🤝 Vice President Checklist

You are the understudy for the chair and often the owner of committees; readiness is the job. Every step says what to click and when you are done. Your checkmarks save in this browser.
All In One Nonprofit · first week, first month, and the rhythm after · questions? support@allinonenonprofit.com
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Welcome aboard. As vice president, your platform duties are three: know the chair’s tools well enough to run a meeting tomorrow, own the committees if your bylaws put them under you, and keep succession real rather than theoretical. Your organization's administrator sends you an invite by email; everything below starts from accepting it. Inside the apps you will also find an interactive Getting Started checklist tailored to your role at the top of the sidebar; this page is the map, that checklist is the turn-by-turn.

Have handy: your bylaws (what they actually assign the VP), and the committee list if committees report to you.

Part 1. Your first week

1.1
Accept your invite and sign in. Open Board Management and work through the role-tailored Getting Started checklist in the sidebar.Done when: you can sign in and see the same board tools the chair uses.
1.2
Read your bylaws’ VP clause. Note exactly what is yours: presiding in the chair’s absence, committees, anything else.Done when: you know your actual charge, not the assumed one.
1.3
Learn the chair’s tools. Open the agenda builder, the packet compiler, and the Resolutions workflow; read the President checklist end to end.Done when: you could produce next meeting’s agenda and packet yourself if asked today.

Part 2. Your first month

2.1
Take ownership of the committees in the Committees app, if they report to you: members, charges, and reporting cadence for each.Done when: every committee has a current roster and knows when it reports to the board.
2.2
Review the Risk Management app and walk its assessment for your organization.Done when: the top risks are written down with owners, and the board has seen them.
2.3
Do a succession readiness pass. Confirm you have the access you would need to step in: board tools, Document Library, and awareness of who holds signing authority.Done when: the chair being unavailable for a month would be an inconvenience, not a crisis.

Part 3. Your rhythm

3.1
Chair one meeting a year on purpose. Preside at least once with the chair present, running agenda, packet, and minutes flow yourself.Done when: stepping in for real would be routine.
3.2
Each quarter: committee reports collected and summarized for the packet; risk register glanced at.Done when: committees feed the board on schedule and risks stay current.
3.3
Annually: work with the chair on the officer election cycle and the board’s development (recruitment, onboarding new members with the Board Handbook).Done when: the bench is deeper at the end of your term than the start.
Stuck, or does a step not match how your organization runs? support@allinonenonprofit.com, with Copy my progress pasted in so we can see where you are.
The other seats: President · Vice President · Treasurer · Secretary · and the organization-wide Setup Guide.