Free resources for
building boards

Guides, checklists, and whitepapers to help your board manage capital projects, protect against disputes, and keep records that hold up under scrutiny.

Available now

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PDF Guide

Capital Project Oversight Guide

End-to-end guide for managing capital projects from bid to completion — covering vendor selection, scope approval, change orders, board turnover, and dispute-ready documentation.

PDF Comparison

BoardRecord vs. Google Drive

Side-by-side comparison of managing capital project records in shared Google Drive folders vs. a purpose-built governance system.

PDF Guide

Board Software Buyer's Guide

Evaluation framework and criteria matrix for boards shopping for project governance tools — with 10 questions to ask in any demo.

PDF Guide

Vendor Payment Compliance Guide

Best practices for board vendor payment workflows — approval tiers, segregation of duties, documentation requirements, and audit trail standards.