Board Portal

During the last week, one client cancelled a three-day event, which was to include a day of strategic planning, a full-day board meeting, and a professional symposium.

Another client cancelled a two-day board retreat, one of the only times each year this national board meets in person.

In one case a board chair and in another an executive director described what they saw as an either/or proposition.

“Seems we have two options. Either we are going to cancel and reschedule or figure out some way to do this virtually.”

I wasn’t certain we had all the options on the table. Sure, the organization could decide to reschedule. But in this uncertain environment where we learn new things by the hour, there seemed to be some risk in that option too.

But I had a bigger problem with the second option – figuring out how to do the same meeting virtually. For me, converting an in-person gathering into a virtual setting is a losing proposition. You can’t simply take an in-person agenda and deliver on the meeting’s goals via phone or video conference.

I believe that meetings, designed as virtual gatherings, can be very valuable. As valuable as in person? An unfair comparison if you ask me.

You have to design each type expecting different outcomes. Valuable in different ways. And in this post, I offer a downloadable resource to help you to generate the creative thinking necessary to design a creative virtual gathering.

How about an example and then off to the download I hope will be helpful.


Let’s use an example of an in-person board meeting that gets cancelled. Then we’ll tease out the options.

The Original Plan
An in-person two day board meeting was all set. Amazingly, everyone had planned to come. The agenda included:

A dinner had been scheduled for the evening prior to the meeting start. The goal was to nurture board cohesion.

So the meeting gets cancelled. If the board wants to shift to video conferencing, what are the options?

Option 1: “Everything In Less Time”
Basically, the idea is to recreate the original meeting as closely as possible, but just faster. What does that mean in practice?

Voila. Same board meeting but in ⅔ the time. But is it really the “same?” Methinks not.

Option 2: “Do Only What Is Most Important”
This option addresses the concern that board members will not stay focused. So we find two 3-hour blocks and cut the meeting in half to attempt to keep folks’ engagement.

Option 3: “Total Rethink”
Finally, with this option we need to get creative.

And voila. You have created a virtual gathering with goals and you have designed an experience that met those goals. The meeting, because of the different format, ended up being uniquely engaging and the time went by quickly.


Let’s dig a bit deeper on this 3rd option. Here’s what it might look like:

  1. Engage board members through a thoughtful discussion of a new 3-year vision that has an opportunity to kick the tires and offer meaningful input.
  2. Inspire board members with the introduction of a new initiative and instill confidence in staff.
  3. Inform the board with a substantive E.D. presentation – ‘The State of the Organization’.
  4. Hold committee chairs accountable by asking for brief presentations.

Now what did the organization do differently to meet these goals? Quite a few things…

A Different Structure/Format

The Right Platform

Emphasis on Pre-Reads/Work

Strong Facilitation

Second Meeting as a Follow Up


Short answer is no. But mighty close. Why?

But the real victory was in getting it done. Having learned what worked and might have been more effective, the organization is now poised to have meetings via video. Committee meetings and special board meetings for example.

I worked with a client that did professional symposia and for decades did them in person. There had long been discussions about how many more could be done, and how much more cost effectively, if they could be done virtually. But there was some resistance (it won’t work, lack of time, disgruntled attendees).

For my client, I can’t be sure just yet if it will work. But guess what?

The circumstances forced innovation. The team had to look at how something might be done differently and in so doing created a new opportunity for the organization to reach and engage stakeholders Geography was less an issue, allowing for a global expert to attend. The cost was lower, allowing for the organization to offer these opportunities to members more frequently. And the presenters gave higher quality presentations that were well received and more engaging.

The moral of the story: The video gathering will only be subpar if you treat it as a video version of the meeting you planned. But if you change your mindset, keep your eyes on the goal and brainstorm (with no ideas rejected out of hand), you might come up with a new way to gather – another tool in your engagement arsenal.

By Joan Garry