Free download · for boards and teams

Conflict of interest, made practical. In three pages.

Conflicts are normal. Hidden ones are the problem. The COI Quick Start gives your board or team one simple process to use every time: disclose, step out, let others decide, write it down. It's free when you join Out the Box, ToyBox's monthly letter.

What's inside

Three pages your board will actually read.

Built for nonprofits, co-ops, associations, small businesses and public commissions. Not just nonprofits.

Page 1 · Why it matters

Why conflicts come up in every organization, the four-step process, and a 60-second check to see where you stand.

Page 2 · The essentials

The eight questions to ask once a year, what to do when a conflict comes up, sample minutes language, and the coffee rule for gifts.

Page 3 · Your first 30 days

A week-by-week plan to get a policy, a form and a habit in place this month, and how to get help if you want it.

Page 1 of the COI Quick Start: Conflicts are normal. Hidden ones are the problem. Page 2 of the COI Quick Start: Ask these eight questions once a year. Page 3 of the COI Quick Start: Your first 30 days.
How to get it

Join Out the Box. The Quick Start arrives by email.

1 · Sign up

Add your name and email on the Out the Box signup form.

2 · Confirm

Click the link in the confirmation email. This keeps your address safe.

3 · Download

Your welcome email brings the COI Quick Start. Then one practical lesson a month, on the first Wednesday. Unsubscribe anytime.

Want a quick read on your own board first? Try the free conflict of interest self-check. The Quick Start is a practical starting point, not legal advice. Conflict of interest rules can be legal requirements; talk with an attorney about your organization's obligations.

Want help getting it right?

Talk it through with Katoya.

Book a free 30-minute call →

Policy rewrites in plain language, board training on disclosure and recusal, and hands-on conflict of interest workshops for boards and teams.