To make this simple and effective, we’ll use a mix of:
- ✅ Printable Forms (for in-person or PDF storage)
- 🧾 Digital Logs (ACF, Google Sheets, or FluentForms)
- GoogleForm to Submit completed Minutes, this will create a saved record.
- FluentForms, to provide consistent branding and such.*
- 📅 Templates for Monthly & Quarterly Meetings
📁 1. What We’ll Want to Prepare for Meetings
Here’s a list of materials to prepare, print, or upload in advance:
🔹 For Every Meeting
- 📝 Meeting Agenda Template
- 📄 Attendance Sheet / Sign-In
- 📘 Minutes of Last Meeting
- 📋 Checklist of Action Items from Last Meeting
- 📤 Current Updates Form (Finance, Curriculum, Enrollment, etc.)
🔹 Monthly Meeting Focus (Team, Curriculum, Instructors)
- Curriculum development updates (per course or subject)
- Enrollment stats
- Instructor onboarding or training status
- Course status checklist (use your A/B/C + “in progress” fields)
- Parent feedback reports (if any)
🔹 Quarterly Meeting Focus (Board-Level)
- Budget & financial report summary
- Policy updates
- Accreditation progress
- Strategic goals checkpoint
- Elective additions or cuts
- Any decisions needing a vote
🧾 2. Forms & Trackers to Set Up
These can be done digitally (Google Forms, FluentForms) or printable PDF templates:
| Tool | Purpose |
|---|---|
| ✅ Board Decision Log | Record of what was voted on and when |
| ✅ Meeting Agenda Form | Fill out before meetings (auto-share w/ attendees) |
| ✅ Curriculum Status Checklist | Track each course’s build-out status |
| ✅ Placement Review Request Tracker | Monitor requests, reviews, and outcomes |
| ✅ Parent Feedback Log | Anonymous or open comments that arise |
| ✅ Staff & Volunteer Hours Tracker | Document contribution time for grants or scaling |
🧩 3. Templates You Should Have (I’ll Help You Build Them)
- 📋 Monthly Meeting Agenda Template
- 🗓️ Quarterly Planning Template
- ✅ Board Approval Checklist
- 📄 Meeting Minutes Template (Date, Attendees, Topics, Actions)
- 📊 Curriculum Status Spreadsheet (Course | Track | Status | Assigned To)
- 🧾 Accreditation Progress Checklist
💡 Optional: Centralized Meeting Binder (Digital or Print)
Create a Board & Planning Binder in:
- Google Drive
- Notion
- PDF binder on your “Frameworks” site under
/meetings
It can include:
- Tabs: Agendas | Minutes | Financials | Policies | Curriculum Updates | Contact Info
- Shared access for team (or print for quarterly deep review)