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Creating an Effective Board Meeting Agenda

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A well-planned agenda for a board meeting sets the tone and ensures the meeting meets its objectives. It establishes the logical flow of topics and provides the space to discuss ideas that are new. The strictness of the agenda items prevents off-topic discussions and ensures all important topics get sufficient time. The order of agenda items also reflects the importance each topic plays for the success of the organization.

Begin the meeting by discussing first the most difficult topics. This strategy helps to stimulate the board and keeps their minds sharp and makes them feel better prepared to tackle other important topics.

In this segment department and committee heads will present important updates and reports. The executive director usually presents the first report to be followed by any relevant committee reports. These reports give the board complete information about the organization and help them make sure that their decisions are aligned to their strategic goals.

Board members can bring surprising insights to discussions. If they are not explored, it could result in wasted opportunities and poor decision-making. On the agenda is this open floor session encourages participation and enables a range of perspectives that can lead to more balanced outcomes.

Based on the size of your board, think about the possibility of a predetermined amount of time per agenda item. This will limit the duration of discussions and let you know whether or not it’s appropriate to assign an item to a different committee. This is particularly helpful for time-sensitive issues that require an immediate decision.

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