How to Run a Board Meeting

Notes from Colby

Prior to the board meeting we'll want to send out

• An agenda - use Board Meeting Agenda Template
• summary financial information to discuss both the period in review since the last meeting, the current and the future
• major accomplishments and setbacks
• goals
• decide if there are any issues or actions to vote on

At the meeting we'll

• approve any minutes or documents from last meeting
• hold a guided discussion on the above content
• hold any votes
• discuss future business over the next period and strategic goals