AI workflows for board and governance support.
Preparing board meetings and their paperwork: agendas, packs, minutes and follow-up actions.
Who does this work
- Corporate secretary
- Board relations manager
- Board administrator
2 workflow templates ready to adapt, and 4 workflows identified.
Updated
Examples of the workflows identified
- Draft the board minutes
- Prepare the board meeting pack
- Prepare a new director's induction packIllustrative
- Track board actions to completion between meetingsIllustrative
The workflows identified
Marked illustrative: an example of the work, identified, with no workflow template yet.
Prepare a new director's induction packAssembles the governing documents, recent minutes, strategy, financials, committee roles and the calendar into one indexed pack, with the briefings to schedule.Illustrative · not built yet
Track board actions to completion between meetingsKeeps the list of actions agreed at each board meeting with owners and due dates, drafts reminders and shows the status for the next meeting's matters arising.Illustrative · not built yet
Workflow templates
Request this workflow
Tell us the board and governance support work you need and the team that does it, and we build the workflow with you from your own procedures.
Where to go next
All of executive and office supportEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.
Other areas of executive and office support