A good agenda can make or break a board meeting. Our Agenda Builder helps you create board packages faster that ensure smooth, productive and successful board meetings.
Say goodbye to all that manual effort to prepare board packages. With Aprio’s Agenda Builder, create customizable agenda templates and tailor each agenda by adding topics and subtopics and uploading board documents in minutes. Easily track meeting attendees and manage meeting time for optimal productivity.
Add any document to your board packages. From PDFs to Excel spreadsheets, our Agenda Builder makes it easy to upload and access all your board materials – regardless of file type.
Ready to see how our agenda building tools can help you set clear meeting objectives and keep your team on the same page? Connect with one of our product specialists to get a personalized tour today.
Help board members stay on schedule during your board meeting with Aprio’s Agenda Builder time management feature. Set time allocations for each agenda item and assign presenters to keep sessions running smoothly.
Charline McKissick
Chief Human Resources Officer Canadian Scholarship Trust
Create well-structured agendas to run more productive board meetings. See how our user-friendly and time-saving Agenda Builder can benefit your board.
Structured agendas are essential for effective board governance. When board members know in advance what will be discussed, the time required for each topic, and what materials to review, they can prepare appropriately and contribute meaningfully.
A well-organized agenda prioritizes items requiring decisions, allocates time effectively, and creates space for substantive dialogue on strategic issues.
By distinguishing between discussion items and information sharing, boards can focus their valuable time on matters that truly benefit from collaborative thinking and oversight.
You can create a board meeting agenda using Aprio’s Agenda Builder in a few ways. You can create a template from scratch, including adding in topics, with optional time allocations and presenters. You can customize your agenda items in the desired order and also add links and upload documents. You can also start from an existing agenda, or upload a file directory to save more time on creating your meeting agenda.
Once your agenda is completed, save and publish the agenda and email it to board members to access in the board portal. They can view, comment, and collaborate on the agenda items before the meeting. Updates can be made at any time, ensuring everyone has the latest version.
Absolutely! Aprio’s Agenda Builder offers the flexibility to create recurring meeting templates that automatically populate agenda items. Start with the template but customize it as you need to for each meeting.
Aprio’s Agenda Builder allows you to allocate specific time slots to agenda items and assign presenters. Agendas that include assigned presenters and time slots can help your board stay on schedule.
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