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Monthly or quarterly · Company secretary, chair, executive assistant

Board meeting agenda and decision register in one sheet

A board meeting has a paper trail obligation that a weekly sync does not. Items must be circulated in advance, directors must know which matters require a resolution, and every resolution must be recorded with its owner and status. Most secretaries do this by hand, in a document that lives separately from the agenda it came from.

Agendair collapses the two. Directors and executives submit items into the Agenda tab ahead of the meeting; the reminder email goes out on your chosen lead time with a submit button, and the program email circulates the full item list — submitter, description, required attendees — before the meeting opens.

Resolutions are then written into the same rows. Closed items fold away, but the register keeps them: after four quarters you can answer 'when did the board approve that, and who owned it' without opening a single minutes file.

Agenda structure

What sits in a board meeting agenda

Row in the sheetHow Agendair handles it
Apologies and conflicts of interestA standing row so it is never forgotten.
Minutes and matters arisingOpen rows from the previous board carry forward automatically.
Financial reportSubmitted with the pack attached to the row before circulation.
Matters requiring a resolutionFlagged by the submitter so directors arrive prepared to vote.
Any other businessLate items still land in the sheet and appear in the program email.
Decision register

The same sheet records what the board meeting decided.

DecisionOwnerStatus
Approve the FY budget as presentedChairClosed
Appoint an external auditor for the coming yearCompany secretaryClosed
Defer the premises decision pending a second valuationCFOPostponed

Closed rows fold out of the default view but are never deleted. The agenda is the register — there is no second document to keep in sync.

Build this kit — $39 once