Board / Exec Meeting Notes Template

Best for: board updates, exec staff meetings, and leadership reviews.

Executive time is expensive, so the structure prioritizes clarity. Begin with objectives and pre-reads so the context is established without duplicating the deck. In the “key updates” section, capture only what changed and why it matters. Decisions and risks are recorded in plain language, with owners and dates, so the meeting produces real follow-through.

• Write for action: “asks” should be explicit, time-bound, and owner-led.

• Name risks clearly: avoid vague language and note mitigation.

• Keep notes optional: include details only if they will matter later.

The goal is a record that leaders can scan and act on.