Action Items Template
(a.k.a. Matters Arising)
Do you wish you had a single, consolidated register of action items / matters arising across your board and all committees? Want something you can filter by date, forum, action owner and status? So did we - so we built it! Free to download and use!
Get our action items template
We get it - not all Company Secretaries are wizards in Excel. But for action items (matters arising), it is a powerful tool that you can use to track actions and filter to provide targeted lists to different forums or action owners.
We don't think anyone else should have to reinvent the wheel, so we've made the action items (matters arising) template we use free to download and use.
Simply fill in the form and click Download Now and you'll get a copy of our action items (matters arising) template in Microsoft Excel format, complete with instructions on how to use it and configure it to your board and committees.
Ready to streamline your board even more?
Simplifying action tracking is just one way to streamline your board prep. Why not take it to the next level by automating your agendas, shell minutes, and more, with boardcycle Agendas?
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