Two digital products that capture every motion, every vote, and every commitment — so your board always has the record it needs.
Without a searchable record, answering that takes 20 minutes of digging. These tools answer it in 30 seconds — exact wording, vote count, and who moved it.
Someone committed in March. It's June. Nobody followed up. The database auto-flags everything overdue in red — without any manual work on your part.
The PDF notepad pre-structures every section so you're never improvising under pressure. Pick up a pen. Every field you need is already there.
One professionally designed sheet with every section a board secretary needs — pre-structured so nothing gets missed, no matter how fast the meeting moves.
An 8-tab Excel workbook that becomes your board's permanent, searchable record. Every tab feeds the others — enter a meeting once and the whole workbook updates automatically.
| Date | Type | Chair | Quorum | Motions |
|---|---|---|---|---|
| Jun 25, 2026 | Regular | J. Smith | Yes | 3 |
| Mar 19, 2026 | Regular | J. Smith | Yes | 2 |
| Jan 15, 2026 | Regular | J. Smith | Yes | 2 |
| Sep 17, 2025 | Special | J. Smith | No | 0 |
| Action | Owner | Due | Status |
|---|---|---|---|
| IT vendor quotes | L. Anderson | Mar 1 | Overdue |
| Update COI policy | J. Smith | Jul 15 | Open |
| Schedule Sept mtg | J. Smith | Jul 1 | Open |
Every section reflects what secretaries actually capture in real meetings — not what looks good on a generic template. Produced by Execution Creative LLC.
Buy once, print forever on any printer or at any copy shop. Share with other board members at no extra cost. Covers all boards you personally serve on.
Excel 2016+, Microsoft 365, or Google Sheets. No macros, no add-ins, no IT setup. Open and start entering data today. Instructions built into the workbook.
Meeting IDs, motion numbers, attendance rates — every tab connects. Enter a meeting once and counts, rates, and dashboard stats update everywhere.
Exact wording. Who moved. Who seconded. The vote split. The outcome. Every motion preserved permanently — including failed and tabled ones.
Files arrive the moment payment clears. No account required. If either product doesn't work within 30 days, email us for a full refund.
The PDF notepad for capturing during meetings. The database for your permanent searchable archive. Together: a complete system from walk-in to long-term record.
Choose the product that fits where you are — or get both for the complete system.
Both products · 30-day money-back guarantee · Produced by Execution Creative LLC