This page provides key tools and information to support board meeting planning and participation. It includes a visual timeline, meeting expectations, workflows, training materials, and helpful resources all in one place.

Board Meeting Workflow

• Preparation (1-2 weeks before)

  • Schedule meeting date, time, and location.

  • Prepare and distribute agenda to board members.

  • Collect and distribute necessary reports and documents.

• Meeting Notification (1 week before)

  • Send official meeting notice to all members and stakeholders.

  • Confirm attendance and arrange any special requirements.

• Meeting Execution

  • Call meeting to order.

  • Approve previous meeting minutes.

  • Review agenda items (presentations, discussions, decisions).

  • Address any new business.

  • Record minutes and key decisions.

• Post-Meeting

  • Finalize and distribute meeting minutes.

  • Follow up on action items and responsibilities.

  • Schedule next meeting

View FULL WORKFLOW