Preparing For Your Board Meeting

Preparing for your board’s meeting is a critical task that may seem overwhelming especially if you’re a new board member or are unfamiliar with board meetings. However, being prepared for your meeting can ensure that your meeting is productive and includes helpful tips and advice from accomplished leaders and strategic counsel. The first step is to make sure the board members have received and read the relevant materials and are aware of the agenda items.

The next step is to determine the purpose of your meeting. This will to guide the discussions and decisions. Reviewing the minutes of your last meeting will help you see where the progress was made and what issues need to be discussed.

The last thing to do is choose your agenda items carefully. Putting the most important subjects first will allow your board to get through the meeting efficiently and avoid getting bogged down in less important topics. Also, each item on the agenda must be clearly framed to permit information or to search for information instead of just to make a definitive decision.

It is important to send the agenda of your board well in advance so that everyone has plenty of time to read and then review it. This is particularly important for in-person or virtual meetings which require quorum attendance. Make sure to check in with the members of the executive team who are responsible for reporting and make sure they have all the required documents.

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