Governance and finance ยท Lesson 12 of 15

Meetings, elections and leadership

A general meeting from notice to minutes: an annual general meeting is scheduled with the notice Adili checks, members are notified, signed in until quorum is met and vote on a motion, and the minutes are saved and the meeting closed. Then a vacant treasurer seat is filled under Leadership.

About 20 minutes

Key ideas

1

Notice comes first

Choose Schedule meeting and fill in the meeting type, date, venue and agenda. In our example: the annual general meeting, five weeks out, at the Head Office hall. Adili checks the notice each meeting type needs: twenty-one days for a general meeting, so a date too soon is refused.

2

Invite members, then reach quorum

Choose Notify members to text every active member; you see the cost before anything is sent. Members reply from the portal, and their replies add up on the meeting under Members' replies. On the day, open the meeting's Register and sign in each member as they arrive. Once Present reaches Required, you'll see Quorum met. Then choose Open session.

3

Motions and minutes

On Motions, table the resolution: in our example, adopt the budget, decided by show of hands. Choose Open voting, record the show of hands, then Close and declare; here it's passed. In a secret ballot, Adili records who got a ballot, never the vote. On Minutes, write and save them; the next meeting confirms them. Then close the meeting and download its report.

4

Leadership seats

Leadership marks every vacant seat, like the treasurer's in our example. Choose Assign, pick the member and the term, and choose Assign officer. You don't need to do this after an election: the winners are appointed for you when an election closes.

Practice

Try it in your training organization

  1. 1. Open Meetings & Votes and choose Schedule meeting. Pick an annual general meeting less than twenty-one days away and read why Adili refuses it, then move the date further out and add a venue and an agenda.
  2. 2. On the new meeting, choose Notify members and read the recipients and the cost. On training data, close it without sending.
  3. 3. Open a training meeting that is due today and go to its Register. Sign in members one by one until Present reaches Required and Quorum met shows, then choose Open session.
  4. 4. On Motions, table a resolution, for example adopting the budget by show of hands. Choose Open voting, record the show of hands, then Close and declare.
  5. 5. On Minutes, write short minutes and save them, then close the meeting and download its report.
  6. 6. Open Leadership and find a vacant seat. Choose Assign, pick a training member and the term, and choose Assign officer.

Check yourself

Watch the video and take the quiz

Sign in to watch this lesson's video, answer its 4 questions and count it towards your certificate. Your progress is saved.

Open in my learning