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How To Run A Digital Board Meeting

To run a digital board meeting, prepare a clear agenda, ensure the technology is functional, maintain professionalism, facilitate effective communication and engagement, and document and follow-up on the decisions made.

A Digital Board Meeting is an innovative, technology-facilitated gathering where board members and key stakeholders collaborate, converse, and make decisions using digital platforms and tools. This form of meeting can occur regardless of geographic location, allowing real-time or asynchronous communication. It leverages technologies like video conferencing, digital agendas, virtual collaborative workspaces, real-time voting tools, and secure file sharing to enable smooth, effective exchanges of information and decision-making. Its key benefits include cost-effectiveness, time-efficiency, inclusiveness, and easier record-keeping with enhanced security and privacy.

What is the purpose of a Digital Board Meeting?

Running a digital board meeting as a leader allows for effective decision-making, collaboration, and communication amongst the members. It provides a platform to discuss important issues, share updates, and ensure everyone is on the same page. Additionally, it saves time and increases efficiency by eliminating the need for physical meetings, enabling seamless remote participation.

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


Step 1: Schedule the Meeting,

To organize a digital board meeting, the initial step involves setting a convenient date and time for all attendees. You can streamline this process by utilizing a digital tool – this could be a shared calendar allowing visibility of each attendee’s availability, an email thread discussing possible slots, or a meeting scheduler app specifically designed to coordinate several schedules. These tools considerably reduce the associated hassle of planning.

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Step 2: Choose a suitable platform,

The meeting organizer should thoughtfully select a digital platform that suits their needs, basing this decision on factors like the maximum participant capacity, functionality, and security measures offered by choices like Zoom, Microsoft Teams, or Google Meet. The choice should also resonate with the participants’ tech savviness and comfort level.

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Step 3: Prepare the Agenda,

Identify essential topics for discussion, construct a succinct, clear agenda, ensuring crucial points are included and distribute it among participants well in advance, ensuring ample time for meeting prep. Don’t forget to combine any necessary pre-reading materials or reports for thorough understanding.


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Step 4: Send Invitations,

Invitations are a crucial part of any meeting. They should meticulously detail the date, time, and contain a link to the online platform where the meeting will take place. Also, they should include a comprehensive agenda highlighting key discussion points. To ensure sufficient preparation time, these invitations need to be dispatched significantly in advance. This improves the productivity and efficiency of the meeting by letting attendees understand and prepare for the topics on the agenda beforehand.

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Step 5: Set up the Digital Board,

Before the meeting commences, it’s crucial to prepare your digital board with all necessary materials. This preparation can encompass the loading of slides, documents, spreadsheets, and images or any other multimedia that will be relevant to the meeting’s discussions. Doing this well in advance will ensure the meeting runs smoothly and efficiently, and participants can easily follow and contribute to the discussion, without having to deal with technical glitches or interruptions caused by missing or misplaced materials.

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Step 6: Run the Meeting,

Initiate the meeting promptly at the agreed time, making sure every participant has a clear understanding of the meeting’s agenda. As the facilitator, it is crucial to guide everyone effectively through the meeting’s agenda points. It’s equally important to guarantee all attendees are well-informed about the functionalities and ways to make use of the digital platform being used. One’s role as a leader also includes ensuring that discussions remain targeted, focused, and adhering strictly to the topic at hand, preventing any unnecessary deviations or off-topic conversations that could potentially disrupt the meeting’s flow and efficacy.

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Step 7: Manage Participation,

A successful meeting leans on effective communication methods. Always encourage each participant to share their ideas and feedback to promote diverse perspectives. Maintain meeting decorum by effectively managing interruptions, and ensure equal speaking opportunities for everyone. This promotes inclusion and maximizes productivity.

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Step 8: Document the Meeting,

Designate an individual in your team to handle minute taking or opt for a digital transcription service. This is an essential step to maintain a clear record of critical decisions, task assignments, and respective timelines. Such records serve as a valuable reference, ensuring accountability and tracking progress effectively.

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Step 9: Follow Up,

After the meeting concludes, ensure you disseminate the minutes or meeting recording to all attendees. Alongside this information, include any identified action steps or individual assignments. This significant step fortifies a shared understanding of the meeting content and crystallizes next steps, ensuring everyone knows what to do moving forward.

Questions to ask as the leader of the meeting

1. What are the key objectives of this digital board meeting?
– To clarify the purpose and set clear goals for the meeting, ensuring everyone is focused on the desired outcomes.

2. What progress has been made since the last board meeting?
– To understand the advancements that have been achieved, assess any potential obstacles, and track the overall progress of ongoing initiatives.

3. What challenges or obstacles are the team currently facing?
– To identify and address any barriers that may be impeding progress, and devise strategies to overcome them.

4. What opportunities or new initiatives should be considered?
– To explore potential growth areas or innovative ideas that could drive business success, and evaluate their feasibility and potential impact.

