How to Run a Board Meeting

[@kimfeller6342]

We are just beginning our nonprofit journey. I am so grateful for this video! Thank you!

[@daveluhrs1504]

Excellent Job. One comment you repeated a few times made me laugh. The part about having a good chair or leader goes a long way. The opposite is also very true. When the leader is not on the ball it makes the whole process rather difficult to be efficient or even productive. But that is the nature of volunteering in many cases. Thanks again!

[@TheFullMonteSportsShowChannel]

Thanks so much. I am doing my first non profit board meeting in November as the secretary and this was very helpful :)

[@npally]

That is great to hear. Good luck with your meeting.

[@MargyBeth66]

I am heading to my HOA Board mtg. this was a big help. thank you.

[@TheUtubewatcher2010]

yes!! this is why I came here!! our meetings are always started with ' Okay we have to rush thru this because I have to ..." that is the president of the HOA that always says this!! urgh!

[@gowanus7185]

Please explain QUORUM

[@npally]

It is the minimum number of members present at a meeting in order to have an official meeting. If only two of seven board members show up to a meeting then those two members could make decisions/actions that no one else agrees with. A quorum helps assure there is a good representation at a meeting. Typically a quorum is just over 50%. So if your board has 7 board members, the quorum might be 4. If you have 8 board members the quorum might be 5. Etc.

[@carlmichaelgeorge]

Clear and concise. Thank you.

[@detroitpyro2859]

This was so very helpful thank you now I know what to do!!!

[@centerpointchurchofchrist9538]

Great Job!!! you have removed a great deal of stress. Thank you, thank you and thank you.

[@debraw.6585]

Please clarify if the people in attendance can comment and make motions. Air one point It sounds like anyone could comment, ask questions, and make motions, then at the end you said ‘if there are no others comments from the board.

[@npally]

Comments in the beginning are typically for anyone that is not a board member. Sometimes a chair may have an open comment session for each agenda item, but typically this is help at the beginning. Board members don't have to worry about having comment time at the beginning, since they get to speak on each agenda item. Once a motion is made, commenting and discussion is only for board members. Only board members can make motions. It's up to the chair to allow non-board members to speak after a motion has been made. But it is not a good idea as this can drag a meeting on. The closing comments is just for board members. Many times I see this as opportunities for member to make personal announcements like weddings, dinner invites, etc. But it can be any topic and it is only for board members.

[@thechief8694]

Best explanation of Robert’s Rules

[@christinefrancoeur7168]

Love the direct information-explained it well!

[@doneisenberg4428]

Great info, thanks! No Profit & Loss Statement for NPOs though to my knowledge

[@kimjohnsonjobs]

This was a great video. Thank you so much!

[@MaryGutierrez-ey2rq]

Very informative and clear to understand the process. Thank you.

[@devaughnscott-smith6580]

This is a great video; easy to understand and follow. Thank you for taking the time to help those of us who need a refresher in Parliamentary Procedure.

[@lieutran2743]

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[@lieutran2743]

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[@lieutran2743]

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[@danaladewig2317]

Thank you so much, you made this look easy.

[@npally]

Glad it was helpful!

[@vizulfun]

thank you - thank you - thank you . . finally found a video that helps me understand committee meetings . . thank you

[@malgray7396]

Excellent thank you

[@kimberlyfleming4446]

Great video!! Going to implement this all in my next board meeting.

[@rickingraham4451]

So who head's the board meeting and yearly home owners meeting??? We have a president who is not reachable or transparent?

[@lisazemelman5170]

The other members should be able to vote out a president who is not serving the committee

[@robertwilder7867]

What about member meetings? If there is not a quorum, then can we stop taking meeting minutes?

[@npally]

Simple answer is yes. If there is no quorum, then there is no official meeting and no official action can be taken. So there would be no requirement for minutes. But you may want to take unofficial minutes just to document any discussion. There is nothing wrong with just taking "notes".

