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Notes Template for Board Meetings and New Investment Appraisal

Here's a handy Notes Template to enable efficient and effective board meetings (for both CEOs and their investors)

Angel Investors may also like to use the template to collect their thoughts when reviewing new investment opportunities. Please feel free to share with your community

Board Meetings

  • Investors and non-executive directors can collate their thoughts prior to the meeting (based on board materials sent through)
  • The management team, and Chairman and/or CEO in particular, can ensure key points are covered and discussed
  • We suggest that each board member has their own Notes Template. You may want to keep these private, or share them with the rest of the board - depending on how your board likes to operate


You can download as a pdf here

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