Business
Are you prepared for the next board meeting?
Published by Jessica Weisman-Pitts
Posted on November 4, 2021
5 min readLast updated: January 28, 2026
Global Banking & Finance Review®
Company
Published by Jessica Weisman-Pitts
Posted on November 4, 2021
5 min readLast updated: January 28, 2026
Prepare for board meetings by organizing materials early, ensuring accuracy, and using digital tools for efficiency. Verify roles and consider if a meeting is necessary.
By Paul Stark, General Manager of OnBoard
Agendas. Minutes. Reports. Last-minute changes. Approvals. The to-do list for board administrators and staffers seems never-ending, especially when it comes time to organise the next board meeting. Ensuring board directors receive all materials in plenty of time is arguably the top priority, but complications do happen.
To prepare for a board meeting, whether that’s a virtual, in-person or hybrid meeting, can you collect and organise all board materials in time? Can you meet the deadline of sending all board documents to directors a week in advance of the meeting? What last-minute changes or additions do you need to plan for?
For board meeting preparation, the earlier the better
During the board meeting, the corporate secretary and others jot down notes about items to include on the next agenda and other follow-up actions. Once the meeting ends, the corporate secretary debriefs with their team, promptly schedules to-do items, and begins the “first draft” for the next meeting agenda.
But that’s only the beginning of the process. Then comes requesting, compiling, and preparing final documents for board review. If the board wants all documents emailed to them, do you send one big PDF, or individual emails as documents become available? If certain board members request printed documents, do you send them by regular mail or do you need to schedule a quicker delivery service?
Is your meeting agenda complete, accurate, and approved by the board chair? Can the board discuss the next meeting’s agenda items thoroughly with the board materials provided, and did you include a reference section to provide better context? Did you review everything for consistency prior to distribution?
The bottom line? The more work you do in advance means the more productive and efficient your board will be.
According to this checklist compiled by Harvard Business Review, some other tips for minimising the time needed to prepare for a board meeting include:
Sending meeting materials sooner means better board engagement
Every board serves a purpose, whether it’s to guide a non-profit, steer a higher education organisation, or oversee a large corporation. The directors who govern your boards are typically busy people, who need access to the right board materials at the right time to participate effectively.
Remember waking up in a panic while in school, thinking you forgot to study for a big test? Board admins can experience that same rush of adrenaline before a big meeting if they fail to deliver relevant information when board directors need it.
As a rule of thumb, most boards request meeting materials at least a week in advance, so they have time to read through everything and come better prepared for the upcoming board meeting. In addition, your board chair and other members may serve on multiple boards, which may require them to read, reference, and track hundreds of documents each month.
Compiling board books, ensuring board members receive the most up-to-date information, and encouraging board members to review the materials prior to a meeting create huge workloads for board administrators. To make staffers’ jobs a little easier, some boards adopt a board portal or central hub to share materials digitally with board directors, provide a secure platform, and save time and effort for the whole organisation.
When to Hit the Meeting ‘Eject’ Button
Let’s face it. Some meetings waste everyone’s valuable time, especially when the same goals can be accomplished through email and various other communication channels.
Be kind to your board, and keep everyone happy, by not scheduling an unnecessary board meeting. Sometimes, it’s better not to meet if there’s:
Tips for an effective meeting be it virtual, in-person or a hybrid meeting
OnBoard recommends the following tips for virtual meetings to go ahead with minimal disruption, or ease your board preparation workload for in-person or hybrid, meetings:
The article focuses on effective preparation for board meetings, including agenda setting and material distribution.
How can board materials be distributed efficiently? Use digital portals for secure and timely sharing of documents.
Why is early preparation important? It ensures accuracy and allows participants to engage more effectively.
Explore more articles in the Business category
