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Strategic Board Meeting Agenda Template

A well-structured board agenda is more than a checklist; it's a roadmap that drives strategic decisions. Prioritising key issues over routine updates ensures meetings focus on what matters most, boosting engagement and productivity.

With fewer than 12 meetings a year on average, a well-structured agenda helps maximise both the time and effort of your board members.

What's in the BoardPro Strategic Agenda Template?

The template helps you to create a strategic agenda that is tailored to your board and organisation. It guides you through detailing the crucial strategic issues and ensure that important discussions remain relevant and impactful.

With the template, items for noting, discussion or decisions are listed with key information, in order of importance, with the ability to move items around within the template to suit your meeting flow.

The Strategic Agenda Template and accompanying guide include:

  • Sections for your vision statement, strategic matters, board operations, professional board development, changes to strategic environment, items for board noting, and meeting review
  • Details on how to structure your agenda for the optimal meeting flow
  • Advice on which agenda items and paper are for decision, for discussion, or for noting
  • Which papers to include for dynamic board discussions

Get organised and download BoardPro's Strategic Agenda Template here

 

Download your strategic agenda template

What is a strategic agenda?

A strategic board agenda structures the board meeting to prioritise discussions that advance the organisation's goals. With traditional agendas, miscellaneous updates are often placed at the top, whereas a strategic agenda places critical topics first. This ensures the board's time is spent on the most important issues, enhancing engagement and boosting productivity.

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Why use a strategic agenda template?

Using a strategic board agenda template ensures board meetings focus on high-impact discussions rather than routine updates. It helps to:

  • Save time with a structured, easy-to-follow layout
  • Prioritise critical topics so decisions align with organisational goals
  • Maximise board members’ time and effort
  • Promote participation and ensure productivity
Download your template
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What Our Customers Say

"We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! It's organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. All around amazing!"
Ericka P
Secretary, Small-Business (50 or fewer emp.)
"This is an excellent board tool. Mobility, no paper, ease of navigation, brilliant note options. The ability to quickly find previous papers and minutes is also very helpful for accountability."
Paul M
Chairman, Mid-Market (51-1000 emp.)
"BoardPro has proven itself indispensable. The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved."
Virginia C
Board Secretary, Mid-Market (51-1000 emp.)
Staying at the top of your professional game! In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with BoardPro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly.
Arieta D
Human Resource & Compliance, Small-Business (50 or fewer emp.)
Completely changed our board meetings! The software drastically improves organization of documents and communication before and after meetings. It gives us a central place for recording and reviewing minutes. We use the action items feature extensively, which automates everything so nothing slips through the cracks. The technical support is impressive.
Peter K
President, Mid-Market (51-1000 emp.)

Strategic Agenda Template FAQs

What is a strategic agenda template?

A framework tool for boards to help plan and conduct meetings to focus on long-term goals and strategic goals, rather than routine updates. A strategic agenda provides an outline to ensure the prioritisation of critical topics, making the most of meeting time. 

How do I use the template?

Complete the form, and you will receive the template and associated resources by email. Then, download the files and enter your details and data.

Can I customise the template?

Yes, the template is fully editable to suit your needs.

What format is it in?

The template is provided in Microsoft format for easy editing.

Why should I use this BoardPro template?

It saves time, ensures professionalism, and aligns with best practices for creating annual work plans. 

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