tips for planning board meeting

Tips to Expand Results for the New Year's Board Meeting Agenda

January 02, 20244 min read

The beginning of a new year and a new month is always a great time to hit the reset button.  In the church world, the beginning of the year is often the time when leaders are rolling off of leadership boards and new leaders are rolling on. This is yet another great opportunity to assess and analyze.  Fresh eyes and perspectives are now sitting at the table to ask these important questions.  What’s working well?  What needs improvement?  Where are our blind spots?

The very first analysis is taking a good look at the agenda used for each leadership board meeting.  Typically board meetings following a routine format.  How well is that format serving the purpose of the organization and the work of the board members?  This sounds like a pretty elementary question, right?  Yet, so many agendas follow a historical rhythm rather than a mission-focused, results-oriented, and asset-aligned purpose. The typical historical agenda topics typically include: opening prayer by the pastor, a list of reports presented by committee chairs, old business, new business, problem-solving, and closing prayer by the pastor.  

To truly expand the mission and maximize the church’s Kingdom impact, it might be time to assess the agenda of the leadership board. The leadership board is the entity accountable for ensuring the church is living out its purpose and leveraging its assets in the best possible way for the mission.  The agenda is the vehicle that provides the format and focus for the conversations, the exchange of information, and the outcomes of each board meeting. A leadership board can have the best of intentions, but can still be ineffective without an agenda which is mission-focused, results-oriented, and asset-aligned.

Following are a few tips to consider if your leadership board would like to expand the mission and maximize the church’s Kingdom impact in the new year:

  • Eliminate the reading of reports at meetings. This is a complete waste of time!  Any reports that need to be shared should be sent ahead of time to the board members.  If someone needs to attend a meeting to know what’s going on at the church, you have a communication issue. Board meetings are not a substitution for a newsletter.  Most reports are typically ministry highlights and the audience is the whole church and therefore are more appropriate for distribution via newsletter.  Other reports such as financial and minutes need to be distributed ahead of time so board members have the time to review and are ready to approve or discuss.

  • What impact indicators are being measured to ensure the church is living out its purpose/mission?  In other words, what lead and/or lag measure is the leadership board monitoring every month to confirm the ministries, resources, staff, teams, and assets that are being deployed are actually accomplishing the mission of making disciple-making disciples? If they are, how are they celebrating, expanding, and sharing this great news?  If not, how are they assessing and making decisions to course-correct and get back on track?

  • Take a look at the topics on the agenda.  How is the leadership board developing guiding principles to eliminate their interaction or decision-making from being a bottleneck from the day-to-day operational and ministry decisions?  

  • How much time is spent focused on who is already a part of the faith community versus how to connect with who is not yet a part of the faith community?  To truly expand the mission and maximize the church’s Kingdom impact, a greater percentage of the agenda will need to focus on those yet to be gathered than those already gathered. This includes understanding the mission field the church has taken responsibility for reaching and being a church who is competent, compelling, and vital enough to do so.

  • Who is engaged and leading the board meeting?  The chair and pastor should not be the only leaders leading the meeting.  Each board member should take their turn over the course of the year to lead in prayer, spiritual formation, leadership development, reports/presentations from work team assignments, etc.  Having all board members fully engaged and committed is critical.  Of course, these expectations need to be explained when they are first considered by the Committee on Nominations and then reinforced by the annual leadership covenant signed by the leadership board members.

While this is not an exhaustive list of agenda recommendations, it is a great starting point to begin evaluating your agenda heading into this new year. Which tip could you adopt first that might have the greatest impact?  Start there and implement that one.  Next month, choose the next tip to implement.  Before you know it, you will have completely revamped your agenda and your meeting will be completely reformatted and your leadership board conversations will become much more mission-focused, results-oriented, and asset-aligned.  

