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 |
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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 |
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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).
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