How to Prepare for a Board Meeting

Preparation is the best way to ensure that your board meetings are productive and effective. Preparing for a meeting isn’t only about ensuring you have the right space and equipment, but ensuring that your entire team has the information they require to be able to engage in a productive discussion.

Start by establishing the agenda. The date and time set in advance gives your team time to mark their calendars and plan for attending. This also lets you mail out materials to board members prior to the meeting, so that your board members can review them before the meeting.

During this time it’s a good idea to consider what topics will be most relevant and essential to discuss. Also, think about what you want to accomplish at the meeting, and include any action items or milestones to complete. This will help you determine the amount of time you should allocate for each item and help you keep your meetings focussed and on target.

Create a preliminary agenda and distribute it to the board chair and executive as well as any other stakeholders you have in the mix. In most cases, new items are suggested at this moment, so it’s essential to be flexible and realistic about how you handle new items. If you don’t think any of the items are appropriate for the meeting, think about taking them off the agenda or putting them away for a later board meeting.

It’s essential to have a system in place for recording and disseminating minutes. With Boardable, it’s easy to publish and distribute minutes while they are still fresh. You can also assign board members tasks and monitor their progress between meetings.

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