[@lizandrews1986]

Yes

[@Hoss1492]

Great video and presentation "tell them what you are going to tell them - tell them - then tell them what you told them"!

[@darius4thandgoal]

i like that :)

[@gordonross6464]

This was very useful! Thanks a million!

[@maxnortey-newman4543]

Thanks. Great video and insights

[@npally]

Thanks. Glad it was helpful.

[@cristinadunkley501]

Thank you! My first board meeting was a sucess!!

[@npally]

AWESOME!

[@stellajohnny8275]

Thank you, this helps,

[@jamesodong1513]

wow this is so great

[@AlexTorres-nx3db]

Thank you so much! This came in very handy!

[@dboecker]

Awesome job! Your expertise and concise description of this topic are much appreciated. Currently also searching for your podcast.

[@SteveVickAK]

Glad it was helpful. Podcast is at, itunes.apple.com/us/podcast/the-nonprofit-ally-podcast/id734475785?mt=2&ls=1

[@npally]

Hi, it is a word doc and should just pop open a download box. It is located here - nonprofitally.com/wp-content/uploads/meeting_agenda_template.docx. If it doesn't work, let me know if you are getting some type of error code. Thanks.

[@mehriaalbert6263]

Thank you very much for the great info. for a new nonprofit, the President/chair can also be a Board member? Or when a Board member is appointed as a President, he/she loses his Board title? Please give some info. on Executive Directors and Board Present and or....officers. Thank you.

[@npally]

The President/chair is a board member. As is any other officer (treasurer, secretary, etc). They have special duties which should be stated in your bylaws, but typically no special powers. Each board member gets one vote. The Executive Director can also be a board member. Some organizations make them a non-voting member. Others don't let them on the board at all. This is to prevent any conflict of interest. This would all be in the bylaws. So make sure to check out that video as well, kzbin.info/www/bejne/kJ3RoaN_f52nncU

[@chriscockrell9495]

Running a board meeting. Call order Role Call Approval of agenda Approve minutes reports - committees, officers, old business new business comments adjorn

[@bodaciouswoman4045]

Ty

[@MyCrzyVizsla]

Very nicely done.... Question: Where on the agenda would you include a guest speaker. I've seen both before adjournment or right after new business. What do you suggest?

[@npally]

That is a good question. It could go almost anywhere as long as the board agrees. After new business would be the obvious spot. But we have usually put them near the beginning - after committee reports but before old business. This way the guest doesn't have to sit through the whole meeting. Depending on the guest speaker topic, it could also be put in as new business.

[@MyCrzyVizsla]

@@npally Thank you! Very helpful.

[@ladushky1]

Thank you! This helped a bunch!

[@rootsnshoots1970]

Could you direct me to the pdf that you mentioned? Thank You. Great video

[@npally]

Just go here, nonprofitally.com/how-to-run-a-board-meeting/, and scroll to bottom. There is a download button there. Thanks.

[@marcoperez8112]

hello and thank you so much for your answer, which leads me to another question: in the case that some members of the board, including the president, are subordinates, and in some cases volunteers to the organization under the supervision of the E.D. the members of the board that are not, can request a change of members due to conflict of interest? do they have to be a majority to be able to vote for this process? thank you so much in advance for your time and help.

[@Dongdang-fc2mb]

Thank you for the great information. Your links are non-secure and we cannot open them due to massive cybersecurity attacks. Can you make the site secure?

[@piperlani]

Excellent video…Thank You!

[@JJ-cn1te]

This was super helpful, thank you.

[@thaniahunter9147]

Thank you for sharing!

[@marthagpino1]

I am a part of a community that hasn’t had a board meeting in years yet want to pick on folks for not following certain rules. Any suggestions on where I can look up how to run a proper HOA. This vid was great. Thanks!

[@npally]

Lupita Johnson I’d first check to see if the HOA has bylaws (they should). And then give them a good study. There is no quick fix if an entire board has lapsed in holding their own meetings. Take it slow. Don’t be a thorn. Find out when the next meeting is and get involved in the process. Chances are you are not the only one with concerns. It takes time to change the culture of an organization.

