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How To Run A Board Meeting

Run a board meeting by setting a clear agenda, facilitating open communication, making decisive actions, overseeing meeting logistics, and ensuring post-meeting follow-ups.

A board meeting is a formal gathering of the board of directors of a company or organization to discuss and make decisions on various important matters related to the organization’s operations, strategy, governance, and financial performance. These meetings are usually held periodically and provide a platform for board members to review reports, receive updates, evaluate policies and procedures, approve budgets, set goals, and make crucial decisions that impact the overall direction and success of the company. Board meetings are crucial for effective corporate governance and ensuring the board’s fiduciary duties are fulfilled.

What is the purpose of a Board Meeting?

The purpose of running a board meeting as a leader is to provide a platform for effective communication, decision-making, and collaboration among board members. It is an opportunity to set goals, discuss strategies, address challenges, and ensure the overall progress and success of the organization.

How To Run A Board Meeting: Step-By-Step


Step 1: Schedule the Meeting

Deciding on a suitable date and time for all board members involves efficient coordination to accommodate everyone’s schedule. Collaboratively finding a mutually convenient time ensures optimal participation, facilitating effective board meetings and discussions.

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Step 2: Set the Agenda

The detailed meeting agenda will outline the discussion topics, their sequence, and assign specific leaders for each discussion. This ensures a clear structure and effective facilitation of the meeting, promoting productivity and engagement among participants.

Our app, ZipDo, imports all meetings from your calendar and creates a collaborative workspace for each appointment. Here, you and your team can compile a shared meeting agenda, where all team members can add their topics. This ensures that meetings are much better prepared by everyone in your team, making your meetings more efficient. It also simplifies the preparation and follow-up of meetings.

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Step 3: Send Out Invitations

Once the date, time, and agenda for the board meeting are finalized, promptly distribute invitations to all board members. The invitations, sent via email or traditional mail, must indicate the specific date, time, venue (or virtual video link), and comprehensive agenda.


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Step 4: Preparation

Each board member should actively engage in pre-meeting preparations, investing time in reviewing the agenda, pertinent documents, and formulating thoughtful notes or questions, ensuring optimal contribution to the meeting’s objectives.

With ZipDo, our innovative app, preparing for team meetings has never been easier. Meeting organizers have the advantage of accessing all historical data, such as agendas and notes, in a centralized location. This efficiency not only saves time but also ensures thorough discussion of important matters.

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Step 5: Documentation

In order to ensure an accurate and comprehensive record of the meeting, it is essential to assign a dedicated Secretary who will diligently record the minutes. These minutes should encompass all relevant information, such as motions, votes, and the topics that were discussed.

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Step 6: Opening the Meeting

The Chairperson or President will officially start the meeting by extending a warm welcome, providing a brief overview of the agenda, and sharing any important announcements to set the tone for the discussion.

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Step 7: Facilitation

Running through the agenda ensures that every topic is addressed in the designated order, with the assigned person leading each discussion. It helps maintain structure, ensures proper time management, and promotes efficient decision-making during the meeting.

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Step 8: Voting and Decision Making

The importance of decision-making is apparent through the need for timely voting after every discussion. Keeping a record of each vote’s outcome falls under the responsibility of the Secretary, ensuring transparency and accountability in the decision-making process.

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Step 9: Wrap Up

The Chairperson or President will wrap up the meeting by summarizing decisions and outlining next steps, ensuring everyone is clear on the way forward.

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Step 10: Distribution of Minutes

The timely completion and distribution of meeting minutes by the Secretary is crucial to maintain board members’ alignment and ensure up-to-date information dissemination.

ZipDo, our tool, makes the creation and dissemination of meeting minutes straightforward. By importing meetings from the calendar into channels, and inviting team members, everyone gains access. Posting minutes in the workspace ensures immediate availability to all members, keeping the team aligned.

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Step 11: Follow-up

Following a meeting, it is crucial that all agreed tasks or actions are promptly executed. This may entail ongoing communication among board members or completion of individual tasks in preparation for the subsequent meeting.

Questions to ask as the leader of the meeting

1. What are the current challenges or issues facing our organization?

Explanation: This question allows the leader to gain a clear understanding of the current obstacles that need to be addressed. It helps to identify and prioritize the key areas requiring attention during the meeting.

2. What progress have we made towards our goals since the last board meeting?

Explanation: This question helps to track the organization’s performance and ensures that everyone is aligned with the goals set during the previous meeting. It allows the leader to assess the overall progress and identify areas where adjustments might be needed.

3. How are we utilizing our resources effectively?

Explanation: By asking this question, the leader can evaluate if the organization is optimizing its resources – be it time, finances, or manpower. This ensures that resources are utilized efficiently, leading to better productivity and cost-effectiveness.

4. What are the upcoming opportunities in the market or industry?

Explanation: Asking about potential opportunities allows the leader to stay informed about the external environment. It helps identify new avenues for growth or potential threats that need to be considered, ensuring the organization stays competitive and relevant.

