Free Trust Board Action Log Template
Trustee Action Log
This log is designed to systematically record and track essential details of actions taken by trustees. It provides a structured approach to document decisions, actions, responsible parties, and their statuses, ensuring thorough follow-up and accountability.
Prepared by: [Your Name]
Date: [DATE]
Log Overview
|
DATE |
ACTION DESCRIPTION |
DECISION MADE |
RESPONSIBLE PARTY |
STATUS |
|---|---|---|---|---|
|
2050-01-15 |
Approval of annual budget |
Budget approved with adjustments |
Finance Committee |
Completed |
|
2050-02-10 |
Selection of new investment advisor |
Investment advisor appointed |
Investment Committee |
In Progress |
|
2050-03-05 |
Review of trust assets |
Assets reallocated |
Asset Management Team |
Completed |
|
2050-04-20 |
Approval of charity donations |
Donations approved |
Trustee Board |
Resolved |
|
2050-05-18 |
Policy update on conflict of interest |
New policy adopted |
Governance Committee |
Completed |
Notes
-
Date: The date on which the trustee action was taken or the decision was made.
-
Action Description: A brief description of the action or decision taken by the trustees.
-
Decision Made: Details of the decision or outcome from the trustee action.
-
Responsible Party: The individual or team responsible for implementing or following up on the trustee's decision.
-
Status: The current status of the action (e.g., Completed, In Progress, Resolved, Pending).
