Templates
Templates a board can use on Monday
The documents most self managed boards end up writing from scratch: a procurement policy, an annual meeting checklist, a records request response kit, an owner explainer for the reserve fund, and the insurance certificate checklist your vendors keep failing.
Template register
5 templates
Annual meeting checklist
Notice, package, quorum, election, minutes: a working checklist for a volunteer board running its annual general meeting without a manager.Procurement policy template
A board procurement policy with spend bands, the number of quotes each band needs, and who can approve what. Ontario and Florida notes included.Records request response kit
How to receive, log and answer an owner's records request within the statutory period, with Ontario and Florida versions and a redaction log.Reserve fund explainer for owners
An owner facing explainer a board can circulate: what the reserve fund is, what the study says, and why the contribution changes.Vendor insurance certificate checklist
What a vendor's certificate of insurance must show before work starts, including the additional insured endorsement most boards accept without checking.
Inside each file
What you get
A PDF you can circulate as it is, with the Board Butler footer on it. Customers get the editable version inside the product, already filled in with the corporation's own numbers.
We ask for an email address because we send the file to it. That is the whole trade, and the consent box is separate from the download so you can have one without the other.
Customers get the editable versions
Inside Board Butler these are living documents: the procurement bands drive the approval rules, and the checklists are the workflow rather than a copy of it.