An interactive toolkit for the four nonprofit board officer roles: onboard a new officer, set clear expectations, define each role, and plan succession, all on your own letterhead.
Improve a document you already have: As well as generating documents, you can upload one you already wrote and have AI improve it. Open the AI Automations page and use the "Improve an existing document with AI" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a summary of what changed, with your original kept.
The Board Officers app helps a nonprofit board run its officer roles well: bring a new officer up to speed, agree on what the role involves, keep a clear reference for each role, and plan for who comes next. Pick a role, fill in a worksheet, and export a clean document on your own letterhead.
Everything runs in your browser, nothing is sent anywhere, and every document exports to Word, plain text, or print.
Alongside the Team chat button, this app has a purple Board chat button. It appears only for people on your organization's Board of Directors roster (plus the organization owner and admins, who always have access) and opens the same private board-only room that the Board Management app's Board Channel page uses. Anyone not on the board roster simply does not see the button. Team chat remains the general room for everyone with app access.
Every tool in the app works for whichever role you select.
Brand new to the app? Follow these steps in order. By the end you will have set up your organization and produced an onboarding kit for a new officer. Labels in blue match exactly what you see on screen.
Each tool works like a worksheet you fill in and keep.
All tools live in the Officer Toolkits sidebar group and follow the same pattern: pick the role, fill the form, add notes, then generate and export.
A welcome and orientation for a newly elected or appointed officer: what the role is, core responsibilities, the first 90 days, key relationships, and common traps, tailored to the role you pick.
A clear, signable agreement that sets out what an officer is taking on, including general board expectations and a signature line, on your letterhead. Good expectations up front prevent most board friction later.
You can also collect the signature electronically. Click Send for signature on the Role Agreement and the officer gets a private link by email (no account needed) to review the agreement and sign it by typing or drawing their signature behind a consent checkbox. You can either type the agreement text or upload a PDF for them to sign (Word upload is not yet supported). When they sign, the finished signed PDF (the original document plus an appended signature page with their name, signature, date, consent, and an ESIGN/UETA audit line) is filed automatically into your Document Library. You can track or resend the request from the Signature Requests page. This is a good-faith electronic acknowledgment for internal governance, not a notarized signature, so have the wording reviewed by an attorney.
A one-page reference for what a role really is, its core duties, the traps that catch people, and where to focus in the first year. Useful for nominating, onboarding, or a mid-term reset.
Capture the likely successors for a role, how ready they are, the development they need, and a clean handoff checklist, so no officer role is a single point of failure.
The Finances group in the sidebar gives the treasurer a place to do the year's financial oversight and produce board reports. It is management tracking for the board, not bookkeeping or accounting; keep your books in your accounting software and confirm figures with your accountant.
Committee budget requests from the Committees app can be rolled into your budget here, and this is the home for live, recurring financial reporting. Everything is saved in your browser on this device.
The AI Automations tab drafts officer documents from a few answers, for whichever role you pick: officer welcome letters, tailored role descriptions, onboarding plans, succession briefs, transition memos, outgoing-officer thank-yous, new-officers announcements, and a treasurer's report drafted from your budget and actuals. Every output opens in an editor with the full export toolbar: Copy, Word, Text, Print, and Email to any address. You review and edit everything before it is used.
Each automation is documented in detail in the AI Automations Guide.
A practical course on nonprofit board officer roles: the basics of being an officer and the duties you owe, then a full module each on the President, the Vice President, the Secretary, and the Treasurer, plus a module on working together as a team, conflicts of interest, building your officer pipeline, and succession. Short modules, real-world lessons with a running example, and a quick quiz at the end of each. Your progress is saved, and lessons link to the tool that puts the idea into practice.
Set these once and every document the app produces uses them:
These branding settings are shared with your other All In One Nonprofit tools on the same browser, so you only set them once.
Everything you enter, including your worksheets, budget, notes, and course progress, is saved to your account as you work, so it is backed up and available when you sign in on another device. The app runs in your browser for speed and syncs to your account in the background; if you have made changes on two devices, a short prompt asks which copy to keep, and clearing your browser data is safe because your account copy restores when you sign back in. Your organization branding (letterhead, footer, and signature) is set once on the My Organization page and applied here. Documents are generated in your browser and downloaded directly to you.
Your organization can save more than one signature on My Organization (for example the executive director and the board chair), each with a name and title and one marked as the Default. Every Word export in this app offers a Signature pull-down listing them, with the Default preselected, plus No signature; the signer's name and title print under the signature image.
The Board Officers app is about the people in the officer roles. For the board’s operational work, reach for the companion apps:
Questions or feedback? Email [email protected]. This guide is a public reference, no sign-in required.
Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.
From our Learn library: 7 board-role mistakes.
Your organization identity, branding (letterhead, footer, and signature), language, and connections are all set once on the My Organization page and carry across every app. You can even customize your organization's language there, renaming platform terms like donation or donor to the words your organization uses. Here is what these cover: