Yes, we all have too many let's at least stay organized! → Discover ZipDo

How To Run A Smart Board Meeting

Construct a clear agenda, encourage active participation, make decisions efficiently, and maintain clear, concise communication to run a smart board meeting.

A Smart Board Meeting is a modern, technology-driven meeting process that utilizes an interactive smart board, a digital whiteboard that can display computer images, to facilitate presentations, discussions, and collaboration. It provides real-time sharing of information, allows participants to add, delete, and/or alter content directly on the screen, and integrates multi-media content like videos and images. It enhances engagement, participation, and creativity in the meeting, and promotes efficient decision-making by producing clear and comprehensible visual data. Furthermore, it enables virtual meetings by connecting with remote participants, offering a more flexible, convenient, and eco-friendly option for businesses.

What is the purpose of a Smart Board Meeting?

Running a smart board meeting as a leader helps to facilitate effective communication and collaboration among team members. It allows for real-time sharing of information, interactive presentations, and seamless access to relevant data. By utilizing a smart board, leaders can enhance productivity, drive innovation, and make informed decisions that lead to better outcomes for the organization.

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


Step 1: Planning the Meeting

In this phase, clarify the meeting’s purpose and goals. Identify what decisions need to be made and who must be present to make those critical choices. Next, establish a suitable time and location for the meeting, ensuring it accommodates all participants’ schedules and requirements.

Next Step

Step 2: Defining the Agenda

In order to have an effective meeting, it’s crucial to prepare a comprehensive agenda. This includes a detailed list of the topics to be addressed, organized by their level of importance or priority for the meeting. Furthermore, it’s important to allocate specific time blocks for each topic, which aids in keeping the discussion focused and time-effective.

Next Step

Step 3: Communicating about the Meeting

To effectively plan a meeting, prompt distribution of meeting invites to all essential participants should be done either through email, calendar invitations, or a specialized meeting management software. Every invite should include an attached agenda to provide participants with a clear understanding of the meeting’s purpose and focus, aiding them to prepare in advance.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Learn more about ZipDo
Next Step

Step 4: Preparing the Smart Board

To guarantee a successful meeting, confirm the digital smart board is operational and free from technical glitches. Gather all presentations, documents, or other visual aids essential for the meeting, and double-check they’re accessible on the smart board. This step aids in seamless transitions, ensuring every participant can view the materials without a hitch.

Next Step

Step 5: Facilitating the Meeting

Throughout the meeting, actively utilize the smart board to showcase agenda items, jot down crucial points, and project diagrams, data or supplementary visuals. Ensure its proper visibility to all attendees and effective use of its capabilities to foster a constructive and interactive environment for discussions and decision-making.

Next Step

Step 6: Engaging Participation

Stimulating discussion and inviting input from every participant is crucial in a meeting to foster inclusivity and creativity. It is encouraged to employ smart boards to highlight significant ideas, demonstrate real-time updates, or facilitate decision-making voting procedures. This encourages active participation, facilitates understanding, and promotes consensus building within the group.

Next Step

Step 7: Wrapping Up the Meeting

Concisely capture decisions, responsibilities, and subsequent steps on the smart board during the meeting. This visual summary is vital for clarifying expectations and elucidating tasks for each participant, ensuring everyone is aware of their post-meeting responsibilities and action items.

Next Step

Step 8: Documenting the Meeting

It’s vital to save and distribute crucial information or notes from meetings for future reference. Most smart boards possess a functionality which enables users to archive all content shown during discussions. This feature simplifies the process of recording essential details, reducing the risk of data loss and enhancing the ease of information circulation for all stakeholders.

Questions to ask as the leader of the meeting

1. What is the goal or objective of this meeting?
– This question helps to set a clear focus and purpose for the meeting, ensuring that everyone is aligned and working towards a common objective.

2. What progress has been made since the last meeting?
– This question helps to track the progress of ongoing projects or initiatives and provides an opportunity to address any emerging issues or challenges.

3. What are the key metrics or indicators we should be tracking?
– This question helps to establish the measurement criteria for evaluating performance, ensuring that the team is focused on important metrics and targets.

4. Are there any obstacles or barriers preventing us from achieving our goals?
– This question encourages the team to identify and address any current or potential obstacles that may hinder progress, allowing for proactive problem-solving.

5. What strategies or actions can we take to overcome these obstacles?
– This question stimulates brainstorming and encourages the team to propose practical solutions or alternative approaches to tackle identified obstacles.

