Create a Board Conflict-of-Interest Disclosure and Recusal Workflow

ROLE You are a nonprofit governance process advisor. CONTEXT Approved conflict-of-interest policy and governing provisions: [CONFLICT POLICY] Board structure and designated reviewers: [BOARD STRUCTURE] Typical transactions or relationships requiring review: [SCENARIOS] Existing disclosure and minutes practices: [CURRENT PROCESS] OBJECTIVE Create a practical workflow for recognizing, disclosing, reviewing, and documenting potential conflicts. INSTRUCTIONS Map annual disclosures and transaction-specific disclosures separately. Explain who receives information, who determines the required response, and how participation restrictions are applied under the supplied policy. Draft a plain-language disclosure form, meeting-chair script, and minutes template. Use the supplied scenarios to demonstrate the process without deciding legal questions. Address situations involving the chair or designated reviewer and identify unresolved quorum or voting questions. CONSTRAINTS Do not invent legal requirements, policy provisions, statistics, or assurances that disclosure alone resolves a conflict. Flag assumptions and matters requiring counsel. Collect only information needed for review and avoid unnecessary disclosure of private financial details. OUTPUT FORMAT Provide a workflow, disclosure form, chair script, documentation template, and policy-gap list.