Board Meetings
Board Meetings
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SOUTH CAROLINA CHAPTER: Maximizing Effectiveness with a Rolling Board Meeting Agenda
SOUTH CAROLINA CHAPTER: Maximizing Effectiveness with a Rolling Board Meeting Agenda
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SUMMARY: ATD South Carolina implemented a rolling board agenda in 2024 using Google Docs to enhance flexibility, responsiveness, and decision making while reducing administrative workload. This approach allows real-time collaboration, version control, and seamless integration with other Google Workspace tools, improving accountability and accessibility. Initially developed in late 2023 and introduced at the board retreat, the rolling agenda has streamlined meetings, ensured consistent tracking of ongoing issues, and enabled a more strategic focus, earning positive feedback from board members for its efficiency and effectiveness.
SUMMARY: ATD South Carolina implemented a rolling board agenda in 2024 using Google Docs to enhance flexibility, responsiveness, and decision making while reducing administrative workload. This approach allows real-time collaboration, version control, and seamless integration with other Google Workspace tools, improving accountability and accessibility. Initially developed in late 2023 and introduced at the board retreat, the rolling agenda has streamlined meetings, ensured consistent tracking of ongoing issues, and enabled a more strategic focus, earning positive feedback from board members for its efficiency and effectiveness.
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South Carolina - SOS Submission Form
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South Carolina - Panelist Questions
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South Carolina - Meeting Agenda
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YEAR: 2024
YEAR: 2024
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SOUTH FLORIDA CHAPTER: Board of Directors Collaborative Agenda
SOUTH FLORIDA CHAPTER: Board of Directors Collaborative Agenda
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SUMMARY: The South Florida Chapter revamped its Board of Directors’ meeting structure by replacing individual VP slide reports with a collaborative shared agenda. This new format fosters transparency, engagement, and cross-functional collaboration, ensuring that all board members contribute updates, requests for support, and wins. By allowing agenda contributions in advance, meetings now focus on strategic discussions rather than routine status updates. The shared document also enhances accountability by tracking changes, notes, and action items. This approach has streamlined decision making, encouraged director participation, and even resulted in shorter, more productive meetings, reinforcing the chapter’s vision to empower, spotlight, and include.
SUMMARY: The South Florida Chapter revamped its Board of Directors’ meeting structure by replacing individual VP slide reports with a collaborative shared agenda. This new format fosters transparency, engagement, and cross-functional collaboration, ensuring that all board members contribute updates, requests for support, and wins. By allowing agenda contributions in advance, meetings now focus on strategic discussions rather than routine status updates. The shared document also enhances accountability by tracking changes, notes, and action items. This approach has streamlined decision making, encouraged director participation, and even resulted in shorter, more productive meetings, reinforcing the chapter’s vision to empower, spotlight, and include.
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South Florida - SOS Submission Form
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South Florida - Agenda Template
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South Florida - Email Template
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South Florida - Sample Agenda
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YEAR: 2024
YEAR: 2024
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CENTRAL FLORIDA CHAPTER : Board Action Planning and Accountability
CENTRAL FLORIDA CHAPTER: Board Action Planning and Accountability
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SUMMARY: The Central Florida Chapter designed and implemented a new board member update and meeting template to streamline board meetings, promote action planning, and increase accountability within the board. By centering the template around events, action items, responsible parties, and areas for support, the chapter could better capture the board’s work while tracking progress toward chapter goals. Furthermore, using Google Slides allowed the board to standardize their meeting structure and work collaboratively while providing the flexibility to include notes, images, and data as part of the meeting agenda. As a result, the chapter has increased the board meetings’ efficiency and better tracked ongoing projects and chapter metrics.
SUMMARY: The Central Florida Chapter designed and implemented a new board member update and meeting template to streamline board meetings, promote action planning, and increase accountability within the board. By centering the template around events, action items, responsible parties, and areas for support, the chapter could better capture the board’s work while tracking progress toward chapter goals. Furthermore, using Google Slides allowed the board to standardize their meeting structure and work collaboratively while providing the flexibility to include notes, images, and data as part of the meeting agenda. As a result, the chapter has increased the board meetings’ efficiency and better tracked ongoing projects and chapter metrics.
