A nonprofit agenda is similar to a checklist for marketing agenda and is used as a reference for creating agendas focused on discussing management issues. These are agendas that companies and business undertakings are looking forward to getting involved in. Nonprofit agendas usually have information about matters which may be discussed in a particular meeting and also the reasons why the meeting is being held.
It is the objective of every agenda which is created to ensure that people who are expected to be present at the meeting are aware of its purpose. There is a need even for the nonprofit agenda to reach the invitee well before the scheduled date of the meeting. The organizers of the meeting must bear in mind that every attendee has at least one physical copy of the agenda.
Nonprofit agendas are written by nonprofit organizations to discuss matters related to their operations and not for generating revenue of any kind. Nonprofit agendas may be written for any one of the following purposes.
- To inform the organization of the appointment of the board for the initial meeting of the nonprofit organization.
- To have in place a systemized method of electing officers.
- To give information to the members of the nonprofit organization about the bylaws which are necessary.
- To approve various suggestions related to different issues that are to be discussed.
- To ensure that all items that need to be resolved are discussed appropriately by the management team.
Nonprofit agendas may be written to the people who are members of the nonprofit organization as well as invitees that are expressing an interest in becoming members. Existing members of the organization should receive the first precedence, and the agenda may be forwarded to other people that have evinced interest in joining the organization. All members of the board, as well as the management of the organization, must also receive the agenda.
A nonprofit agenda can be written by a member of the organization who is fully aware of the objectives of the meeting to be scheduled.
Points to consider while drafting Nonprofit Agendas
- The name of the organization that will be using the nonprofit agenda.
- The agenda must have information about the nature of the nonprofit organization.
- The list of attendees that are expected to participate may also be mentioned.
- The date of the meeting along with the location is also needed.
- The executive session which is always necessary should be present after every session.
- Included in the nonprofit agenda can be the report of the executive officer, the financial report of the organization and presentations from various departments of the business.
The member writing the agenda may also provide information about general announcements that need to be made by the attendees of the meeting and any actions which are required to be implemented without delays.
Example of Nonprofit Agenda 1
[Agenda: Name of The Nonprofit Organization]
[Location And Time of the Meeting:]
1 — Call to Order
2 — Roll call.
3 — Approval of the agenda.
4 – New business.
A) — Appoint a temporary secretary and a chairperson.
B) — Report on the filing of articles of incorporation.
C) — Adopt the bylaws of this organization [name of the nonprofit organization].
D) — Appointment of officers.
E) — Designate the office of the principal.
F) — Corporate bank account [optional].
G) — Fine for tax exemptions [optional].
H) — File necessary state reports [optional].
5 — Set dates for the next meeting.
6 — Comments by members and announcements.
7 — Adjournment.
Example of Nonprofit Agenda 2
[From Name of the Nonprofit Organization]
[Date, Time And Location Of the Meeting].
Agenda For the Annual General Meeting Of [Name of the Organization]
1. Minutes from the Last Meeting
2. Appointment of a new trustee.
3. The annual accounts.
4. Any projects being planned, currently executed and issues that need to be discussed.
Procedure for The Annual General Meeting:
– Call the meeting to order.
– Introduction of the member.
– Welcome to the third AGM (Annual General Meeting) of [name of the organization]
– Introduction of other directors and trustees.
Chairman’s note: I confirm in accordance with the Constitution of [name of the organization] a quorum for the meeting is present, and therefore I declare the meeting of shareholders and beneficiaries appropriately constituted. At the agenda for the meeting has been circulated to all members I consider the same as read. I also advise that the directors have confirmed the minutes of the annual general meeting held on [date] are true and represent an accurate record of the meeting. Copies of the minutes of the meeting are available at [name of the place].
1. Financial statements and a report by the auditors.
Ladies and gentlemen a motion is moved for adopting the financial statements and the auditor’s report for the year ending [term of the year]. I request a shareholder to second the motion.
The motion is presently open for a discussion. I will be happy to take questions and invite any discussions with shareholders as may be required.
2. Auditors report
I move an option to appoint new auditors.
3. Electing a director.
By the Constitution of the organization Mr. [name of the individual] retires from the casual vacancy which was created by the resignation of Dr. [name of the individual] last month. Mr. [name of the individual] is eligible for reelection and has offered himself for the same. The experience and expertise of the member will be invaluable for the organization.
I move a motion for Mr. [name of the individual] to be elected as a director of the organization.
I request a shareholder to second the motion.
The motion is now open for discussion.
4. Any other business?
No businesses to discuss at the moment.
This meeting stands concluded with this announcement, and I would like to thank you for your attendance. I invite the chief executive to make a presentation while reminding shareholders to join the directors for refreshments at the conclusion. Nonprofit organizations can conduct meetings despite them not being involved in any financial activities. They are in fact required to do so to meet with the requirements of the state and also to disclose information on any activities they are conducting or plan to conduct.