Executive Assistant how-to

How to Take Board Meeting Minutes

Good minutes make decisions and next steps clear.

Updated By the Career Education Institute Curriculum Team
Quick answer

Good minutes make decisions and next steps clear. In short: get; record; capture, then complete the remaining steps below.

Step by step

  1. Get the agenda and attendee list in advance.

  2. Record attendance and start time.

  3. Capture decisions, not every word.

  4. List action items with owners and deadlines.

  5. Clean up and share minutes promptly.

  6. Follow up on action items.

Safety reminders for executive assistants

  • Protect confidential information and use secure systems
  • Set up an ergonomic workstation
  • Follow travel safety and duty-of-care policies
  • Manage stress with clear boundaries

Gatekeeper · Board packet · Minutes · Action item · Itinerary · Time zone management: see the full executive assistant glossary.

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