How to Prepare for a Board Meeting

The best method to prepare is to ensure that your board meetings will be productive and effective. The preparation for a board meeting isn’t just about making sure that you have the appropriate room and equipment, but also ensuring that your entire team is equipped with the necessary knowledge to have a successful discussion.

Start by establishing the agenda. Set the date and time well ahead of time so that your team has time to plan their attendance and mark their calendars. This also allows you to mail out materials to board members prior to the meeting, so that your board members have time to read them prior to the meeting.

During this time it is helpful to determine what topics are most relevant and important to talk about. It is also important to consider what you hope https://board-management.blog/must-have-documents-for-the-board-meeting-preparation to achieve at the meeting. This includes any action items and milestones that must be achieved. This will help you decide the time allotted for each item and help you keep your meetings focused and on track.

Create a preliminary agenda and distribute it to the executive director and the chair of the board and any other stakeholders in the mix. Often, new items will be proposed at this point, which is why it’s important to be flexible and realistic in how you deal with new ideas. If there are items that don’t appear appropriate for the meeting, think about placing them in a storage space or leaving them for another board meeting.

It’s essential to have a system in place for recording and distributing minutes. Boardable allows you to distribute minutes and publish them once they’re in place. You can also assign tasks to board members, and monitor the progress of meetings.