Board Meeting Success Checklist: 10 Proven Steps to Prepare Like a Pro!
Preparing for a non-profit board meeting is essential for effective participation and decision-making. Here's a list of how a board member can prepare:
Review Meeting Agenda: Read a copy of the meeting agenda in advance to understand the topics and discussions planned for the meeting.
Review Previous Meeting Minutes: Read the minutes of the previous board meeting to refresh your memory on past discussions, decisions, and action items.
Review Financial Reports: Familiarize yourself with the organization's financial reports, including the budget, income statement, and balance sheet, to understand the financial health of the organization.
Review Committee Reports: If applicable, review reports from committees you serve on to understand their activities and any recommendations they may have for the board.
Prepare Questions and Comments: Take notes while reviewing the agenda, minutes, and reports, and prepare any questions or comments you may have for discussion during the meeting.
Research Relevant Topics: If there are specific topics on the agenda that require background knowledge or research, take the time to educate yourself beforehand to contribute meaningfully to the discussion.
Communicate with Leadership: If you have concerns, questions, or suggestions, consider reaching out to the board chair, executive director, or relevant committee chairs before the meeting to address them.
Follow Board Policies and Procedures: Ensure you are familiar with the organization's bylaws, policies, and procedures, and adhere to them during the meeting.
Arrive Prepared: Bring any necessary documents, such as the agenda, meeting minutes, financial reports, and notes, to the meeting for reference.
Fully Fueled and Focused: Eat, use the restroom, bring a jacket (if needed), know where to park and where the meeting room is, and plan to arrive five minutes early so you aren’t in a rush and can greet your fellow board members.
By preparing thoroughly for board meetings, board members can contribute effectively to discussions, decision-making, and the overall success of the organization.