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Central Florida - SOS Submission Form
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Central Florida - Sample Board Meeting Slides
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Central Florida - Editable Board Meeting Template
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YEAR: 2023
YEAR: 2023
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NEW YORK CITY CHAPTER: Board Meeting Position Status Report Templates
NEW YORK CITY CHAPTER: Board Meeting Position Status Report Templates
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SUMMARY: To promote accountability and build a stronger board, the ATD New York City Chapter Board created three templates to guide board meetings. The Status Report Template documents any updates and relevant information about each role and enabled the board to move information out of the monthly board meetings. The Board Notes Template provides the detail behind the information included in the meeting minutes and serves as the working document behind all board business. The Meeting Minutes Template captures the outcomes of the discussions and is made accessible to interested chapter members. The templates helped the chapter board eliminate duplicated work, identify new synergies, more accurately reflect what each position does, and serve as a better reference for future boards.
SUMMARY: To promote accountability and build a stronger board, the ATD New York City Chapter Board created three templates to guide board meetings. The Status Report Template documents any updates and relevant information about each role and enabled the board to move information out of the monthly board meetings. The Board Notes Template provides the detail behind the information included in the meeting minutes and serves as the working document behind all board business. The Meeting Minutes Template captures the outcomes of the discussions and is made accessible to interested chapter members. The templates helped the chapter board eliminate duplicated work, identify new synergies, more accurately reflect what each position does, and serve as a better reference for future boards.
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New York City - SOS Submission Form
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New York City - Board Meeting Minutes Template
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New York City - Board Meeting Notes
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New York City - Status Report Template
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YEAR: 2018
YEAR: 2018
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VALLEY OF THE SUN CHAPTER: Board Meeting Minutes Collaboration through Google Docs
VALLEY OF THE SUN CHAPTER: Board Meeting Minutes Collaboration through Google Docs
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SUMMARY: To increase ownership of the meeting minutes for all board members, the board shifted the responsibility from the secretary role to all members of the board. Using a consistent template set up in Google Documents, the board members added in their information in advance of the meeting. While meetings are held virtually, all board members can view the document simultaneously on the call. The change has decreased the hours spent on crafting the meeting minutes and increased transparency as meeting minutes are available sooner to members.
SUMMARY: To increase ownership of the meeting minutes for all board members, the board shifted the responsibility from the secretary role to all members of the board. Using a consistent template set up in Google Documents, the board members added in their information in advance of the meeting. While meetings are held virtually, all board members can view the document simultaneously on the call. The change has decreased the hours spent on crafting the meeting minutes and increased transparency as meeting minutes are available sooner to members.
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Valley of the Sun - SOS Submission Form
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YEAR: 2018
YEAR: 2018
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NEBRASKA CHAPTER: Board Education
NEBRASKA CHAPTER: Board Education
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SUMMARY: In 2016, the chapter’s executive council began incorporating a monthly “Education Nugget” into board meetings to keep the group informed. Topics vary from month-to-month and include information about the chapter, ATD, and general leadership topics. Board members are learning more each month and realizing that there is a large benefit to being a leader of an ATD chapter.
SUMMARY: In 2016, the chapter’s executive council began incorporating a monthly “Education Nugget” into board meetings to keep the group informed. Topics vary from month-to-month and include information about the chapter, ATD, and general leadership topics. Board members are learning more each month and realizing that there is a large benefit to being a leader of an ATD chapter.
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Nebraska - SOS Submission Form
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Nebraska - Survey
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YEAR: 2017
YEAR: 2017
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CHATTANOOGA CHAPTER: Keeping Board Members Engaged and Up-To-Date With Monthly Calls with the President
CHATTANOOGA CHAPTER: Keeping Board Members Engaged and Up-To-Date With Monthly Calls with the President
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SUMMARY: To ensure that board members stayed engaged between meetings, the chapter president set up monthly calls with each board member in addition to the monthly board meetings. This process helped ensure all deadlines were met and allowed the president to understand what questions individual board members had. The calls provided each board member with an outlet if they had questions or concerns that they did not want to ask with the full group.
SUMMARY: To ensure that board members stayed engaged between meetings, the chapter president set up monthly calls with each board member in addition to the monthly board meetings. This process helped ensure all deadlines were met and allowed the president to understand what questions individual board members had. The calls provided each board member with an outlet if they had questions or concerns that they did not want to ask with the full group.
