Preparing For Your Board Meeting

The process of preparing for your board meeting isn’t an easy task particularly if it’s the first time you’ve attended a board meeting, or if you’re new to the board. However, being prepared for your meeting helps ensure a productive meeting by providing helpful tips and advice from accomplished leaders and strategic counsel. The first step is to make sure that all board members are aware of the agenda and have read the pertinent materials.

The next step is to decide on the objectives of your meeting. This will to guide the discussions and decisions. It’s an excellent idea to look over the minutes from your previous meeting, since it will reveal the progress you made and provide information on what should be discussed at the next meeting.

Lastly, be purposeful in selecting your meeting’s agenda items. Your board will be able to run the meeting more efficiently if they prioritize the most important issues first. This also helps avoid the meeting becoming stuck with the less important items. Furthermore, ensure that each agenda item is clearly framed as an opportunity to provide information or get more information and not simply to make a decision.

Send the agenda to your board far enough in advance so that everyone has plenty of time to read and then review it. This is especially crucial for in-person or virtual meetings which require quorum attendance. Inspect the members of the executive team responsible for reporting and ensure they have the necessary materials.