[@saddlehornhoa9506]

Awesome, thanks.

[@sifisosithole7656]

Thank you. Brief to the point and helpful.

[@cheriking1303]

Great. Thanks

[@michaelcharles6538]

This was insightful

[@belindahull]

Video was very helpful

[@itzfast]

Thank you, thank you, thank you! This was direct and to the point and exactly the info I needed.

[@npally]

Awesome. Love to hear that. Thanks.

[@richardschneider9279]

Thanks

[@f.l.y.l.a.6025]

Thank you

[@housetag1]

Great class, thx

[@123webtv123]

You don't discuss old business, you discuss unfinished business.

[@zdfcondohoaattorneys6411]

Great video!

[@nora45]

GREAT help...Thank you!

[@joramgallaza8302]

Sir, i need clarification from agenda and minutes. Do these need motion? Because in our practice we say “I move to accept the minutes of the previous meeting”. Thanks.

[@npally]

Yup, minutes and agenda get motions for approval. That way they are official.

[@necessarydiva]

This was very helpful

[@Gigantortacoma4x4]

You mentioned "Do we have a Quorum" is this a quorum of the residence or a quorum of the board members present?

[@npally]

The quorum I am referring to is for board members. Your bylaws should state a minimum number of board members that need to be present in order to have an official meeting. Typically it is 50%. Or in the case of odd numbers then the # of members it would take to be at least 50% attendance.

[@nan2ube]

Great video! Thank you!!

[@marcoperez8112]

I have a question: who, or what kind of people should be part of the board of directors? Can employees of the organization be part of it?

[@SteveVickAK]

Hey, sorry for the late reply. I didn't get notified of the comment. So, I recommend not having employees on the board - with the possible exception for the Executive Director. The board is the ED's boss. Having employees on the board technically means they are both subordinate and superior to the ED. That can lead to lots of issues. Find board members with skills and time. Do they know how to use quickbooks? Can they run your website? Have they ever done any fundraising? A new nonprofit needs an active and experienced board.

[@jesusadonaihernandez4123]

+Steve Vick O EN EN LA EN EN EN EN SU COMUNIDAD

[@MrMdaeu]

@@SteveVickAK IN our HOA's governing documents is stated that only owners can be in the Board Of Directors. An issue is that the Property Manager of The management company invited someone to join the Board. Then I found that person being on the side of the management company and approves all sorts of expenses.

[@npally]

@@MrMdaeu OK. if I understand correctly, a new board member was invited to join but they are not an "owner", correct? If so, and you governing docs don't allow this, then I would call it to the board chairs attention. You may seek to get this on the agenda and have the person removed in accordance with your Governing docs. Governing docs (bylaws) are your rules of order and should be followed.

[@MrMdaeu]

@@npally Thank you for the quick response. The second problem is that the property manager, the one who provides management services , he invited that person to join the Board. Is that a Breach of the Contract or something? I try to hire a new management company and the Board (which is on the property manager's side, they don't want to discuss about hiring a new company. The owners do not attend meeting and a majority of owners attending meeting hasn't been reached in the past 20 years. Plus majority owners are unhappy with the services received from this management company but again, the owners just talk but not attend meetings. What can be done to remove this management company if the Board doesn't want to listen to people' complaints via phone calls?

[@EdwardCrum-te7zw]

Thanks good job

[@charitydennington5278]

Very informative video! Thanks so much!

[@HeirloomVintageCollectibles]

Very nice information

[@EternalScreams]

sir,I'm a chairman of a company and my board of directors never agree with me so can I take the responsibility alone ? Sorry for my bad English

[@npally]

Your bylaws will determine how decisions are made. Typically done by some type of majority rule. Check your voting procedures as well as board roles. The chairman typically runs the meetings, sets the agenda but is not the decision maker. The board is the decision maker, they speak as one. As chairman, you are part of the board and likely have voting privilege's. I'd work on building supporters for your ideas and use the process to get things passed. It can be time consuming, but it is how usually works.

