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Reusable templateGovernance

The Annual Board Calendar

Every recurring board task across the year - budget cycle, elections, policy review, required filings, and the annual meeting - in one yearly checklist you can reuse every year.

Open this checklist in Recurbit → Jump to the checklist

Free to start · No credit card · Add, remove, or edit any step to make it yours

A printable checklist is good once.You map the year once on paper, then redraw the whole calendar next year.
This one comes back every year.Set the annual-meeting date in Recurbit and every milestone back-dates itself across the full year.

Board work runs on an annual rhythm. The same obligations come around every year - adopting a budget, holding elections or appointments, reviewing policies, filing required reports, and running the annual meeting - but they're spread across twelve months, which makes them easy to lose track of until a deadline is suddenly close.

This annual board calendar lays out that whole yearly cycle in order, so nothing sneaks up on you. Treat it as a starting framework and adjust the timing to match your fiscal year, bylaws, and state requirements - every board's calendar is a little different.

Tip: Anchor the calendar to a fixed point in your year - your fiscal year-end, or the date of your annual meeting - and count backward. Once the sequence is set, it repeats every year with only minor adjustments.
↓ The checklist
These steps are a starting point, not a rulebook. Add, remove, reorder, or re-time anything below so it matches how you actually work — that's what the template is for.
−9–12mo

Early in the year: plan and prepare

~9–12 months before annual meeting
−5–8mo

Mid-year: review and required filings

~5–8 months before
−2–4mo

Late in the year: elections and budget adoption

~2–4 months before
Final wks

The annual meeting

Final weeks
After

After the meeting: close the loop

Following weeks

Make it repeatable

Add the annual board calendar to Recurbit. Anchor it to your annual-meeting date and every deadline — budget, elections, filings — schedules itself across the year.

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Rebuilding the board calendar every year?

Recurbit turns the yearly cycle into one reusable template. Set the annual-meeting date and every milestone gets its own due date, months out. Assign owners and track the whole year at a glance.

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A general planning aid, not legal advice. Filing and notice deadlines are set by your state's law and your bylaws — always follow those.