The Docket

Every obligation, and its date.

The Docket is the organization's standing calendar. Every filing, review, and renewal, across compliance, operations, and the board, each one dated and sourced. Built from the fiscal year end and the sector, it holds the full year, so nothing slips.

See a sample Docket →

Rendered on a fictitious organization. Every figure is invented.

How it reads

Three sections, one calendar.

ComplianceFilings to outside authorities.

Federal filings computed from the fiscal year end and the sector against a sourced rule. Each one carries the authority that sets its date.

OperatingThe internal financial calendar.

The close and review schedule, budget approval, and the audit timeline. These are the organization's own entries, added by the member and standing in the same calendar.

GovernanceThe board cadence.

Board meetings, policy reviews, and the self-evaluation. These are the organization's own entries, added by the member and standing in the same calendar.

The uses

The Docket carries three uses.

The working surface.

The calendar opens in the browser, the obligations stand in date order, the organization's own items are added beside them, and what is outstanding stays in view.

The board's page.

The same calendar prints, dated and sourced, and sits in the packet with the rest of the meeting material.

The monthly notice.

Each month the Docket renders what is outstanding and what comes due, with the record behind every line. Delivery by email is not yet open.

The calendar recomputes when the record or the profile changes.

The three pillars, on the Docket

SystemsThe year's obligations are computed from the fiscal year end and the sector, and the calendar recomputes when the record or the profile changes, so it does not run on memory.
ClarityEvery line carries its date and its provenance, so what is owed, and when, is never a guess.
PostureEach month the Docket renders what is outstanding and what comes due, with the record behind every line, so nothing slips.
Membership

The same calendar, on your organization.

The Docket comes with membership, alongside the Operating Index and the Casebook monthly. A flat $250 a year for one organization.