Harlo Board Packet & Minutes Kit — Pro

Packet builder, agendas, minutes, motion bank, registers and a 12-month governance calendar.

Everything in Lite, plus:

• Board packet builder: cover memo, ED report, finance snapshot, committee report stub, decision brief

• Agendas: consent agenda, special/urgent meeting, executive-session segment, annual meeting

• Minutes: decision-style regular minutes + high-level executive-session placeholder

• Minutes vs. notes guide + draft-minutes review checklist (including checks for AI-assisted drafts)

• Motion & resolution wording bank (15 operational motions, fictional orgs)

• Decision register + action tracker (CSV + XLSX)

• 12-month governance calendar (CSV + XLSX; filing/audit items are reminders only)

• Annual conflict-of-interest disclosure form + attendance & quorum sheet

• New board member welcome packet

• Plain-language meeting rules cheat sheet (original wording)

• Packet assembly guide + post-meeting follow-up checklist

• Fully fictional worked example (Lantern Street Food Pantry)

Formats: Markdown, DOCX, HTML, PDF, Notion Markdown, CSV, XLSX. No macros.

Harlo templates are operational templates, not legal, tax or governance advice; follow your bylaws and applicable law; consult counsel. No compliance outcome is promised. Not affiliated with Robert's Rules of Order. All examples are fictional.

Support: digitalpromohub.support@gmail.com · License: single-organization use.