40 things to give next year's board

Accounts and access

1The bank account, every current signer, and the steps to change them
2The payment or donation platform login, and whose bank account it pays into
3The role's shared email address and phone number, the ones the [school / church / district / parent organization] has on file, and not anyone's personal inbox
4Every social media account, with the login and the recovery email and phone number on each
5The website: where the domain is registered, when it renews, and which card pays for it
6Every other auto-renewing subscription, its renewal date, and the card it charges
7A list of who comes off each account above, and the date they were removed

Money

8Last year's budget, with actual against planned for each line
9What each fundraiser netted after costs, not what it grossed
10Current balances, plus anything owed to you or by you: unpaid invoices, unpaid dues, pending reimbursements
11The tax filing status, the last return, who prepared it, and the organization's tax ID
12The reimbursement process, written down: which form, who approves it, how long it takes
13Who can spend without a vote, and up to how much
14Dues, fees or payment amounts, when they are collected, and who has not paid yet

People

15The member or family roster, with contacts that still work and a note on which ones are out of date
16The three people who quietly do the most, and what each of them does
17Who volunteered last year, and for what
18Who said no last year, and why, if they told you
19Vendor contacts with a person's name on them, not just a company
20Your contact at the [school / church / district / parent organization], and what they need from you and by when
21Anything open with a member: a complaint in progress, a promise made, a refund pending

The calendar

22Every date from last year, with how many people actually came
23The dates that are fixed for you by the [school year / season / parent organization]
24The lead times: when ordering, booking or printing had to happen for each event
25The deadlines that are not events: filings, insurance renewals, grant reports, room bookings
26The event that always runs late, and why
27The event that is not worth running again, and why
28The first three things the new board has to do, with dates

How things actually work

29The run sheet for the biggest event: who does what, in what order
30Where the equipment is kept, and who has the key or the code
31Anything broken, borrowed, or owed back to someone
32The rules the parent organization sets: which forms, which approvals, what needs signing off
33The insurance: what it covers, and specifically what it does not
34The bylaws, and which parts actually get used
35The templates you already have: the reminder, the volunteer ask, the welcome email, the sponsor letter

The honest notes

Numbers 36 to 40 never get written down. They are the difference between a board that starts in September and one that starts over.

36What went wrong this year, plainly
37What you would do differently
38The decision you regret
39The thing that worked that nobody expected
40Who to call when something goes sideways

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