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> bOARDS PORTION CHECKLIST
bOARDS PORTION CHECKLIST
Preparation
Confirm meeting date and time
Review agenda and materials
Distribute documents to board members
Ensure technology is set up for virtual attendance (if applicable)
Documentation
Collect and organize reports from committees
Prepare minutes from the previous meeting
Compile financial statements and budgets
Ensure compliance documents are up to date
Meeting Logistics
Reserve meeting space or set up virtual platform
Arrange seating for board members
Provide name tags or identification for attendees
Prepare refreshments or meals if applicable
Board Member Engagement
Review roles and responsibilities of each member
Prepare questions or discussion points for each agenda item
Encourage member participation and input
Follow-Up
Assign action items and responsibilities
Schedule the next meeting date
Distribute meeting minutes and action item list
Collect feedback from board members on the meeting process
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