Successfully conducting a board meeting involves three stages; preparation, conducting the board meeting and post-meeting actions.
To effectively observe a board, and their approach to governance, all three stages must be considered.
When preparing to observe, and provide feedback about a board meeting, you need to ensure that you have prepared.
You need to consider:
- When the board meeting is taking place
- Where the meeting is and at what time
- Who you need to communicate with regarding your observation – for example, you may need to liaise with the Chair or Board Secretary well in advance to ensure all security permissions are granted / confidential aspects understood etc.
- Timelines for providing your feedback and to whom and in what format the feedback will be presented
This checklist provides details of each of three elements / stages of a board-level review.
Examples of both good and bad practice are included to assist in rating each element (using a red, amber, green) and identify areas of strength or development for the board.