Preparing For Your Board Meeting

The preparation for your board meeting is a crucial job that can be a bit daunting especially if you’re a new board member or have no experience in board meetings. Being prepared for your board meeting will help ensure that you get useful insights and suggestions from experienced leaders and strategic counsel. The first step is to ensure that everyone on the board is familiar with the agenda and have read the relevant materials.

The next step is to determine the goals of your meeting. This will guide your board’s discussions and decisions. Reviewing the minutes of your last meeting will allow you to see what changes were made and what should be discussed.

Lastly, be purposeful in selecting your meeting’s agenda items. Your board will be able to run the meeting more efficiently if you prioritize the most important issues first. This also helps to avoid the meeting getting stuck with the less important items. Also, every item on the agenda should be clearly laid out to allow for information or find information rather than just to make a final decision.

Be sure to send your board agenda out at a sufficient time in advance so that everyone has ample time to review and read it. This is particularly crucial for in-person or virtual meetings that require quorum attendance. Be sure to check in with members of the executive team that are responsible for reporting and ensure they have the necessary materials.

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