Ann Macfarlane

Making a motion is a power move

By Ann Macfarlane / May 1, 2020 /
A hand, making a motion, moves a black king chess piece on a chessboard, surrounded by arranged white chess pieces.

As readers know, in a small board (up to about 12 people), it is fine to discuss an issue without having a formal motion on the table. Many of our nonprofit boards do this. A topic is listed on the agenda, and people kick it around before coming to a consensus about what to do.…

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Executive session in nonprofit board meetings

By Ann Macfarlane / April 7, 2020 / Comments Off on Executive session in nonprofit board meetings
A magnifying glass focusing on the word "privacy" in red, emphasizing the concept of privacy scrutiny or examination, much like the intense deliberation seen in an executive session.

Directors of nonprofit organizations accept substantial and serious responsibilities when they agree to serve on a governing board. In order to fulfill those responsibilities, it is important for them to understand the fundamental rules and principles that guide their meetings. We have found that there is much confusion about nonprofit boards holding meetings in executive…

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Tips for government bodies meeting remotely

By Ann Macfarlane / March 30, 2020 /
A person participates in a remote video conference call on a laptop with four other individuals, holding a document displaying a colorful pie chart, during an important government bodies meeting.

  The big moment is here. You’ve done your due diligence by: reviewing any emergency declarations affecting local government meetings in your state, studying how your body can proceed in light of the Coronavirus/COVID-19 emergency, planning with your staff, consulting your attorney, and choosing an online platform. You’re all set to launch your first totally…

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Essential tips for effective online meetings

By Ann Macfarlane / March 25, 2020 / Comments Off on Essential tips for effective online meetings
A woman in a business suit participates in an online meeting with three colleagues on separate monitors.

  Moving your meeting online presents special challenges. Here are our best tips for success. Make sure you can meet this way. Refer to state law and your bylaws to make sure you can meet by telephone or videoconference. Robert’s Rules of Order Newly Revised, 11th edition, discusses this issue on pp. 97-99. According to…

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When COVID-19 cancels your meeting

By Ann Macfarlane / March 23, 2020 /
A large red button with the word "Emergency" written in white letters, reminiscent of the urgency felt when COVID-19-cancels-meeting notices disrupt our plans.

  Updated 5/11/2020   We’re having to adjust to a different world right now. In general, it’s always best to have an in-person meeting on matters of great importance. This provides the fullest opportunity to discuss, debate, consider alternatives, and come to agreement. When that’s impossible, you have to look at alternatives. This article lays out…

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Reconsider, Rescind, or Amend previous decision

By Ann Macfarlane / March 11, 2020 / Comments Off on Reconsider, Rescind, or Amend previous decision
A spiral notebook with "Let's Rethink" written in black and red text, placed on a wooden surface. A red marker, a capped red pen, and a pencil are beside the notebook, inviting you to reconsider your ideas.

Updated October 3, 2023 Some years ago, I had a dramatic exposure to the motion “to Reconsider.” At a 2-day meeting of our professional society board, one member (I’ll call him “Alex”) proposed that our society spend $4000 on radio spots in Washington, DC. He felt that we needed to develop a public relations strategy,…

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“Stand at ease” creates breathing space in meetings

By Ann Macfarlane / March 4, 2020 / Comments Off on “Stand at ease” creates breathing space in meetings
A beach scene with a wooden lounge chair standing at ease under a white umbrella on the sandy shore, with a clear blue sky and the calm sea in the background.

  Have you ever had one of those desperate moments in a meeting where you just don’t know what to do? I certainly have! There is a great tool to use at such a time. The chair can direct the members to “stand at ease.” This means that business of the meeting is on pause…

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Single-tasking creates group magic

By Ann Macfarlane / February 19, 2020 / Comments Off on Single-tasking creates group magic
A man with gray hair and glasses, wearing a white shirt and red polka dot tie, is smiling at the camera against a black background. With an air of calm authority, his demeanor suggests a seasoned expert in enforcement.

Guest post by Craig Freshley. We are big fans of Craig’s wisdom and are delighted to share this post with our readers. Visit Craig’s website for more superb tips on meetings and leadership. In principle, even though multi-tasking seems ever more popular, the fact remains that focusing on one goal at a time is the…

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Conflict of interest can be complicated

By Ann Macfarlane / February 14, 2020 / Comments Off on Conflict of interest can be complicated
A yellow road sign with icons of two cyclists and arrows pointing in opposite directions, indicating a two-way bike lane, helps avoid the conflict of interest between riders going different ways.

The basic principle underlying conflict of interest is easy to state but applying it in real-life cases can be complicated. In a nutshell, when you accept a position on a local government body or a nonprofit board, you are obliged to put the interests of the organization above your own personal interest, and you can’t…

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Don’t misuse Point of Personal Privilege

By Ann Macfarlane / February 5, 2020 / Comments Off on Don’t misuse Point of Personal Privilege
Red and white stamp displaying the words "POINT OF PERSONAL PRIVILEGE" in bold, uppercase letters.

  A reader writes to say that in his city council, the members frequently say, “Point of Personal Privilege,” and then go on to give their opinion about something. This is wrong. Robert’s Rules of Order explains that in a meeting, members may raise a Point of General Privilege, or a Point of Personal Privilege.…

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