Processes and workflows for boards and committees.

Simple guides to improve communication, deliberation and decisions, especially when using Loomio for governance or in any ‘formal’ or ‘structured’ setting.

How to run a board meeting & make decisions online

How to run a board meeting in-person or remote effectively – give everyone a voice, work through items on the agenda and create space for meaningful discussions. Ensure quality governance by preparing on Loomio and make some decisions between meetings.

How to run a virtual AGM (assembly or…

This guide will help keep your business moving even when you can’t gather in person. It can also help any group have more effective big or formal meetings, especially those that happen infrequently.

VIDEO: easy wins, processes for better meetings & governance

Learn to ratify or approve meeting minutes (saving precious face-to-face time), better prepare for meetings by checking context and tracking engagement, and how to make a decision between meetings (especially time sensitive ones).

Supercharge your meetings

Our new guide, How to run a board meeting & make decisions online steps you through processes to improve your meetings and some decisions, preparation, and follow-up actions you can improve via Loomio.

Create a place for your board

Just trying to learn how to write a useful introduction/ Group Description for your group? Read on. Otherwise, we again recommend our How to run a board meeting… guide which includes all the steps for starting your group.

A Loomio group is a secure online place for your board. A Loomio group helps you increase communication and continue work between meetings, connecting your members wherever they are and at a time that suits them.

  1. In the Group description box write a clear purpose for why you have set up this group and a reason why people should join. For example; “This is the place for our board to have discussions and make decisions between meetings. Let’s save time, save on email and have better meetings."

  2. Consider what kind of decisions we will make in this group. For example; “Decisions we make on Loomio between meetings will be acknowledged in the minutes of the next board meeting."

  3. Consider who is involved and what we expect of each other. For example; “This is a private group for access by directors, CEO and company secretary. Feel free to contribute and raise new topics by starting a new thread."

  4. Consider how will Loomio complement our existing processes? For example; “We will use Loomio to set the board meeting agenda, prepare and upload board papers, agree actions, approve meeting minutes and discuss issues we do not have time to cover during meetings."

For example: