Prompt: draft a board meeting agenda

A good agenda turns a trustee meeting from a round of updates into a set of decisions. This prompt builds a structured agenda from your topics, marks each item as a decision, discussion or information point, and adds realistic timings. You adjust the order and timing to suit your board.

What to paste in

Give the AI the meeting details, the items you need to cover, the decisions that must be made, and any deadlines. It adds the standard governance items and suggests timings.

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What to check afterwards

Confirm the board will have the papers it needs for each decision, keep conflicts of interest as a standing item, and check the total timing is realistic. Flag anything confidential for a closed session and send papers early enough to read.

Keeping conflicts of interest as a standing agenda item prompts trustees to declare them at every meeting — a small habit that protects the whole board.

Worked example

The illustrative example shows decision items placed early, realistic timings, and papers noted where a decision needs them.

CharityIQ can assemble the agenda from your last minutes, open actions and finance data, so nothing outstanding is missed.