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Review and approve draft minutes through boardpro

In terms of getting minutes from draft to ready for confirmation, I generally do the following

1. download and send via email to the CE (or print hardcopy and manually enter edits).

2. once CE edits are made, once again download and send to the Chair for approval (we don't give admin rights to trustees).

Our auditors asked me last year for the chain of approval prior to going to the Board and I wonder if this is something that might be useful to others and actionable in Boardpro in the improvements road map. 



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  • Sep 13 2018
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