- February 12, 2023
- Comments: 0
- Posted by: Sue Smith
Minutes help keep track of decisions, drive accountability, and protect the board from legal the liability. While choosing minutes can be challenging, there are a few best practices that may make the procedure easier that help ensure your minutes happen to be complete and accurate.
Prepare in advance ~ boards who also use contemporary comparing software for board meetings aboard management software like Aprio can build tiny templates ahead of time so they are ready to be used at the appointment. These web themes can include important details including the meeting date, location and attendees.
Always be timely – IRS Shape 990 requires contemporaneous documentation of board and committee conferences. For this reason, is considered important to ensure your mins are modified and accredited within 60 days of the original reaching.
Record Decisions & Debate, but Don’t Write out Verbatim : The Key is Summarization
Minutes should summarize what happened during the appointment, says Zenda Bowie, home of field companies and parliamentarian for the Georgia College Boards Union (GSBA). This consists of information associated with motions and debates.
Maintain neutral develop – Do not be too partisan or vital in your mins. Also, prevent idle chat, jokes and recaps of current occasions.
Don’t record anything that is not highly relevant to the decision or action staying discussed : Unless it is an attorney-client privilege, would not document personal disagreements or critiques.
Preferably, your minutes need to be short and straightforward to scan and refer to later. This will save you some ensure you do not forget important items that can be easily missed within a hectic appointment environment.