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Five Things Every Board Should Be Doing in January


January is the calm before the calendar fills up.


It’s the one time of year when boards can pause, reset, and get ahead of what’s coming—before projects ramp up, budgets get tight, and meetings start feeling rushed. The communities that stay steady throughout the year usually have one thing in common: they used January wisely.


Here are five things every board should be doing at the start of the year to set themselves up for success.


1. Get Organized as a Board

January is the time to confirm officer roles, committee assignments, and meeting schedules. Even if these feel routine, clarity early on prevents confusion later. When everyone knows who is responsible for what, meetings tend to be more efficient and decisions move faster.


2. Help New Board Members Get Their Bearings

New board members often step in with enthusiasm—and a lot of questions. Taking time early to review governing documents, financial responsibilities, and board procedures helps everyone operate from the same understanding. A little education now saves a lot of frustration later.


3. Treat the Budget Like a Tool, Not a File

Once the budget is adopted, it shouldn’t disappear into a folder. January is the perfect time to talk through how the board will monitor spending, review financials, and respond to trends throughout the year. Boards that stay engaged with their budget are rarely caught off guard.


4. Take Stock of Vendor Contracts

Before renewal deadlines sneak up, January offers a chance to look at existing contracts and service scopes. Are vendors meeting expectations? Are timelines clear? Reviewing contracts early allows boards to plan thoughtfully instead of making rushed decisions later in the year.


5. Set the Tone with Clear Priorities

Boards don’t have to solve everything in January—but they should decide what matters most this year. Identifying strategic priorities helps guide decisions, manage workloads, and keep discussions focused when new issues arise.


January doesn’t need to be overwhelming. A little structure, a little planning, and a few intentional conversations can make the rest of the year feel far more manageable.

Strong years don’t happen by accident—they start with how boards use the quiet moments at the beginning.

 
 
 

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