Preparing For Your Board Meeting With a Board Management Platform

Preparing for your board meeting may seem daunting, but putting in some time upfront will ensure an easier and more efficient board meeting. Utilizing a board management platform or a board portal software can make the process of planning meetings and organizing the materials needed for it much simpler and will save you some time in the long run.

This will ensure that every person who comes at your board meetings will be as productive and prepared as they can. This is particularly important for directors who are brand new or observers who might not be familiar with the company’s board and committee structure.

The best way to start is to look over the minutes of the last board meeting and determine what was discussed, what’s left to discuss and how you can design the agenda for the upcoming board meeting. This will help you narrow on the main goals for this meeting and allows you to create an agenda that will help you achieve those goals.

It’s also an excellent idea to mail out invitations to board meetings and to confirm RSVPs. This will ensure that the correct participants are present and are able to attend. This includes remote participants.

Then it’s time to go through any reports or documents that committee chairpersons as well as the executive team and other stakeholders prepared in advance. This will decrease the amount of work for the board’s secretaries and ensure that all the needed materials are in the package for board meetings.

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