by James Cantwell
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15 January 2023
I remember when I first chaired a trustee meeting back in 2020 for a veteran’s charity The Gurkha Centre what sticks in my mind is the fact, I was Incredibly nervous beforehand about messing it all up. I had every conceivable resource open in from me for our meeting, our constitution, commission guidance, policies, timetables for discussion in fact it cluttered my desk so much I hardly had any place to set my laptop for our virtual meeting. After the meeting I found I didn’t use most of things I laid out in front of me, even though we had 2 hrs of discussions and debate, a lot of what I worried about didn’t come to pass. This is not to say that issues didn’t come up from technical issues to heated discussions, but my first meeting was not the disaster I thought it would be. As a new chair, and trustee, at the time my charity committee experience was limited however I can say that learning the chairing role became easier as time goes on. A lot of chair work is applying commonsense to situations i.e are the policies we have up to scratch or is this discussion relevant to board work. My advice to new chairs is that your first meeting rarely ends up being as embarrassing for you as you thought it would and I would add that if it was disastrous then you have probably learnt a lot of valuable knowledge from that. More generally Trustee work at the beginning is one big learning curve so embrace it make sure to ask for things to be explained even when you are the chair, or as some say ask the stupid questions, because in meetings I guarantee you are not the only one who is struggling at times. I have now chaired multiple meetings and I have found that although they all begin the same, they rarely have the same structure. Sometimes a productive discussion will occur, trustees will want to hear further on different topics, and you see the development of trustees gaining the confidence to offer advice, which makes a set structure for meetings hard to create. In my experience being flexible with the agenda is always beneficial and if as a chair you feel the board wants to explore a particular area, do not hold the set times and items as sacrosanct. Although I try to keep trustee meetings to around 2 hrs sometimes you will fall short of that or go over so don’t worry to much if you are not bang on time. Try to keep the conversations active and productive, there is always a tendency to descend into irrelevant conversation, so try to politely move the conversation back onto board work, if possible, as there is always time to chit chat after a meeting. I also do not advise, if possible, the chair taking the minutes as this can distract you from leading the boards the meeting so try and get someone to take minutes who would not be directly involved in the conversations. In fact, The Gurkha Centre, the charity I chair for, now record all board meetings, and publish a brief overview of meetings which has not only allowed us to be more transparent but to also allow trustees to easily catch-up previous meetings if they are missed without deciphering complex minutes. Although if you do release these to the public, please take care to remove sections which may contain confidential information about your clients or the charities’ work. I am always against asking all trustees to ask questions or turn on their cameras if it is a virtual meeting, even though I always turn mine on. In my opinion having your camera on against your wishes has very little benefit for anyone after all you are adults and can make your own decisions. Equally I never pressure anyone to speak if they do not wish, something I hated at school was when teachers made students speak in front of the class, sometimes I have had shy trustees ask the best questions via the chat box on zoom. I try to let my trustees choose how they will contribute to conversations, and although this is my own personal preference do not feel pressure to do the same. Different systems of engagement work for different boards after all. So, you are now all set for your first trustee meeting however what happens if a discussion descends into an argument ? I have dealt with this a couple of times, and although rare, arguments quickly derail a trustee meeting, so it is important to asset control quickly. After all you are the chair, and it is your job to ensure that meetings remain dedicate to board work so putting your foot down when necessary is vital. Although I have never chucked a trustee out of a meeting, usually they stop before it reaches that stage, giving them firms words to stop arguing usually does the trick. So to conclude do not worry too much about your first meeting, even if it does go wrong, mistakes are natural and the knowledge you gain from them is far more important than the mistake itself. You will make mistakes so try to make peace with the fact that no one is the perfect chair, including me. Try to enjoy your new role, have fun, relax, and make sure to engage with your trustees as much as possible. There is no definitive book for chairing as I find you need to find your own path to being an effective chair there is however wonderful guidance/advice on the Charity Commission Website and the Association of Chairs which is worth reading. Below is a link to the Association of Chairs website, a organisation I recommend joining, who offer a brilliant guide called The Chair's Compass https://www.associationofchairs.org.uk/small-charities/ If you have any questions or need advice then please get in touch. My next article will release in May so see you then. Thanks for reading and have a great day.