Board Manager vs. Spreadsheets

Almost every small nonprofit board starts in a spreadsheet, and for a while that works fine. The spreadsheet stops working at the point where you need it to remind you of something: an expiring term, an unsigned conflict of interest form, a candidate who has been sitting in the pipeline for four months.

Last verified . We link our sources at the bottom of this page.

At a glance

A tilde (~) means the capability exists but with real caveats. The note explains what they are.

CapabilityBoard ManagerSpreadsheets
Roster and terms
Store member contact detailsYesYes
Record term start and end datesYesYes
Automatic alerts before a term expiresA spreadsheet can hold the date, but nothing tells you it's coming.YesNo
Officer positions with their own term datesPossible in a spreadsheet, but it means a second sheet most boards never maintain.YesPartial
Committees and meetings
Committee rostersYesYes
Meeting scheduling with RSVPsYesNo
Attendance history per memberTrackable by hand; rarely kept current past a few months.YesPartial
Automatic meeting remindersYesNo
Compliance and onboarding
Conflict of interest signingSpreadsheets can log who signed, but the signing happens elsewhere.YesNo
Signature audit trailYesNo
Onboarding checklists per memberYesPartial
Recruitment
Candidate pipeline with stagesA status column works until two people edit it.YesPartial
Public recommendation formYesNo
Skills and diversity matrixBuildable with formulas; breaks whenever the skill list changes.YesPartial
Access and cost
Board members can view their own infoSharing the sheet usually means sharing everyone's data.YesPartial
Per-member access without accountsYesNo
Free tierYesYes

The honest take

These are different tools for different situations. Here is when each one is the right answer.

Pick Spreadsheets if

  • Your board has fewer than about eight members and no term limits
  • You are the only person who ever touches the roster
  • Nothing needs to be signed on a recurring schedule
  • You genuinely enjoy your spreadsheet and it is current
  • You need arbitrary custom columns more than you need reminders

Pick Board Manager if

  • You have missed a term expiry, or you are not certain you haven't
  • You chase signatures on conflict of interest forms every year
  • More than one person needs to update the roster without overwriting each other
  • You want board members to see their own meetings without a login
  • You are recruiting and want to see which skills your board is missing

What each one costs

Where a vendor does not publish pricing, we say so rather than guessing at a number.

Board Manager
$0 or $19 / month

Published pricing. No demo required, no card to start.

  • Starter: free forever, for boards up to 25 members and candidates
  • Engage: $19/month for unlimited members, compliance signing, and onboarding checklists
  • 500 emails/month on Starter, 2,500 on Engage
  • No setup fee, no annual commitment, no sales call
Google Sheets / Excel
Free to $12 / user / month

Free on a personal Google account; bundled into Google Workspace or Microsoft 365 if your org already pays for it.

  • No additional software cost for most nonprofits
  • Google Workspace offers discounted and free nonprofit tiers
  • The real cost is maintenance time, not licence fees
  • No vendor to migrate away from later

Moving from Spreadsheets

Most boards do this in an afternoon. Nothing is deleted on the other side, so you can keep it open while you check the data.

  1. 1Export your roster sheet as CSV, one row per board member.
  2. 2Use the CSV import at /members/import to bring in names, emails, roles, and term dates in one pass.
  3. 3Check the imported term dates against your bylaws while the data is fresh.
  4. 4Add your committees and assign members, which takes a few minutes for most boards.
  5. 5Keep the spreadsheet as an archive for a cycle. Nothing is deleted, and you can go back.

Common questions

Is a spreadsheet really that bad for board management?

No, and anyone who tells you otherwise is selling something. A spreadsheet is an excellent record. It is a poor reminder system. The failure mode is not that the data is wrong; it is that nobody looks at it until the week something is already overdue.

Can I keep using my spreadsheet alongside Board Manager?

Yes, and plenty of coordinators do for the first few months. Export from Board Manager any time you want a flat file for a board packet or a funder report.

What happens to my data if I stop paying?

Your account drops to the free Starter plan rather than locking. You can export members and the skills matrix to CSV at any time on any plan.

Do board members need to learn new software?

No. Board members never create an account or a password. They get a link that opens their own page, where they can RSVP, sign documents, and update their bio.

How long does it take to move off the spreadsheet?

For a board of 15 to 25 people, most coordinators are done in under an hour, and the CSV import handles the bulk of it.

What if my spreadsheet has custom columns I need?

Skills and diversity attributes are coordinator-defined, so most custom columns map onto skill definitions. Genuinely one-off fields are the honest weak spot here. A spreadsheet will always be more flexible than a structured tool.

Try it before you decide.

The free plan covers boards up to 25 people and is not a trial. Set up your roster, see whether it fits, and switch back if it doesn't.

Start free, no card needed

Sources

Claims about Spreadsheets on this page were verified against the following, last checked September 2, 2026. Pricing and features change, so if you spot something out of date, tell us and we'll fix it.