Seraf Toolbox: Guidelines for Successful Board Meetings and Investor Reports with Early Stage Companies

Note: This article is part of an ongoing series on Board Directors. To learn more about their roles and responsibilities, download this free eBook today Director's Guidebook: How to be an Effective Board Director in Early Stage Companies or purchase our books at Amazon.com.

Board Meeting Guidelines and Agendas
Image by Tim Evanson

Running a successful board meeting requires planning and discipline. Which in turn requires some experience and some guidelines. Without this preparation, you will waste precious time focusing on the wrong things. To help you orchestrate great board meetings, we pulled together a collection of well-tested guidelines that will make any early stage company board more productive. Key areas include:

  • Topics you should cover in a company’s first board meeting

  • A high level agenda for regular board meetings

  • Typical board calendar structure for early stage companies

  • An overview of the package of materials that are sent out in advance of a board meeting

  • An outline for a quarterly report to all investors.

Download the Guidelines >>

For a more in-depth discussion on early stage company board issues, download our companion eBook: Director’s Guidebook: How to be an Effective Board Director in Early Stage Companies or purchase our books at Amazon.com.

To access additional resources and download more templates, view our entire Director’s Guidebook Series.