Board & Council Report Template

A print-ready template for board and council meeting reports: an executive summary with a Red/Amber/Green key and decisions requested, strategic objectives and KPIs with named owners, initiatives and budget (with a GASB 103 note for councils), risks, and a six-point readiness check. Built so the numbers come from your live plan, not a spreadsheet rebuilt the night before.

Written for the person who assembles the packet: a performance analyst, a city manager's chief of staff, a clerk, or the department head who inherited reporting when someone left. It assumes no software and no dedicated performance office — you can fill it in by hand this cycle.

How to use it. Fill the six sections in order, starting with the executive summary, because for some board members that is the only page they read. Then mark every field you had to re-type from another system. Those marks are your automation list: each one is a number a platform should be pulling for you instead.