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Template library

Open a template, fill in the blanks, then print it, save it as a PDF or copy the text. Every template is free and is a starting draft, not legal advice.

  • Annual report

    A plain report to landowners and partners on the district's year: work done, money in and out, and what comes next.

    State notes for Oregon, Oklahoma, Virginia. Other states: national version.

    Fill in and print
  • Annual work plan

    Turn the district's long-range priorities into a year of named actions, leads, timelines and measures.

    Fill in and print
  • Board policy handbook

    A starter set of board policies: meetings, conflicts of interest, money handling, purchasing, records and more.

    State notes for Oklahoma, Virginia. Other states: national version.

    Fill in and print
  • Meeting agenda and minutes

    A board meeting agenda and a matching minutes form, with spaces for attendance, quorum, motions and action items.

    State notes for Oregon, Oklahoma, Virginia. Other states: national version.

    Fill in and print
  • Grant progress report

    A general progress report for a funder: planned versus done, outputs, spending, changes and next steps.

    Fill in and print
  • Landowner letter set

    Four friendly letters: an introduction to district services, a site-visit follow-up, a sign-up reminder and a thank-you.

    Fill in and print
  • Cost-share practice agreement

    A written agreement with a landowner for a conservation practice the district helps pay for: the work, the payment, upkeep and records.

    Fill in and print
  • Equipment rental agreement

    A rental form for district equipment such as a no-till drill or tree planter: rates, deposit, care, damage and return.

    Fill in and print
  • Year-end financial review checklist

    A checklist for closing the books and getting ready for the yearly audit or financial review, with a board sign-off.

    Fill in and print

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