The Agenda Description and Purpose fields help categorise agenda items by their intended outcomes, ensuring clear communication during board meetings. They also help admins prepare a structured and clearly defined agenda.
Clarifying the goals of each item helps the board understand what will be discussed and what decisions need to be made. Categorisation and colour coding also help board members quickly identify expectations — whether an item is for discussion, information, or decision-making — allowing them to prepare effectively for key discussions.
Available agenda purposes
For Noting
Definition: Indicates information that board members should acknowledge but that does not require discussion or a decision.
Usage: Use this when the board needs to formally acknowledge receipt of information, often for compliance or governance tracking purposes.
Examples:
Compliance reports
Internal audits
Regulatory updates
For Decision
Definition: Signifies that the board must formally decide or approve the agenda item.
Usage: These items typically involve proposals, resolutions, or actions requiring a vote or formal agreement from the board.
Examples:
Proposals
Resolutions
Votes
For Discussion
Definition: Indicates topics intended for open discussion and exploration.
Usage: These items are used to gather feedback, viewpoints, or ideas from board members and may help inform future decisions.
Examples:
Strategy brainstorming
Exploring new initiatives
For Information
Definition: Indicates information board members should review and understand but that does not require action or decision-making.
Usage: These items provide background information or updates to help keep the board informed.
Examples:
Market updates
New research insights