[@vizulfun]

dear Mr Ally , do you have examples of agenda and how that differs from new business . thank you

[@vizulfun]

thank you , that was easy to print

[@kevinpayne8801]

Great video, very helpful.

[@franzitaduz]

Fantastic. Thanks so much!

[@beckyakins2151]

wow! then I am trying but what I want to really know is, is it right to share the minutes of meeting to all on the board? is that not opening up the non profit up to dissections? I mean some of the board members might use these minutes of meeting for their own selfish use. Just a thought I want corrected

[@MrMdaeu]

You are wrong. First of all, the Board has to approve the Minutes. If something weird is included (for example a misunderstand or ill false statement) and the Board approves the Minutes without reviewing it, that's may cause problems in the future such as legal issues .

[@cutebabez]

does board meeting consist of non executive chairman?

[@npally]

Not sure what you mean by "non executive" but if they are a board member they should be at the meetings. You have your board members and you have your board officers (maybe that is what you mean by executive?). The officers are the secretary, treasurer, vice president (or vice chair) and the president (or chair). The president runs the meetings. All members (whether officers or not) should attend the meetings. Is that what you are asking?

[@albertbanerjee4828]

wonderful. Super helpful!

[@carmelamoore1187]

Do you have the pdf or word doc to download? I don’t see it.

[@SecretPlacePsalm91]

THANK YOU!!

[@lesshreveii7282]

excellent info thank you

[@lydiasandoval9793]

can a pres of an association appoints it's executice board if election not possible.

[@npally]

The answer should be in your bylaws. Executive board members should already be members of your board. And them nominated by the board to the executive positions. You may be able to have an "acting" executive member but would still recommend voting them in instead of appointing them.

[@kidkrazydad6576]

I am a service connected disabled veteran. Can I form a non profit and be the director or board member without jeopardizing my disability status or lose my disabilty income. I receive both veterans and SSD.

[@SteveVickAK]

Being on the board should not effect your status. If you are the director and recieve an income, then that may effect your status. If you don't receive an income then I would think you are OK. But, I am not an expert on disability veteran services. So this is just my best guess.

[@lieutran2743]

@@SteveVickAK 99j

[@ohiacharles1002]

Good job! I have learnt so much thank you

[@bowu2094]

very helpful!

[@Michael64633]

Can the Secretary record the minutes each week without a printed copy of them??

[@npally]

Hi, Not sure I get the question? Do you mean audio record? I believe there has to be printed record. There is something called "action" minutes, which is when the only thing that gets documented are motions and votes. Let me know more about what you mean?

[@Michael64633]

@@npally know our secretary record all the minutes they are never printed out I didn't know if that was legal or not

[@Michael64633]

@@npally uses a audio recorder to record everything like I said no minutes or ever typed up

[@npally]

@@Michael64633 Oh, so it would depend on if you bylaws specifically allow it or disallow it. If it is not mentioned, then it would be open for interpretation. Though, when you approve the minutes at the following meeting, does everyone just assume the recording is accurate and safely saved? And do you ever get request for your minutes from the public? If so, the files would need to be made available, unless your bylaws state that the minutes are not public (though that would be a rarity).

[@Michael64633]

@@npally I have not actually checked the by-laws was just voted in as Chairman on Tuesday and not sure how to handle that situation as it has been going on for some time..I think we really need a paper copy but with only 6 members on the board I think the secretary would resign..

[@arleneoshimokun9172]

❤

[@sedakhalatians7073]

I cannot access the PDF

[@kariflick2014]

Our board incriminates people toward their agenda

[@annainna767]

Running nonprofits is truly h*ll on earth

[@GarySandler]

Very useful information, thank you!

[@lynnvu6281]

Thanks

[@kwing01071]

Super helpful video. Thank you!

[@musclethestrong1522]

Thank you

[@drnwakusoaruotu5250]

Great. Very helpful