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Leadership and the Board
 


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  How to Put Your Board to Work

All that effort of recruiting and cultivating your board will go to waste if you don’t figure out what to do with it. The more you use a good board, the better it will get. Here’s how to get the most out of them:

1. Schedule regular meetings. Plan on having your full board meet at least twice and preferably four times annually. Meeting only once a year won’t allow board members to develop sufficient understanding. But beware: Scheduling too many meetings will invite members to find reasons to skip them.

2. Schedule meetings well in advance. Almost everyone has too little time and too much to do. It’s not unusual for an organization to schedule a full year of board meetings in advance. And be sure to send out reminders just before meetings.

3. Determine convenient meeting times. Different boards have different social dynamics. Discover when the majority of your board members are most available. Breakfast, lunch or dinner meetings? During the work week or on the weekend?

4. Provide agendas and materials related to the business at hand. Inform board members of the major issues to be discussed. Reports and background materials should be distributed in advance so that members have adequate time to review them.

5. Plan meetings that combine business and education. Unless a business agenda is too extensive, try to incorporate material into board meetings that adds to members’ understanding and appreciation of your organization. Schedule presentations on current programs or developing initiatives. Or invite a guest speaker to discuss a topic related to your organization’s service.

6. Schedule a social event in combination with a board meeting. Once in a while, make your board meeting an occasion during which members can socialize over a drink or meal. Give your board members a chance to get to know each other better and develop a sense of camaraderie.

7. Make sure board meetings are run on a professional and orderly basis.
  • Your board chair should lead meetings and be responsible for maintaining a pace that ensures completion of the agenda.
  • The “business” sections of the meeting are usually conducted first—completion of any business remaining from a previous meeting, reports from standing committees, voting on issues where extended review or conversation aren’t required.
  • “New” business sections often involve presentations to explain plans for new programs and their financial requirements.
  • Time should be set aside to allow board members to ask questions of the chair or staff present or to bring up issues of importance.

8. Don’t expect every board meeting to be smooth. Boards are “human,” and unanimity isn’t always easily—if ever—achieved.
  • Proceedings should be kept as informal as possible, but if difficulties in maintaining order occur, the guidance of Robert’s Rules of Order should be employed.
  • Important issues should be resolved through a formal vote.
  • Your bylaws or other formal documentation should specify which matters can be approved by a simple majority of the board or which require some other margin for passing, such as a two-thirds majority.

TIP: Formal minutes of every board meeting should be recorded, usually by the board secretary. Many disputes have been resolved by a review of minutes from prior proceedings.

9. Consider having an annual meeting. Many organizations have a once-a-year event that involves a combination of a board meeting and a more public report on their status. Often, a private board meeting is followed by a more public session in which the organization reports to its members and/or friends.