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The Most Important Steps in Board Meeting Preparation

Board meetings can be time-consuming and complicated, but they can also be made as efficient as possible with some preparation. In this article, we’ll go over the most crucial steps in preparing for a board meeting including preparing an agenda to setting up an effective administrative trail.

Go making a presentation interactive through the minutes from the previous board meeting to determine the primary topics for this meeting. You can ask the board members for their input when you aren’t sure of what issues need to be addressed.

Once you’ve drafted the agenda, you should contact the directors or chairpersons of committees who must submit documents or reports and set deadlines. This will ensure that you have all the details required to address each item in the agenda.

It’s a good idea to be sure to follow up with directors who were given specific tasks at previous board meetings to ensure that they are still in the right direction. This will avoid the possibility that director raises an issue that has already been discussed in a previous meeting, and prevents confusion for everyone.

Put together the board kit or the minutes of the meeting and distribute them to the attendees. You can use a board management software such as Convene to do this, which will save you a lot of time and effort. Alternately, you can distribute the documents via email, and then post the required notices to meet any legal requirements.

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