How to Prepare for a Board Meeting

One of the most effective ways to ensure that your board meetings are efficient and productive is to take time to plan. Making preparations for a board session isn’t just about making sure that you have the right space and equipment, but ensuring that everyone in your team has the information they require to be able to engage in a productive discussion.

Start with setting the agenda. Set the date and time well ahead of time so that your team has enough time to plan their attendance and mark their calendars. You virtual data room can also send out the materials for your board well in advance so that board members will have plenty of time to go over them prior to the meeting.

During this time it’s beneficial to ask yourself what topics will be most relevant and necessary to discuss. It is also important to think about what you want to accomplish at the meeting, as well as any milestones or actions to meet. This will help you determine how much time to allot to each item and will help you keep your meetings focused and on the right track.

Create a plan of action and distribute it to the executive and chair of the board and any other stakeholders in the mix. It’s common for new items to be suggested during this time, so you must be flexible and realistic when it comes to balancing new items. If there are items that don’t appear appropriate for the meeting, think about taking them off the agenda or putting them away for a different board meeting.

In the end, it’s crucial to have a system in place for recording and dispersing minutes. Boardable allows you to distribute minutes when they’re ready. You can also assign board members tasks and track their progress between meetings.