Refresh board and committee details once a year — contact, role, terms, conflicts of interest, committee seats — in one auditable record per person.
Quick answer
Use it as the annual board refresh: each member confirms or corrects their own contact, role, term dates, committee seats and conflicts of interest, so filings, conflict checks and quorum counts all rest on a register dated this year.
Governance paperwork fails on stale data: a register from 2021, an undisclosed second job, a signature from a director who resigned in spring. This annual update asks every board and committee member to confirm or correct their own record — contact, roles, term dates, outside interests, committee seats — so your filings, conflict checks and quorum math all start from a register dated this year.
Sample form preview — live and ready to fill in.
Everything you need to run this template.
Members update their own record — no secretary transcription errors.
Categories checked one by one instead of a blank 'none' box.
Who can attend what, current as of this filing.
Each record carries the member's typed name and date.
From copy to deliverable in four steps.
Copy it in and list roles, committees and terms.
Send one link to every director and committee member.
Compare this year's register against last year's.
Keep dated entries with your governance records.
Pick your role — see how it fits your workflow.
Close the annual register without chasing spreadsheets.
See conflicts disclosed by category, per person.
Update one entry, not three documents.
What makes this template work as a professional deliverable.
A preview of the real questions in this form — exactly what respondents see.