6. Are there any significant updates or developments in the industry or market that we need to consider?
– This question prompts the team to stay aware of external factors that may impact the organization’s plans or strategies, ensuring that decisions are made with current and relevant information.

7. What resources or support do we need to accomplish our objectives?
– This question helps to identify any resource gaps or additional support required to achieve the desired outcomes, enabling the leader to provide necessary assistance to the team.

8. Are there any potential risks or challenges we need to be prepared for?
– This question encourages the team to anticipate and analyze potential risks or challenges that may arise, enabling the leader to proactively plan and allocate resources accordingly.

9. How can we enhance collaboration and communication within the team?
– This question promotes collaboration and teamwork by seeking input on how to improve communication processes and strengthen working relationships.

10. What action steps should be taken moving forward, and who will be responsible?
– This question ensures that specific action steps are determined, assigns responsibilities, and clarifies accountability, facilitating progress and follow-up after the meeting.

Learn how to prepare a Smart Board Meeting

To prepare a smart board meeting agenda as a leader, start by identifying the main goals and objectives for the meeting. Gather relevant reports, presentations, and updates from team members. Prioritize agenda items based on importance and time constraints. Add a clear agenda structure with designated time slots. Distribute the agenda ahead of time to allow participants to come prepared.

→ Read More

Exemplary Agenda Template for a Smart Board Meeting

During a smart board meeting, it is important to discuss relevant topics such as project updates, key performance indicators, financial reports, upcoming events or campaigns, employee feedback and suggestions, and any critical challenges or roadblocks that need immediate attention. The focus should be on ensuring effective communication, collaboration, and problem-solving to drive organizational success.

→ Read More

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

See Smart Board Meeting Template
Meeting Template Icon

Software tools to facilitate a Smart Board Meeting

Software allows leaders to run smart board meetings by providing various essential functionalities. It helps in creating and organizing agendas, scheduling the meeting, managing attendee lists, generating interactive presentations, and facilitating real-time collaboration. Additionally, software enables leaders to record minutes, assign tasks, track progress, and share relevant documents, ensuring a smooth and efficient decision-making process during board meetings.


Mastering the art of running a smart board meeting significantly enhances the productivity and effectiveness of your team. With proper planning and preparation, clear objectives, engaging communication, adaptability, effective technology usage, and inculcating the practice of following up, you can transform your board meetings from tiresome obligations into a vibrant breeding ground for innovative ideas. Engage your board members, respect their time, foster open and honest communication, and your board meetings will certainly stimulate value-driven decision-making, ultimately steering your organization towards success. It’s high time to say goodbye to unproductive meetings and embrace these strategies to manifest efficient and smart board meetings.


What is a 'Smart Board Meeting'?

A ‘Smart Board Meeting’ is a high-tech approach to traditional meetings. It utilizes cutting-edge technology such as smart boards or interactive whiteboards, advanced projectors, and other digital tools to present information more effectively, encouraging dynamic and engaging communication and collaboration.

How does a 'Smart Board Meeting' differ from a traditional meeting?

Unlike traditional meetings which rely on paper documents and one-way presentations, a ‘Smart Board Meeting’ encourages interactive participation. Information is displayed on a smart board which attendees can interact with. Its digital nature also enables the integration of multimedia elements like videos, audios, and internet resources, which can enhance the engagement and understanding of attendees.

What are some benefits of a 'Smart Board Meeting'?

A ‘Smart Board Meeting’ can lead to higher levels of collaboration and engagement, as attendees can interact directly with presentation materials on the smart board. Plus, it can streamline the organization and management of meetings as it eliminates the need for physical papers. It also allows for easy digital recording and storing of the discussion, which can be helpful for future reference or for those who were unable to attend.

What equipment is necessary for a 'Smart Board Meeting'?

The primary equipment required for a ‘Smart Board Meeting’ is a smart board or an interactive whiteboard, along with a compatible digital pen or stylus. Additionally, a high-quality projector and a sound system might be necessary for larger spaces or for multimedia presentations. Computers or laptops and a stable Internet connection are also essential to access and present digital materials.

Is special training necessary to facilitate a 'Smart Board Meeting'?

There may be a learning curve when first using smart board technology. Facilitators need to familiarize themselves with how to use the hardware and software effectively. However, most systems are quite intuitive. Plus, many manufacturers provide instruction manuals, online resources, and customer support to assist users in learning how to use their products. With a bit of practice, most people will be able to facilitate a ‘Smart Board Meeting’ effectively.