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BOARD NOTES published by the Board of Professional Responsibility of the Supreme Court of Tennessee Summer 2014 Inside: 2 Spotlight: Tennessee Lawyers Fund for Client Protection: When a Client is

How to fill out board notes

How to fill out board notes:

1. Start by writing down the date and time of the meeting at the top of the page.
2. Create headings or sections for different topics or agenda items discussed during the meeting.
3. Use bullet points or numbering to jot down key points, decisions, action items, and any important information discussed.
4. Write legibly and use abbreviations or symbols to capture information quickly.
5. Review and organize the notes after the meeting, adding any necessary details or clarifications.
6. Share the board notes with the relevant stakeholders or participants to ensure everyone is on the same page.

Who needs board notes:

1. Board members: Board notes serve as a reference for board members to remember the discussions, decisions made, and action items assigned during the meeting.
2. Executives and management: Board notes provide executives and management with an overview of the discussions and decisions made by the board, helping them understand the direction and priorities of the organization.
3. Support staff: Board notes can be useful for support staff such as administrative assistants or secretaries who are responsible for organizing and scheduling board meetings, as they can use the notes to follow up on action items or update the organization's records.

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What is board notes?

Board notes are documents that summarize the discussions, decisions, and actions taken during a board meeting.

Who is required to file board notes?

Board members, secretaries, or designated individuals responsible for record-keeping are typically required to file board notes.

How to fill out board notes?

Board notes should be filled out by accurately capturing the important points discussed, decisions made, and action items assigned during the board meeting.

What is the purpose of board notes?

The purpose of board notes is to document and memorialize the proceedings of a board meeting for future reference and compliance purposes.

What information must be reported on board notes?

Board notes should include details such as meeting date, attendees, agenda items, key discussion points, decisions made, and action items with responsible parties and deadlines.