5. What are the key performance indicators (KPIs) and metrics we should track?
– To ensure that the board is monitoring relevant data and metrics, enabling them to make informed decisions based on accurate information.

6. How are the organizational values and mission statement being upheld?
– To ensure that the company’s values and mission remain central to decision-making and guiding the organization’s actions.

7. What updates or recommendations do individual board members have?
– To encourage active participation and gain diverse perspectives from board members, allowing for a holistic assessment of the organization’s situation.

8. Are there any risks, legal compliance issues, or regulatory matters that need to be addressed?
– To ensure the business operates within the legal and regulatory framework, and preemptively manage any potential risks and compliance challenges.

9. How can we enhance communication and collaboration among the board and management team?
– To foster a more effective and efficient flow of information, feedback, and decision-making processes within the organization.

10. What steps need to be taken to achieve the agreed-upon objectives?
– To establish clear action plans and assign responsibilities, enabling the board to track progress and hold individuals accountable.

11. How can we enhance diversity and inclusion within the organization, both in terms of leadership and across the workforce?
– To drive a culture of diversity and inclusivity, recognizing the benefits it brings with regards to innovation, employee engagement, and broader market reach.

12. Are there any emerging technology trends or digital advancements that we should consider adopting?
– To stay ahead of the curve and evaluate how advancements in technology may impact the organization, and explore potential opportunities for digital transformation.

13. How can we ensure that the decisions made during this meeting are effectively communicated and implemented across the organization?
– To have a clear plan for disseminating important decisions and actions to relevant stakeholders, ensuring alignment and successful implementation.

14. What feedback or evaluation mechanisms should be in place to monitor the effectiveness of our decisions?
– To establish a structured framework for evaluating the impact and success of decisions made by the board, and allowing for continuous improvement.

15. How can we foster a culture of continuous learning and development for the board and management team?
– To encourage ongoing personal and professional growth, keeping board members and the management team up to date with industry trends and best practices.

These questions are vital for a leader to ask during a digital board meeting as they promote effective decision-making, alignment, progress tracking, risk management, and overall strategic planning for the organization.

Learn how to prepare a Digital Board Meeting

As a leader, preparing a digital board meeting agenda requires careful planning and organization. Start by identifying the key topics or issues to be discussed, prioritizing them based on importance. Include relevant documents or presentations for each agenda item, and set clear objectives and timeframes. Share the agenda well in advance to allow board members to come prepared and make the meeting more efficient.

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Want to increase your meeting productivity? Use our meeting template to kickstart your next meeting.

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Software tools to facilitate a Digital Board Meeting

Software provides numerous advantages for leaders to efficiently run digital board meetings. It enables them to create and distribute agendas, collaborate in real time, and easily track action items. With features like screen sharing and video conferencing, software ensures seamless communication, enhances decision-making processes, and promotes productive discussions, regardless of geographic locations.


Running a digital board meeting successfully is a multi-faceted task that merges the realms of technology, communication, and effective management. It’s imperative that as we continue to operate in a progressively digital world, leaders understand not only the mechanics of digital meetings but also grasp the nuances of conveying meaningful communication through a different channel. By preparing effectively, implementing well-structured agendas, using the right technological tools, ensuring security and privacy, and involving all members, your digital board meeting can be as efficient, participatory, and results-oriented as traditional ones. Embrace the advantages that this digital age has to offer and let every digital board meeting be a representative of growth, understanding, and a step towards a technologically adept future.


What equipment or tools are needed for a digital board meeting?

For a successful digital board meeting, each participant needs a computer or smartphone, a stable internet connection, and access to a video conferencing platform such as Zoom, Microsoft Teams, or Google Meet. You may also need a digital board portal software for sharing and collaborating on documents during the meeting.

How can we ensure the security of our Digital Board Meeting?

The security of a digital board meeting can be ensured by using encrypted video conferencing tools, requiring passwords for meeting entry, not publicly sharing the meeting link, and utilizing secure platforms for document sharing. A dedicated IT support can be handy to resolve any security or technical issues that may arise.

How can we boost participant engagement in a digital board meeting?

Utilizing tools for live polling or Q&A during the meeting can boost participant engagement. Also, ensuring that the meeting is structured with well-defined agenda and time for discussing each point can maintain participants’ attention. Encouraging participants to use their video helps to create a more personal connection.

How long should a digital board meeting last?

The length of a digital board meeting can vary depending on the agenda, but it is recommended to not exceed 2 hours. Long meetings can lead to participant fatigue, especially in a digital environment. If a longer meeting is necessary, make sure to include short breaks.

Can a digital board meeting be recorded for future reference?

Yes, most video conferencing platforms provide an option to record the meeting. However, the consent of all participants should be taken before recording, and proper measures should be put in place to secure the recordings to protect sensitive information.