BoardEffect Logo
Blog / How to better prepare your board members for meetings

How to better prepare your board members for meetings

Jill Holtz

July 01, 2026

fb logox logolinkedin logo

Great preparation isn't just about reading the board book — it's about understanding it. BoardEffect's AI Smart Summary, part of GovernAI, distils complex board materials into clear, structured summaries so that board members can zero in on the issues that need their attention, arrive in the meeting with genuine confidence and engage more meaningfully with the decisions at hand. Less time parsing, more time thinking.

To get started, just sign in to your BoardEffect account and look for the GovernAI trial experience, or learn more about how GovernAI works here.

Elevating the impact of a nonprofit board member

Preparation is the difference between a board member who participates and one who contributes. Our guide on elevating the impact of a nonprofit board member explores what separates high-impact trustees from the rest — from how they approach pre-reading to how they show up in the room — and what governance professionals can do to help every board member reach that standard.

Pair it with our board alignment guide for a practical framework to keep your board unified around strategic goals and better prepared for every meeting.

How CUES cut board book preparation time from three weeks to one

For CUES, a membership organisation serving more than 50,000 credit union leaders, getting board members prepared for meetings used to be an exercise in frustration. Producing board books took two to three weeks — leaving directors with less time to review materials and arrive truly ready. With BoardEffect, that preparation time dropped to under a week. Directors now access meeting materials, strategic plans, budgets and committee documents quickly and securely, with email notifications prompting action when needed. The result: better-prepared board members, faster decisions and a governance process the whole leadership team trusts.

"We have significantly saved time. Previously, we spent two to three weeks preparing the board book, but now it takes less than a week."

– Ruth Shirley, Executive Administrator and Board Liaison, CUES

Read the full story here

News and events

BoardEffect webinars, all available to watch on demand:

Upcoming events where you can visit our booth and connect with our team

ASAE Annual Meeting & Exposition 2026 August 15–18, 2026 – Indianapolis, Indiana

The ASAE Annual Meeting & Exposition is the premier annual gathering for association professionals — bringing together more than 5,000 executives, board leaders and industry partners for education, networking and knowledge sharing. Sessions cover governance, member engagement, technology, financial stewardship and leadership development, making it an invaluable event for nonprofit and association board members looking to sharpen their practice and connect with peers from across the sector.

More nonprofit events for your calendar for the rest of the year.

Upcoming seasonal events to celebrate with your board

Seasonal events aren't just for the calendar, they help foster community engagement, build trust, educate the community and raise morale. We've compiled a handy list of special events to make it easy to plan ahead and keep your board aligned with key moments throughout the year. Download your free 2026 calendar today to start planning.

July is Plastic Free July — a global movement encouraging organizations and individuals to refuse single-use plastic and champion more sustainable practices. For nonprofit boards, it's a timely opportunity to turn environmental values into visible leadership. Here are 4 ways your board can engage meaningfully:

  1. Make it a board policy moment: Use Plastic Free July as the prompt to add a sustainability review to your next board meeting agenda. A focused conversation on your organization's environmental practices — procurement, events, offices — can move sustainability from a statement of intent to a governed commitment with real accountability.
  2. Launch a staff and volunteer challenge: Invite your wider team to take the Plastic Free July pledge and share their progress. Board members can visibly champion the effort, reinforcing a culture where sustainability is led from the top and lived throughout the organization.
  3. Engage your donors and community: Share a short communication signed by a board member connecting your mission to the Plastic Free July movement. It's a low-effort, high-impact way to deepen relationships with supporters who care about environmental impact and show that your board leads with purpose beyond your core programs.
  4. Use it to start a longer conversation: The best boards use awareness moments to spark ongoing governance commitments. Plastic Free July can be the starting point for a broader environmental policy review — setting measurable targets, assigning board-level ownership and committing to a progress update at the end of the year.

How to make board self‑assessment part of your governance DNA

Board self-assessment is one of the most effective, and often overlooked, tools for strengthening governance. In this episode of Leading with Purpose, governance experts Barbara Paxton of BoardStrong and Steve Schroeder, former school board member and governance leader, explore how mission-driven boards can turn self-evaluation from a box-ticking exercise into a catalyst for continuous improvement.

Together, they discuss why many boards struggle with self-assessment, the key areas boards should evaluate, and practical ways to gather honest feedback, build trust, and turn insights into meaningful action. They also share how regular self-evaluation can strengthen board engagement, accountability and mission impact.

Listen here.

Find links to all our episodes here (and wherever you find your podcasts) and thanks for taking the time to rate the podcast!

What's trending

Our pick of the most popular items on our blog this month:

Until next month

Better-prepared board members make for better meetings — and better meetings make for stronger organizations. We hope this month's resources give you practical ways to raise the bar. As always, we'd love to hear how your board is evolving — connect with us and the wider BoardEffect community at boardeffect.com.

Jill is a Content Strategy Manager at Diligent. Her strategy background and content expertise working across a variety of sectors, including education, non-profit and with local government partners, allows her to provide unique insights for organizations looking to achieve modern governance.

Interested in learning more ?

Learn why 180k+ users are using BoardEffect for their board portal solution!

SHARE THIS POST

fb logox logolinkedin logo

Popular Links