NiklasJames.com

Board meeting scheduling

Board meeting scheduling: best practices.

• Schedule at least 6 months in advance. People feel really important when you send them calendar invites for 18 months out, and I can guarantee you they don't have any conflicts then.

• Hold the meetings at the same time for consistency (e.g., 3rd Thursday morning of each quarter at 8:30am).

• And in the same location too, ideally. With hot coffee.

• Include a video call option for those in different locations. Bonus points if you always use the same video call link.

• Assemble the full board in-person at least 1x/yr.

• Send the materials 48-72 hours before the meeting.

• Send the minutes within 48-72 hours after the meeting.

• Use TTM and y-o-y reporting (board members can't remember much from quarter to quarter).

About the author

Hi, Niklas here 🙂📝

This is my journey as an independent sponsor & equity investor.

I publish tactical insights for deal-by-deal private equity.

Subscribe for my short-form content in your inbox (~3x/wk).

NiklasJames.com

Great! You’ve successfully signed up.

Welcome back! You've successfully signed in.

You've successfully subscribed to NiklasJames.com.

Success! Check your email for magic link to sign-in.

Success! Your billing info has been updated.

Your billing was not updated.