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Board Meeting Minutes Template

Being tasked with taking minutes for your board is a big responsibility. Whether you’re new to minute taking, or a seasoned minute taker who wants to streamline the process, BoardPro’s guide and template will steer you in the right direction. While it can seem intimidating, there is good reason for taking detailed minutes.

Our detailed PDF guide explores why you should care about the quality of your minutes (spoiler alert, they are very important). 

  • To be legally compliant
  • To demonstrate the integrity of process
  • To protect organisational and director reputation
  • As a basis for decision evaluation and review
  • To clarify responsibility and track actions
  • To facilitate due diligence
  • As a record of an organisation’s history

To support the guide, we’ve also created a straightforward, editable template for sleek and easy to read minutes.

So, what should your minutes include?

  • First, start with the basics: meeting title, date and time, venue, and participation.
  • Number your sections and subsections with a ‘nested’ numbering system to make them easier to read.
  • Make sure you add your actions to a master action list, and any new interests to a master interest register.

BoardPro’s template and guide will help set you up for success, however experienced you are with minute taking. Download them today!


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What Our Customers Say on G2

"We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! It's organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. All around amazing!"
Ericka P
Secretary, Small-Business (50 or fewer emp.)
"This is an excellent board tool. Mobility, no paper, ease of navigation, brilliant note options. The ability to quickly find previous papers and minutes is also very helpful for accountability."
Paul M
Chairman, Mid-Market (51-1000 emp.)
"BoardPro has proven itself indispensable. The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved."
Virginia C
Board Secretary, Mid-Market (51-1000 emp.)
Staying at the top of your professional game! In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with BoardPro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly.
Arieta D
Human Resource & Compliance, Small-Business (50 or fewer emp.)
Completely changed our board meetings! The software drastically improves organization of documents and communication before and after meetings. It gives us a central place for recording and reviewing minutes. We use the action items feature extensively, which automates everything so nothing slips through the cracks. The technical support is impressive.
Peter K
President, Mid-Market (51-1000 emp.)