Your first year of good governance

Twelve milestones across four quarters that take a new board from its first meeting to a defensible year-end record. Work through them at your own pace — each one is a real governance habit, not homework.

Your progress0 of 12 milestones

Progress is saved on this device only.

Quarter 1 — Run your first real meeting

Hold your first meeting with quorumSchedule a meeting, build its agenda, and track attendance until quorum is met. Quorum is what makes the meeting's decisions valid — BoardOS shows you the moment you reach it.Go there →
Pass your first resolutionRaise a resolution for a real decision, have members vote, and watch it clear your approval threshold. Once passed, it's permanently on the record.Go there →
Approve your first minutesDraft the minutes (AI can draft, you review), then route them for Chair and Board approval. Approved minutes lock — that's your defensible record of the meeting.Go there →

Quarter 2 — Govern between meetings

Approve something by written consentNot everything needs a meeting. Route a resolution for written consent and let members approve in writing — BoardOS records when your threshold is met.Go there →
Collect acknowledgments on a must-read documentUpload a document, mark it must-read, and assign it. Each member's receipt — delivered, opened, acknowledged, or refused — is tracked per version.Go there →
Distribute your first board packetBundle the documents and agenda items for a meeting into one packet, finalize it to lock the contents, and distribute — every member is notified.Go there →

Quarter 3 — Tighten the loop

Route a resolution through counsel reviewSome resolution types require counsel review before they pass. Invite a Counsel member if you haven't, and run one decision through that gate end to end.Go there →
Track a task from resolution to doneDecisions only matter if they happen. Create a follow-up task from a passed resolution, assign it with a due date, and close it out.Go there →
Read your audit log end to endOpen the audit log and walk through the quarter's activity. Everything your board did is there, permanent and unchangeable — get comfortable finding things in it.Go there →

Quarter 4 — Close the year

Hold your annual meetingMost organizations require one meeting a year at minimum. Make it count: review the year's resolutions, elect or confirm roles, and record it all properly.Go there →
Review your governance configurationDo your quorum rule, consent threshold, and notice periods still fit how you actually operate? Adjust them deliberately — every change is audited.Go there →
Write your year in review from the audit logFilter the audit log to the year, and summarize: decisions made, documents adopted, members added. That summary is your first annual governance report.Go there →