Start fresh in 2023.  Re-organize so your

 

community members can really engage!

All-in-one coordination platform for groups that exist over time

Save time. Lead better. Do more. From anywhere.

Communication:

Spend less time churning and more time connecting

Groupeasy’s All-in-one platform  ensures that everyone has all the relevant information, when it is needed

Coordination:

A better way to keep busy people focused

Scheduling and managing activities is seamless, and all members get notifications and updates

Surveys:

Now everyone’s voice can be heard

Whether the group is making decisions or you are ‘reading the room’ to get ready for a discussion, everyone gets to have their say

Manage all your Groups in one place

You have the ability to see across all of your groups, teams, committees…

Start a New Group…

How to Successfully start an
effective Board of Directors

1.  Identify participants and verify commitment

2.  Understand the organization’s by-laws, charter, legal requirements etc.

3.  Determine frequency / schedule of meetings that work for members (and required – see #2)

4.  Send a Meeting Notice for the initial meeting including date / time, major topics  and docs

5.  Plan the initial meeting

♦  Is the meeting in-person, virtual, or a hybrid of both

♦  Outline basic yearly calendar that aligns with by-laws, charter, legal requirements etc.

♦  Outline how the board with be run (in accordance with #2)

     •  Roles and responsibilities of board

     •  timing of document distribution and approvals

             •  method of decision making (simple majority, 2/3 majority, polling, show of hands, etc)

             •  Rules of Engagement (Robert’s Rules of Order, approvals, action items, absences, proxy voting etc)

♦  Identify / Find all relevant documents

♦  Is the meeting in-person, virtual, or a hybrid of both

♦  Outline basic yearly calendar that aligns with by-laws, charter, legal requirements etc.

♦  Outline how the board with be run (in accordance with #2)

     •  Roles and responsibilities of board

     •  timing of document distribution and approvals

     •  method of decision making (simple majority, 2/3 majority, polling, show of hands, etc)

     •  Rules of Engagement (Robert’s Rules of Order, approvals, action items, absences, proxy voting etc)

♦  Identify / Find all relevant documents

6.  Create and distribute the Agenda packet

♦  Create an agenda that includes all topics

♦  Solicit feedback on agenda and adjust

♦  All items are assigned to someone and are time-bound

♦  Attach all relevant documents OR a location where they are available.

♦  Create an agenda that includes all topics

♦  Solicit feedback on agenda and adjust

♦  All items are assigned to someone and are time-bound

♦  Attach all relevant documents OR a location where they are available.

7.  Conduct the meeting

♦  Stay on track;  Consider the use of a parking lot

♦  Record attendees

♦  Record all decisions

♦  Record all Action Items, owner and due date

♦  Note due date for distribution of Minutes

♦  Agree on due date for all feedback and approvals of Minutes

♦  Stay on track;  Consider the use of a parking lot

♦  Record attendees

♦  Record all decisions

♦  Record all Action Items, owner and due date

♦  Note due date for distribution of Minutes

♦  Agree on due date for all feedback and approvals of Minutes

8.  Produce Minutes

♦  The importance of doing this well this cannot be over-stated

♦  Use a well organized template that captures data efficiently.  (Writing paragraphs of narrative ensures they will not be used.)

♦  Should include all necessary documentation OR the location

♦  The importance of doing this well this cannot be over-stated

♦  Use a well organized template that captures data efficiently.  (Writing paragraphs of narrative ensures they will not be used.)

♦  Should include all necessary documentation OR the location

9.  Manage the Approval process

♦  Communicate effectively and according to the timeline

♦  Reiterate the need for feedback and incorporate it

♦  Send a reminder for approvals before the due date.

♦  Communicate effectively and according to the timeline

♦  Reiterate the need for feedback and incorporate it

♦  Send a reminder for approvals before the due date.

10.  Get organized

♦  Centralize information

♦  Ensure members can easily communicate with one another

♦  Ask for help.

♦  Centralize information

♦  Ensure members can easily communicate with one another

♦  Ask for help.

Re-Group…

How to Invigorate an Existing Board!

1.  Do an honest assessment:

♦  Is the overall organization achieving its purpose

♦  Is the organization growing/maturing

♦  Are your board members active and engaged

♦  Do board members communicate / collaborate outside meetings

♦  Are your board members bringing the level of strategy, oversight, expertise, resources, etc. necessary

♦  Is the overall organization achieving its purpose

♦  Is the organization growing/maturing

♦  Are your board members active and engaged

♦  Do board members communicate / collaborate outside meetings

♦  Are your board members bringing the level of strategy, oversight, expertise, resources, etc. necessary

2.  Where are changes needed:

♦  Are board responsibilities falling to one or two members

♦  Do members struggle with information in multiple places

♦  Can members easily communicate with each other

♦  Is it easy to keep track of what is happening

♦  Are board responsibilities falling to one or two members

♦  Do members struggle with information in multiple places

♦  Can members easily communicate with each other

♦  Is it easy to keep track of what is happening

3.  Consider the following:

♦  Centralize group information and scheduling

♦  Look at roles and responsibilities with fresh eyes

♦  How can the board spend less time on administrative tasks

♦  Simplify communication and collaboration (email is not the solution!)

♦  Centralize group information and scheduling

♦  Look at roles and responsibilities with fresh eyes

♦  How can the board spend less time on administrative tasks

♦  Simplify communication and collaboration (email is not the solution!)

4.  Do a ‘Version 2.0’ event for the group

♦  Be truthful: Describe what you are seeing and feeling

♦  Ask how the group sees itself

♦  Propose some options

♦  Ask for feedback

♦  Ask for help

♦  Be truthful: Describe what you are seeing and feeling

♦  Ask how the group sees itself

♦  Propose some options

♦  Ask for feedback

♦  Ask for help

Empower Today and Position for the Future

Connect your boards and committees seamlessly on one platform.

Streamline communication for greater productivity.

Drive accountability and trust with transparency.

Save time. Lead better. Do more. From anywhere.

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