Board Meeting Preparation Template

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Ensure your board meetings are well-organized and productive with this detailed preparation template. From finalizing the meeting date to setting up the meeting room, each task is meticulously outlined to help you manage every aspect of the preparation process.

By using this template, you can prioritize and complete all necessary tasks efficiently, ensuring that your board meetings run smoothly and effectively.

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Board Meeting Preparation for Priority Matrix

Board Meeting Preparation in Priority Matrix

Organize and prepare effectively for your board meetings with this comprehensive template.

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Proposed Tasks

High Priority and Urgent

  • Check Audio/Video Equipment - Due in 1 hour
    ☐ Check all audio/video equipment
  • Final Review of Agenda - Due in 2 hours
    ☐ Do a final review of the meeting agenda
  • Send Meeting Invitations - Due in 1 week
    ☐ Send out invitations to all board members☐ Track RSVPs
  • Prepare Meeting Agenda - Due in 10 days
    ☐ Draft the agenda☐ Review and finalize the agenda with the board president
  • Finalize Board Meeting Date - Due in 2 weeks
    ☐ Coordinate with all board members to finalize the meeting date

High Priority but Not Urgent

  • Prepare Presentation - Due in 1 day
    ☐ Prepare slides for the presentation☐ Practice the presentation
  • Prepare Meeting Materials - Due in 3 days
    ☐ Prepare all necessary documents for the meeting☐ Print and organize all materials

Low Priority but Urgent

  • Setup Meeting Room - Due in 4 hours
    ☐ Setup the meeting room☐ Ensure all necessary equipment is available and working
  • Coordinate Catering - Due in 2 days
    ☐ Contact the catering service☐ Finalize menu and dietary restrictions

Low Priority and Not Urgent

  • Review Meeting Etiquette - Due in 30 minutes
    ☐ Review meeting etiquette and rules