Monitoring Report Template

Adapted from Reinventing Your Board, Revised Edition

 

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Monitoring Report for Policy XX ____________________

 

Date

 

Entire Policy Included Here for quick reference

 

 

This is my report on your Executive Limitation policy Communication and Support to the Board presented in accordance with your monitoring schedule. I certify that the information contained in this report is true.

 

_____________________ Superintendent

 

This report will monitor the above-references policy, starting at its more detailed provisions and ending with the global provision.

 

POLICY WORDING: include the first policy item after the global statement here

 

 

CEO’S INTERPRETATION

Provide your interpretation of what is meant by the Board’s policy statement

 

 

DATA

Provide Supporting Data

 

I REPORT [choose] COMPLIANCE or a POLICY VIOLATION

If a Policy Violation is reported, identify what the plans and timeline to regain compliance.

 

POLICY WORDING: include the next policy item after the global statement here

 

 

CEO’S INTERPRETATION

Provide your interpretation of what is meant by the Board’s policy statement

 

 

DATA

Provide Supporting Data

 

I REPORT [choose] COMPLIANCE or a POLICY VIOLATION

If a Policy Violation is reported, identify what the plans and timeline to regain compliance.

 

POLICY WORDING: continue to include the next policy item until all are incorporated

 

 

CEO’S INTERPRETATION

Provide your interpretation of what is meant by the Board’s policy statement

 

 

DATA

Provide Supporting Data

 

I REPORT [choose] COMPLIANCE or a POLICY VIOLATION

If a Policy Violation is reported, identify what the plans and timeline to regain compliance.

 

GLOBAL POLICY: Include the global policy statement here

 

 

CEO’S INTERPRETATION

This global policy has been substantially further defined in the board’s subsequent policies XXX though XXX.  However, there remains as yet …. Provide your interpretation of what else is meant by the global statement that has not been covered in the more detailed policy items.

 

 

DATA

Provide supporting data

 

I REPORT [choose] COMPLIANCE or a POLICY VIOLATION

If a Policy Violation is reported, identify what the plan and timeline is to regain compliance.