Survival Tips on
Robert's Rules of Order

Agenda
Sample
Agenda
Chart
Minutes
Sample
Minutes
DOs & DON'Ts
 
Minute's DOs and DON'Ts
Master Your Meetings - Teleseminar March 31, 2011

Make sure you ...

  1. DO use the agenda as a guide;
  2. DO record the kind of meeting, date, time, and location;
  3. DO record the presiding officer's and the minute taker's complete name;
  4. DO record the presence of a quorum if announced by the presiding officer;
  5. DO write the full name of the maker of every motion;
  6. DO include the totals from the treasurer's report for previous balance, receipts, disbursements, and current balance;
  7. DO record the full names of officers and committee chairs who presented a report;
  8. DO file complete signed reports of all written reports attached to the minutes as exhibits;
  9. DO enter motions and amendments in the exact wording as stated by the presiding officer and as finally adopted;
  10. DO show the exact action taken on every motion (e.g., adopted, defeated, postponed, referred, etc.);
  11. DO record all counted votes, for and against;
  12. DO record all Notices, Points of Order, Appeals (including the reason for the chair's ruling and the outcome of the appeal);
  13. DO include the category of business;
  14. DO list the names of members elected or appointed to special committees, the name of each committee, and its purpose;
  15. DO include important announcements pertaining to the whole society.

 
Make sure to ...

  1. NOT forget to check past minutes for agenda items;
  2. NOT include the names of the seconders;
  3. NOT include every detail from a report;
  4. NOT include any content of the debate unless ordered to do so;
  5. NOT include any motion withdrawn before the presiding officer stated it;
  6. NOT include personal opinions or descriptive phrases;
  7. NOT include words of praise or criticism from anyone;
  8. NOT forget to include the time of adjournment;
  9. NOT close with "Respectfully submitted,";
  10. NOT forget to date and sign the minutes with your title, adding whether the minutes were later adopted with or without corrections.

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RONR (Robert's Rules of Order Newly Revised, 10th Ed., 2000, Perseus Publishing, Cambridge, Massachusetts, 704 p)

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