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Board meeting brief One-Pager template for a credit union with four headline numbers, a table of decisions needed today, progress since last meeting and what to read first

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About this Board Meeting Brief one pager template

Directors arrive with a thick pack and little time, so the best meetings start with one page. This board meeting brief leads with four numbers on where the organization stands, then a table of the decisions needed today, each with its owner and a recommendation. A checklist shows progress since the last meeting, including what slipped, and a final section says what to read first, who takes questions and how to dial in. Executive directors, CEOs and board secretaries send it with the agenda for credit unions, nonprofits, schools and companies. The board spends its time on decisions instead of catching up.

Board Meeting Brief One-Pager Template

Where things stand, the decisions needed today, progress since last time and what to read first.

One-Pager · A4 and LetterEdits in your browser

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What’s on it

  • Headline numbersWhere We Stand
  • TableDecisions We Need Today
  • Checklist of next stepsSince Last Meeting
  • Contact detailsBefore You Arrive
  • Closing line

Sample One-Pager. Company and figures are made up.

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