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