover meeting
- [ ] List upcoming deadlines and commitments
- [ ] Identify urgent decisions that the incoming board must address

## Gather the working records

- [ ] Gather the current governing document and internal rules
- [ ] Gather relevant meeting minutes and recorded decisions
- [ ] Prepare a summary of current projects and their status
- [ ] Gather current contracts and insurance documents
- [ ] Prepare the financial records needed by the incoming team
- [ ] List essential contacts and explain each relationship

## Transfer documents and access

- [ ] Create a handover folder on [DocBunker](https://docbunker.app/en) to share the records with the incoming board
- [ ] Check that sensitive records are shared only with the relevant people
- [ ] Transfer service ownership or individual permissions without circulating passwords
- [ ] Confirm the incoming team can access the records it needs
- [ ] Remove outgoing access rights that are no longer needed
- [ ] Record unresolved questions and arrange a follow-up meeting