Follow-Up Memos

The follow-up memo documents what was decided, what was deferred, what questions were raised and by whom, and what commitments management made in the room. It is not the minutes — that is the board secretary's domain. It is the management team's written acknowledgment of what happened and what they intend to do about it. The follow-up memo should land within forty-eight hours of the meeting while the discussion is fresh and the expectations are unambiguous.

## Board Follow-Up Memo — Template

TO: Board of Directors
FROM: [Name / Title]
DATE: [Within 48 hours of meeting]
RE: Follow-Up — [Meeting Date] Board Meeting

DECISIONS MADE
[Item]: Approved / Not Approved / Deferred to [date]
[Item]: Approved with conditions — [specific conditions]

QUESTIONS RAISED (REQUIRING MANAGEMENT RESPONSE)
[Question raised by board member / committee]:
  Response due: [date]
  Owner: [name]

ACTION ITEMS
[Action]: Owner: [name] — Due: [date]
[Action]: Owner: [name] — Due: [date]

ITEMS DEFERRED
[Item]: Deferred to [meeting date] — [reason for deferral]
  Additional materials required: [description]

This memo is for management tracking purposes. Official decisions
are recorded in the minutes prepared by [Board Secretary name].