Go to main content

Description of the Template and Guide

Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what topics to prioritize, how to manage the available time, and how to ensure the board members arrive informed and stay actively engaged throughout the call.

This meeting agenda template provides a structured approach for board meetings that puts important decisions first. Then, once the important topics have been addressed, the rest of the meeting can focus on reports and updates.

Get the Guidebook

19-page Facilitator's Guide with tips, step-by-step instructions, & resources

See More Templates

  • A free meeting agenda template for building alignment around a proposal or plan. MS Word and online formats. Includes an 11-page detailed instruction guide.

  • A free meeting agenda template for getting clarity on the focus for the next 30, 60, & 90 days. Includes a 7-page detailed instruction guide.

  • A free meeting agenda template for providing business updates to investors and stakeholders. MS Word and online formats. Includes an 8-page detailed instruction guide.

  • A free guide for running your strategic pivot meeting during times of intense change or opportunity. Use this meeting to create new near-term strategy when a big change in the market means your existing strategy won’t work.