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Chattanooga - SOS Submission Form
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YEAR: 2017
YEAR: 2017
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GREATER ATLANTA CHAPTER: Efficient Board Meeting Scheduling
GREATER ATLANTA CHAPTER: Efficient Board Meeting Scheduling
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SUMMARY: To make board meetings accessible to people in a wide geographic area, the Greater Atlanta Chapter Board of Directors efficiently scheduled its meetings to align with the chapter’s programming schedule. On even months, the board holds meetings prior to chapter meetings and on odd months, meetings are held online since there is not a chapter meeting. This schedule has helped significantly cut down on the amount of time spent traveling to and from a stand-alone meeting.
SUMMARY: To make board meetings accessible to people in a wide geographic area, the Greater Atlanta Chapter Board of Directors efficiently scheduled its meetings to align with the chapter’s programming schedule. On even months, the board holds meetings prior to chapter meetings and on odd months, meetings are held online since there is not a chapter meeting. This schedule has helped significantly cut down on the amount of time spent traveling to and from a stand-alone meeting.
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Greater Atlanta - SOS Submission Form
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YEAR: 2017
YEAR: 2017
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MARYLAND CHAPTER: Engaging Through Open Board Meetings
MARYLAND CHAPTER: Engaging Through Open Board Meetings
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SUMMARY: To encourage more engagement from chapter members, the board opened its meetings to members. The chapter moved its monthly board meeting to a weekend day and extended the time allotted. The board sent out invitations to members to attend. This open invitation allowed members to see what happens behind the scenes and encouraged volunteerism. From the initiative, the chapter filled two board positions with members that attended the board meeting.
SUMMARY: To encourage more engagement from chapter members, the board opened its meetings to members. The chapter moved its monthly board meeting to a weekend day and extended the time allotted. The board sent out invitations to members to attend. This open invitation allowed members to see what happens behind the scenes and encouraged volunteerism. From the initiative, the chapter filled two board positions with members that attended the board meeting.
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Maryland - SOS Submission Form
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YEAR: 2017
YEAR: 2017
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NORTHEAST WISCONSIN CHAPTER : Changing Venues and Improving the Community
NORTHEAST WISCONSIN CHAPTER: Changing Venues and Improving the Community
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SUMMARY: The chapter moved its programming and board meeting venue from a local hotel to a local nonprofit organization, the Goodwill, in order to reduce its costs from approximately $4,000 to $1,000 per year. By reallocating these costs, the chapter is better positioned to achieve its 2016 focus of bringing its members more valuable learning programs with a strategic focus that involves both local and national talent. Additionally, the new location provides the community with an increased awareness of the Goodwill’s mission, and has resulted in members bringing items to donate to the chapter’s events.
SUMMARY: The chapter moved its programming and board meeting venue from a local hotel to a local nonprofit organization, the Goodwill, in order to reduce its costs from approximately $4,000 to $1,000 per year. By reallocating these costs, the chapter is better positioned to achieve its 2016 focus of bringing its members more valuable learning programs with a strategic focus that involves both local and national talent. Additionally, the new location provides the community with an increased awareness of the Goodwill’s mission, and has resulted in members bringing items to donate to the chapter’s events.
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Northeast Wisconsin - SOS Submission Form
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YEAR: 2016
YEAR: 2016
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DETROIT CHAPTER: Chapter Meeting Host
DETROIT CHAPTER: Chapter Meeting Host
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SUMMARY: In the past, the chapter president played the role of host at each chapter meeting. The chapter meeting host is charged with reviewing chapter business, introducing the speaker, selecting winners of gift drawings, and providing closing remarks. In order to showcase specific different board member roles to attendees, the chapter chose to rotate this responsibility among each of the board members. By rotating this responsibility, chapter members are exposed to the individual members of the chapter's leadership team, and board members are excited for the opportunity to host a meeting.
SUMMARY: In the past, the chapter president played the role of host at each chapter meeting. The chapter meeting host is charged with reviewing chapter business, introducing the speaker, selecting winners of gift drawings, and providing closing remarks. In order to showcase specific different board member roles to attendees, the chapter chose to rotate this responsibility among each of the board members. By rotating this responsibility, chapter members are exposed to the individual members of the chapter's leadership team, and board members are excited for the opportunity to host a meeting.
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Detroit - SOS Submission Form
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Detroit - Host Process
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YEAR: 2015
YEAR: 2015
