Have you ever been uncertain about whether an item to be decided by your board requires a formal motion? Perhaps your board flirts with some version of “Robert’s Rules” even though no one really knows them? Maybe your board follows past practices with respect to making motions with no idea of where the procedures came from, or what could be improved. If any of this is true, you are in good company.
You might be surprised to know that here is no universally accepted or prescribed set of procedures that non-profit boards must follow in their deliberations and decisions. Yes, there are a set of meeting procedures many people have heard of called Robert’s Rules, but that is not where I am going here.
What I want to do is suggest that some decision items can benefit from a more formal approach to decision-making and some items can be handled more informally. I also want to encourage non-profit boards to create and write down their own procedures in the form of a simple set of guidelines. Finally, I will provide a complete example to take away.