How to Prepare for a Board Meeting

Preparation is the best way to ensure that your board meetings are efficient and efficient. Preparing for a meeting is not only about ensuring you have the proper room and equipment, but also ensuring that everyone on your team has the information they require to have a successful discussion.

Create the agenda first. Setting the date and time established well in advance allows your team members time to mark their calendars, and plan for attendance. You can also send out the materials for your board well in advance so that board members will have ample time to review them prior to the meeting.

In this period, it’s helpful to think about what topics will be most relevant and essential to discuss. It is also important to consider the goals you’d like to achieve at the end of the meeting. This includes any action items and milestones that must be achieved. This will help you determine how much time to allot for each item and help keep your meetings focused and on the right track.

Create a rough schedule and then share it with your board chair, executive team and any other people who are involved. It’s normal for new topics to be proposed at this stage, so you must be flexible and realistic when it comes to balancing new ideas. If any item doesn’t seem appropriate for the meeting, you might consider parking them or leaving them for a later board meeting.

It’s crucial to have a system for recording and distributing the minutes. Boardable makes it easy to distribute minutes and publish them in the moment they are ready. You can assign tasks to board members, and monitor the progress between meetings.