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 simple starting place for setting up a board meeting. In the absence of other urgent matters, we recommend alternating the focus between strategic and operational issues at each subsequent meeting.

Get the Guidebook

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

See More Templates

  • A free guide for running high performance one-on-one meetings during times of crisis. One-on-one meetings provide personalized support, develop relationships, and ensure mutual accountability between two people.

  • A free meeting agenda template for creating a shared set of work expectations with your remote team. MS Word and online formats. Includes a 9-page detailed instruction guide.

  • A free meeting agenda template to help create a working agreement for your team. Includes a detailed instruction guide, sample agenda, and links to useful resources.

  • A free meeting agenda template for running Board meetings with early-stage startups and investors. MS Word and online formats. Includes a 19-page detailed instruction guide.