Best Practices for Taking Minutes at Board Meetings

When it comes to taking minutes of board meetings, there are some best practices that can amplify the efficiency of your organization. No board portal solution matter if you’re a board secretary or just taking notes, these methods can help you get accurate and clear minutes of board meetings every time.

Begin by looking over the agenda: Having a structured agenda can help you keep your meeting minutes organized, making it easier to locate what you need later on. You can also design a template that you can use to fill out as board meetings progress. This will ensure that the information in the minutes are relevant and follows a consistent format.

Notifying who is in the room is vital to record the final minutes. You can do this by either writing names down on the agenda or circulating sheets of sign-in and recording the results. This will enable you to add a complete attendance list in board minutes.

Follow your outline: It’s crucial to stick with the outline you created prior to the board meeting begins, even if the discussion diverges from topic. By staying on topic, it’s easier to write the most concise and clear minutes of meetings that reflects the decision-making process of your organization. Note the outcomes of each motion, including the exact language used in the motion, who initiated it and the people who voted or against it. Include any information about handouts or reports distributed at the meeting. Also, record any other options considered when making major decisions.