Kay’s purpose is to Equip and Empower Leaders of Faith Communities How to Engage in More Effective Ministry.
Kay Kotan is the founder of You Unlimited (coaching, consulting and training company) and The Greatest Expedition – a collaboration of more than twenty thought leaders providing resources and insights for a congregational journey to develop new MAPS (ministry action plans) to reach new people in your community.  Kay also launched Multipliers’ Movement – a gathering of kingdom multipliers for sharing, equipping, and encouraging.
She is a CoachU and Advanced CoachU Graduate, an accredited coach (PCC: Professional Certified Coach) with the ICF, International Coaching Federation, a Certified Path 1 Coach, and once served on the faculty at Coaching4Clergy.  As a passionate lay person, she has a banking background and has been a business owner for more than 25 years.  Kotan has served as a church developer for conferences and worked with churches, pastors, conferences, and judicatory leaders across the country for more than a decade.  She is most proud to be the wife of Bob for over 30 years and the mother of their adult son, Cameron.
Kay is the author of multiple books, workbooks, and resources including Gear Up:  Nine Essential Processes for the Optimized Church, Cry From the Pew, Full Schedules, Barren Souls, Being the Church in the Post Pandemic World, and Journey Preparation: Surveying Your Church’s Landscape,  as well as the co-author of the books titled:  IMPACT!:  Reclaiming the Call of Lay Ministry, Small Church Check-Up, Insights on Productivity, Renovate or Die – Ten Ways to Focus Your Church on Mission, Ministry 3.0 and Get Their Name , Ten Prescriptions for a Healthy Church, Necessary Nine – Nine Things Effective Pastors Do Differently, Launching Leaders:  Taking Leadership Development to New Heights, Strategy Matters:  Your Roadmap to Planning a Strategic Ministry Planning Retreat, Voices of Christmas: A Daily Devotional for Advent and Expanding the Expedition Reach Through Marketplace Multipliers. Mission Possible for the Small Church. Inside Out: Everting Ministry Models for the Postmodern Church, and more. Kotan and her co-author Bradford published their third version of the best-seller, Mission Possible:  Simple Structure for Missional Effectiveness.  

Mrs. Kotan spends her time investing in pastors, laity leaders, congregations, and judicatory leaders through equipping, coaching, and creating resources to help them discover and live into their fullest missional potential of effectiveness and fruitfulness to reach people for Jesus Christ.  Through her enthusiasm, truth-telling, and passion, she challenges those who encounter her in both their thinking and their doing.

Kay Kotan

Kay’s purpose is to Equip and Empower Leaders of Faith Communities How to Engage in More Effective Ministry. Kay Kotan is the founder of You Unlimited (coaching, consulting and training company) and The Greatest Expedition – a collaboration of more than twenty thought leaders providing resources and insights for a congregational journey to develop new MAPS (ministry action plans) to reach new people in your community.  Kay also launched Multipliers’ Movement – a gathering of kingdom multipliers for sharing, equipping, and encouraging. She is a CoachU and Advanced CoachU Graduate, an accredited coach (PCC: Professional Certified Coach) with the ICF, International Coaching Federation, a Certified Path 1 Coach, and once served on the faculty at Coaching4Clergy. As a passionate lay person, she has a banking background and has been a business owner for more than 25 years. Kotan has served as a church developer for conferences and worked with churches, pastors, conferences, and judicatory leaders across the country for more than a decade. She is most proud to be the wife of Bob for over 30 years and the mother of their adult son, Cameron. Kay is the author of multiple books, workbooks, and resources including Gear Up: Nine Essential Processes for the Optimized Church, Cry From the Pew, Full Schedules, Barren Souls, Being the Church in the Post Pandemic World, and Journey Preparation: Surveying Your Church’s Landscape, as well as the co-author of the books titled: IMPACT!: Reclaiming the Call of Lay Ministry, Small Church Check-Up, Insights on Productivity, Renovate or Die – Ten Ways to Focus Your Church on Mission, Ministry 3.0 and Get Their Name , Ten Prescriptions for a Healthy Church, Necessary Nine – Nine Things Effective Pastors Do Differently, Launching Leaders: Taking Leadership Development to New Heights, Strategy Matters: Your Roadmap to Planning a Strategic Ministry Planning Retreat, Voices of Christmas: A Daily Devotional for Advent and Expanding the Expedition Reach Through Marketplace Multipliers. Mission Possible for the Small Church. Inside Out: Everting Ministry Models for the Postmodern Church, and more. Kotan and her co-author Bradford published their third version of the best-seller, Mission Possible: Simple Structure for Missional Effectiveness. Mrs. Kotan spends her time investing in pastors, laity leaders, congregations, and judicatory leaders through equipping, coaching, and creating resources to help them discover and live into their fullest missional potential of effectiveness and fruitfulness to reach people for Jesus Christ. Through her enthusiasm, truth-telling, and passion, she challenges those who encounter her in both their thinking and their doing.

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