Tips for Board Meeting Preparation

To ensure that everyone is on the identical page, it’s vital to prepare well for board meetings. These tips will help to create a meeting format that is consistent, and will yield the best outcomes every time your board meets.

In the time before the meeting, it is crucial to review the minutes of the previous board meeting. The director should be asked to provide any materials or reports that should be included on the agenda. Determine the chairperson’s preferences for the presentation and organization within the board’s books. Some people prefer a greater amount of detail, while others prefer a more standard “dashboard approach”.

Prioritizing one or two key agenda items for each meeting is a good general rule of thumb to avoid clogging meetings with long reports and other topics that are routine. Also, try to avoid scheduling more than 30 minutes for each agenda item so that you can give each topic sufficient time.

Invite external board members to board meetings. They are able to bring new perspectives and fresh ideas. It could cost more to invite independent board members but the advantages and outsider perspectives they provide are often worth the cost.

Finally, be sure to note the major decisions that are being taken during the meeting so that all directors can clearly be able to identify and either agree or disagree with the decision. It is also a good idea to assign department heads to each decision, so they can relay the outcomes of the meeting to their teams.

board meeting preparation

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