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How to Prepare for a Board Meeting

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One of the best ways to make sure your board meetings are effective and productive is to take the time to plan. When you are preparing for a board discussion, it’s important to ensure you have the right equipment and space. It is also important to ensure that your team has the knowledge required.

Create the agenda first. Getting the date and time established in advance gives your team the chance to mark their calendars, and plan to attend. This also lets you mail out materials to board members in advance, so your board members have time to read them prior to the meeting.

It is helpful to ask yourself, during this time, which issues are the most important and relevant to discuss. Also, think about what you hope to achieve at the end of the meeting. This includes any milestones or action items which need to be accomplished. This will help you decide how much time to allocate to each item, and keep your meeting organized and on track.

Create a plan of action and share it with the executive and board chair and any other stakeholders in the mix. Often, new items will be suggested at this stage, so it’s crucial to be flexible and realistic about how you balance new items. If any items don’t seem appropriate for the meeting, you might consider parking them or leaving them to another board meeting.

In the end, it’s crucial to have a system in place for recording and dispersing the minutes. Boardable makes it simple to distribute and publish minutes as soon as they’re in place. You can assign tasks to board members and track their progress throughout meetings.

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