How to Take Minutes at a Board Meeting

Board meetings are where important decisions are taken. It’s not uncommon for a business to decide its entire structure of management through an election at the board meeting. There’s much riding on the quality of your minutes, so it’s important that you know how to handle them as quickly and efficiently as you can.

Having an outline or template which is based on the agenda ahead of time makes it easier for the person who takes minutes to keep track with the conversation and to note relevant information. It is also useful to keep a record of attendees so that each person is able to be checked when they arrive. This will cut down on time and make it simpler to prepare the finalized minutes of the board meeting after the meeting.

Avoid getting too personal. Minutes should be impartial and it is best to not include personal arguments, critiques or disagreements, political opinions, and idle chats out of them. Also, you should not include any discussion that concerns the personal lives of any member or if any personal stories are shared that are unrelated to the topic at hand.

Additionally, any items that were voted on must be documented clearly and include who made and seconded the motion, the exact language of the motion, and whether it was approved or not. It is also recommended to include the number of both yeas or nays, as well in the event of any abstentions or votes against. This will assist in the event of legal challenges in the future.






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