Every policy your board has adopted, who owns it and when it was last reviewed. It works out the next review date, counts down to it and flags anything overdue.
$39 one time
Opens in a new tab. Read-only, nothing to sign up for.
Tax added at checkout.
The conflict of interest policy gets signed every year. The document retention policy was adopted in 2019 and hasn’t been opened since. The remote work policy went in during a hurry and never came back to the board at all.
Each one says it’s reviewed every year or two. Knowing which ones actually were falls to whoever keeps the minutes.
List each policy once on the Policies tab: its area, who owns it, when it was adopted and how many months apart it’s reviewed. When the board approves a review, change Last reviewed and Approved on. The file works out the next review date, counts the days and marks anything overdue.
It holds no policy text. The policies stay wherever your board keeps them. This file keeps the dates and the owners.
Opens in a new tab. Read-only, nothing to sign up for.
It goes to the address you paid with.
It saves to your own Google Drive™ and stays private unless you share it.
It comes with sample entries already in it, so you can see how it works before you type in your own.
Does it store the policies themselves?
No. It holds the dates and who owns each one. The documents stay wherever your board keeps them.
What if a policy has never been reviewed?
The next review counts from the date it was adopted, and the Dashboard tells you how many policies are in that state.
What counts as due this quarter?
Any policy whose next review falls before the current calendar quarter ends. For many boards, that’s the next meeting.
No app to learn. No new account. No monthly anything.
$39 one time
Tax added at checkout.
If it isn’t right, email us within 14 days for a refund. The refund policy
