Nonprofit board handover checklist

Map the handover0/6

• 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 records0/6

• 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 access0/6

• Create a handover folder on DocBunker 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