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One clear plan for the entire board year
The Annual Plan allows administrators and board secretaries to plan all board meetings in advance. Add meetings, define key topics, and create a structured overview of the board calendar before the year begins. Once approved, meetings can easily be converted into actual board meetings and published to the board calendar.
- Plan meetings in minutes:
Quickly add meetings and define essential details such as title, date, time, location, and key topics.
This creates a clear structure for the board calendar from the start.
- Support complex board meetings:
Strategy sessions, retreats, and workshops often span multiple days. The Add Date function makes it easy to schedule multi-day meetings while keeping everything organized within the annual plan. - Align the board before the year starts:
Export the annual plan as a PDF and share it with the Chair or board members for approval. Confirm meeting dates, priorities, and governance topics before publishing the meetings.
From annual plan to board meetings
Once the plan is approved, meetings can quickly be turned into actual board meetings.
Create meeting drafts
Generate meeting drafts directly from the annual plan, including dates, details, and planned topics.
Adjust details if needed
Review and update meeting information before publishing to ensure everything is accurate.
Publish to the board calendar
Board members immediately gain visibility into the board’s upcoming meetings and agenda themes.
