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Meetings & Decision-Making

Running board and annual meetings, agendas, minutes, elections and parliamentary procedure.

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Cover Image Calling a Special Meeting of Shareholders Calling a Special Meeting of Shareholders

The following outlines the procedures for calling a special meeting of shareholders. Enclosed are copies of documents which you can use for your meeting.

Article  Board Meeting Board
Cover Image Code of Professional Responsibility for Parliamentarians Code of Professional Responsibility for Parliamentarians

We consider it essential to these goals to protect freedom of speech and guarantee equal opportunity through the use of parliamentary law.

Article  Board Roberts Rules
Cover Image Craft an Agenda Craft an Agenda

The agendas included a dozen reports and updates that ate up valuable time. Discussions were not innovative, inspiring, or visionary. Directors whispered, “This is a waste of our time.”

Article  Board Meeting Agenda
Cover Image Directors Guide for Board Meetings Directors Guide for Board Meetings

Board service requires a skillset. Make a positive impact through Preparation, Attendance, Responsibility, and Leadership.

Cheat Sheets  Board Meeting Board
Cover Image Done by Dinner -How to Conduct a board meeting Done by Dinner -How to Conduct a board meeting

From the avoidable five-minute meetings to the death-by-discussion five-hour meetings

Article  Board Meeting Board
Cover Image Executive Sessions Executive Sessions

Some boards believe that executive sessions are a way to hold discussions without staff present and without liability for discussions held.

Article  Board Meeting Board
Cover Image Executive Sessions Why, Who, What and How Executive Sessions Why, Who, What and How

Executive sessions are a special meeting-within-a-meeting that provides an opportunity for the board to meet privately to handle sensitive and confidential issues, foster robust discourse, and strengthen trust and communication.

Cheat Sheets  Board Meeting Board
Cover Image Focused Board Meetings Focused Board Meetings

Several factors can detract from effective board meetings, including inadequate room setup and a poorly designed agenda.

Article  Board Meeting Board
Cover Image Gaining Altitude at Board Meetings Gaining Altitude at Board Meetings

An association board should advance its cause or mission, serve its stakeholders, and make the best use of its resources.

Article  Board Meeting Board
Cover Image Got the Agenda Now What Got the Agenda Now What

The purpose of an agenda is to ensure that a meeting is conducted in an orderly manner and that discussions lead to results.

Article  Board Meeting Agenda
Cover Image Group Think at Board Meetings Group Think at Board Meetings

Eager-to-contribute board members often voice their ideas with great passion.

Article  Board Meeting Board
Cover Image Guide to Meeting Rules of Order Guide to Meeting Rules of Order

The importance of maintaining order and advancing the meeting's agenda greatly benefits from relying on the Rules of Order.

Article  Board Roberts Rules
Cover Image Guidelines-for-co-operative-elections Guidelines-for-co-operative-elections

A coop board is elected each year at its annual general meeting

Article  Coop Elections
Cover Image Handling Conflict during Board Meetings Handling Conflict during Board Meetings

Because meetings depend on interaction among people with different values, perspectives, and communication styles, it is almost inevitable that conflict will sometimes occur.

Cheat Sheets  Board Meeting Board, Coop Conflict Resolution
Cover Image Exploring Your HOA Meeting Minutes HOA Meeting Minutes- Dos & Don’ts

Meeting minutes are an official, legally binding record of the actions taken by board members at a board meeting.

Article  Coop Minutes
Cover image Hosting Candidate Forum Hosting Candidate Forum

A Step-by-Step Nonprofit’s Guide to Planning, Publicizing, and Hosting a Candidate Forum

Reports  Coop Elections
Cover Image How and Why to take notes How and why to take notes

Minutes, although seemingly a chore, are a critical part of an organizational meeting. Minutes primarily serve as an official record of what occurred, decisions made, and update those absent; but...

Article  Coop Minutes
Cover Image How to Design an Agenda for an Effective Meeting How to Design an Agenda for an Effective Meeting

An effective agenda sets clear expectations for what needs to occur before and during a meeting.

Article  Board Meeting Agenda
Cover Image How to Design an Agenda for an Effective Meeting How to Design an Agenda for an Effective Meeting

Here are some tips for designing an effective agenda for your next meeting, with a sample agenda and template below.

Guides  Board Meeting Agenda
Cover Image How to Get Through the Agenda and Build Energy at the Same Time How to Get Through the Agenda and Build Energy at...

What are the group's agreements about the role of facilitators (make sure you know them if you are new to the group)?

Article  Board Meeting Agenda
Cover Image How to hold effective meetings How to hold effective meetings

Meetings are a necessary tool for coordinating groups and teams of people, whether it's a steering committee or a board of directors.

Article  Board Meeting Board