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Corporate & Governance

Free Excel templates for boards and governance — meeting agendas, steering committee reports, OKR trackers, balanced scorecards and annual report summaries to run governance professionally.

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48 templates
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8 templates
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21 templates
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17 templates
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24 templates
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HR & Workforce Management

43 templates
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36 templates
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39 templates
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28 templates
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40 templates
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28 templates
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21 templates
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19 templates

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18 templates
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21 templates
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21 templates
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21 templates
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21 templates
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24 templates
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Non-Profit & Social Organizations

20 templates
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Board Meeting Agenda
Board Meeting Agenda
Professional board meeting agenda with action item tracking.
Steerco Report Template
Steerco Report Template
Steering committee report template for executive presentations.
Quarterly Review Dashboard
Quarterly Review Dashboard
Executive quarterly review dashboard with KPI tracking.
Board Action Items Register
Board Action Items Register
Track board meeting action items, ownership, due dates and status
Annual General Meeting Agenda
Annual General Meeting Agenda
Structured AGM agenda template with agenda items presenters time slots resolutions voting outcomes and decisions
Committee Meeting Minutes
Committee Meeting Minutes
Record minutes decisions and action items across all board committees including audit risk HR finance and ESG
AGM Action Tracker
AGM Action Tracker
Track all Annual General Meeting resolutions and actions with responsible party due dates filing requirements and completion status
Board Resolution Register
Board Resolution Register
Maintain a register of all board resolutions with date meeting type subject proposer status and ROC filing reference

Frequently Asked Questions

What should a board reporting pack include?

Typically a meeting agenda, a performance scorecard against key metrics, decisions required, and an action log carried forward from previous meetings. The formats on this page cover these building blocks.

How do I track board meeting action items in Excel?

Keep one action log with columns for the action, owner, due date, status and the meeting it came from, then review it as a standing agenda item — nothing gets lost between meetings.

What is a SteerCo report format?

A steering committee (SteerCo) report is a concise status pack — progress, risks, decisions needed — used to keep senior stakeholders aligned on a programme. A ready Excel format keeps it consistent every cycle.

Are these board reporting templates free?

Most templates on this page are free with instant download and no sign-up. Any premium template is clearly marked with its price.

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HR to Construction to Non-Profit — 20 categories covered.

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