How to Prepare for a Board Meeting

One of the best ways to make sure your board meetings are effective and productive is to spend time to prepare. Making preparations for a board session is not only about ensuring you have the proper room and equipment, but also that everyone in your team has the knowledge required for a successful discussion.

Start by establishing the agenda. Making sure that the date and time are established well in advance allows your team time to mark their calendars and plan for attending. You can also distribute the materials to the board in advance so that your board members have plenty of time to examine them prior to the meeting.

During this time it is helpful to think about what topics will be most relevant and important to talk about. You should also think about what you want to accomplish at the end of the meeting. This includes any action items or milestones that must be met. This will help you decide how much time you’ll need allocate to each item, and help keep your meeting on track and on track.

Make a draft schedule and then share it with your executive team, your board chair and any other members of your team. It’s normal for new ideas to be suggested at this point, so you need to be flexible and realistic when balancing new items. Consider parking or putting them aside for another meeting when they don’t appear be appropriate.

It’s important to have a system for recording and distributing minutes. Boardable allows you to distribute minutes and publish them when they are ready. You can also assign tasks to board members and monitor the progress of meetings.