How to use the Board pack outline template

Start a board from it
Use this template opens a new Freero board with the Board pack outline template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Board pack outline”.
Follow the instruction on the board
“Write the decisions you need first and build the pack around them. Send it five working days before the meeting, with the headline on page one.”
Fill in each part
- What is the headline since the last meeting?
- Which numbers will the board see? The same few metrics every time, against plan.
- What is going well and what isn’t?
- Which risks should the board know about?
- What decisions do we need from the board?
- Who writes each paper, and by when?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Board pack outline board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Trustee board meeting
Run a nonprofit board meeting that decides things: declarations, the director’s report, finances, risks and the decisions needed today.
Decision log
A running table of decisions: what, why, who decided and when to revisit it.
Consent decision round
Make a decision people can live with in one meeting: a proposal, questions, reactions, objections and a better version.
Decision matrix
Compare options on weighted criteria: score each 1–5, multiply by the weight, add it up.
Pros, cons and fixes
Weigh one option properly: list its pros and cons, then look for fixes that keep the pros while removing the cons.
Quarterly business review
Review a quarter with a customer or leadership: results against goals, what moved them, risks and the bets for next quarter.