Board Meetings & Retreats


  • Where are retreats held, and how long do they last?

  • How do we plan a board retreat?

  • How do we conduct a board retreat?

  • How do we follow up with participants after a board retreat?

  • What is a board meeting book?

  • What are meeting minutes, and who records them?

  • What do meeting minutes typically include?

  • How can we keep our board meetings on track?

  • What are Robert’s Rules of Order?

  • What are some sample “ground rules” for decision making?

  • Does the board need a quorum for voting?

  • How can we assess whether our meeting was effective?

  • How do we follow up with board members after meetings?

  • What is a board retreat, and how do we know if we need one?

  • Do we need an attendance policy for board meetings?

  • Who plans and coordinates board meetings?

  • What are some of the tasks involved in planning board meetings?

  • What purposes do agendas serve at board meetings?

  • What is a consent agenda?

  • How do we know if we've planned an efficient agenda?

  • What is the role of a facilitator at board meetings?

  • Who typically facilitates board meetings?

  • How does the board chair or facilitator run a board meeting?

  • How often should our board meet?

  • What are the ingredients of effective foundation board meetings?

  • Where should the board meet?

  • How long do board meetings usually last?

  • Can we hold our board meetings by phone or online?

  • Who attends board meetings?

Tear Sheets



Data and Research

Additional data is available in our Foundation Operations and Management Report

Additional Resources


Be part of the largest community for funders with few or no staff.

Join Now