5. Are our current strategies and initiatives aligned with our long-term vision?

Explanation: This question helps assess whether the organization’s current actions are in line with its long-term vision. It allows the leader to evaluate if adjustments need to be made, ensuring that decisions are aligned with the organization’s overall direction and objectives.

6. How are we fostering a positive culture within the organization?

Explanation: By asking this question, the leader can evaluate if the organization is creating an environment that encourages collaboration, engagement, and growth. It helps identify areas for improvement to promote a healthy and productive workplace culture.

7. What is the level of customer/client satisfaction, and how can we improve it?

Explanation: This question assesses the organization’s performance from a customer or client perspective. It allows the leader to gauge satisfaction levels, identify areas for improvement, and ensure that the organization is delivering value effectively.

8. What risks or potential challenges should we anticipate?

Explanation: By asking this question, the leader can proactively identify potential risks or challenges that could impact the organization’s operations or growth. It helps in developing contingency plans and strategies to mitigate or overcome those obstacles.

9. How can we enhance communication and collaboration within our teams?

Explanation: This question emphasizes the importance of effective communication and collaboration within the organization. It allows the leader to identify areas where communication might be lacking, leading to better coordination and teamwork.

10. What are other sector leaders doing differently, and can we learn from their practices?

Explanation: By asking this question, the leader can gather insights from other successful organizations within the same sector. It helps identify industry best practices and provides inspiration for innovation and improvement within the organization.

As a leader preparing a board meeting agenda, it is important to be organized and focused. Start by setting clear objectives for the meeting and prioritize the most critical topics. Include all necessary items such as reports, updates, and decisions to be made. Provide relevant background information and set realistic time frames. Keep the agenda concise and distribute it in advance to ensure everyone is prepared and on the same page.

How To Prepare For A Board Meeting
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During a board meeting, it is essential to discuss key topics that require collective decision-making. These may include strategic planning, financial performance and budgets, market analysis, operational updates, new initiatives or projects, risk management, governance matters, and the overall progress towards achieving organizational goals. Effective communication and collaboration are crucial to ensuring that all important matters are addressed and decisions are made in the best interest of the company.

See Our Board Meeting Template
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Software tools to facilitate a Board Meeting

Software helps leaders streamline board meetings by providing a centralized platform for managing agendas, distributing documents, and facilitating discussions. Leaders can easily create and distribute meeting materials, track attendees’ input, and ensure effective communication. This efficient and organized system helps leaders maintain focus, increase productivity, and make informed decisions during board meetings.

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Running an effective board meeting is crucial for the success of any organization. By following the steps and guidelines outlined in this blog post, you can ensure that your board meetings are productive, engaging, and focused on achieving the organization’s goals.

Firstly, setting clear objectives and an organized agenda will keep the meeting on track and ensure that all necessary topics are covered. Second, promoting open and respectful communication among board members fosters collaboration and encourages valuable input from diverse perspectives. Moreover, assigning roles and responsibilities to board members helps to distribute the workload and ensures that everyone is actively involved in decision-making.

Using technology tools, such as video conferencing and presentation software, can make board meetings more efficient and accessible, especially for remote members. Additionally, recording minutes and creating action plans after the meeting ensures accountability and follow-through on decisions and action items.

Remember that board meetings should not be seen as a mere formality, but as an opportunity to strategize, evaluate progress, and make informed decisions. Encouraging ongoing board development and providing training opportunities will enhance the board’s effectiveness and ensure that members are equipped with the necessary skills and knowledge to fulfill their responsibilities.

Lastly, maintaining a positive and constructive atmosphere throughout the meeting is essential for fostering a culture of trust and collaboration. By encouraging active participation, being respectful of different opinions, and emphasizing the importance of constructive feedback, board members will feel valued and motivated to contribute their best to the organization’s success.

In conclusion, running a board meeting requires careful planning, effective communication, and a focus on achieving desired outcomes. By implementing the tips and best practices discussed in this blog post, you can elevate your board meetings to be more efficient, engaging, and impactful for the benefit of your organization.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a board meeting?

The purpose of a board meeting is to enable the board of directors of an organization to discuss and decide on strategic plans, review performance, approve budgets, and address key policy issues relevant to the organization.

How often are board meetings held?

The frequency of board meetings can vary depending on the organization’s bylaws. Some boards may meet monthly, quarterly, or biannually. However, it is a common best practice for boards to meet at least once per quarter.

Who is typically expected to attend a board meeting?

All members of the board of directors are typically expected to attend a board meeting. This can include the Chair, CEO or President, Treasurer, Secretary and other directors. In addition, certain senior members of the organization’s staff may also be in attendance, such as the company Secretary or key heads of departments.

What type of decisions are made at board meetings?

Decisions made at board meetings typically relate to high-level strategic planning, governance, and financial oversight. This can include approving budgets, setting company-wide policies, reviewing and approving strategic plans, and hiring or dismissing a CEO.

Are board meetings open to the public?

Generally, board meetings are not open to the public. However, boards of some not-for-profit organizations or public bodies may be required by law or by their own rules to hold open meetings. When sensitive matters are to be discussed, even these boards may meet in ‘executive session’, excluding the public.

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