In the 1870s, Henry Martyn Robert — an American soldier and engineer — created Robert's Rules of Order. Initially intended as a way to run church meetings, Robert’s Rules were, at first, inspired by the senate procedure at the time. Now, it’s the most widely-used rulebook for the parliamentary procedure in the United States. But many organisations around the world also use it for their committee meetings and board meetings.
What are Robert’s Rules?
Robert’s Rules of Order are a set of rules to effectively run a meeting with the following democratic principles in mind:
- All rulings are run through a vote, where the majority vote rules
- However, the rights of the minority and absent members are protected
- Everyone has the right to present, speak and vote
- All leaders must be voted in, but there’s no hierarchy of power
- All members have equal rights and responsibilities
- Impartiality and fairness throughout
Things have changed a lot since the original publication, and there have been multiple revisions since. All revisions respect the fundamental principles of Robert’s Rules and have only been added based on feedback from those who use it. Today, Robert’s Rules of Order Newly Revised or RONR is the latest version, published September 2020 with revisions since then to reflect remote and virtual meetings.
What is an agenda according to Robert’s Rules?
According to Robert’s Rules, each meeting should follow an agenda. During the meeting itself, the agenda should be followed in order from top to bottom, and each point needs to be addressed or voted on before moving on to the next items of business.
The agenda should always be prepared in advance by the president or chairman (also known as the presiding officer) or the secretary. At the beginning of the meeting, the agenda needs to be voted in by a majority vote of more than half of the members present. The exception to this is if the group uses the Standard Order of Business as defined by RONR (and sometimes adopted as a standing rule using the organization’s bylaws), in which case it doesn’t need to be voted in.
How to use Robert’s Rules to create an order of business
To create your agenda, you should first start by building an order of business. This should be a permanent outline of the flow of your meetings, and the agenda for each meeting can be created once this is in place.
One of the keys to running a meeting with Robert’s Rules is taking care of any old business before moving on to new business. The order of business provides priorities for the agenda in the following order:
|1||Reading and approval of minutes||This is right at the beginning of the meeting, where the assembly can approve (or debate and amend) the minutes of the previous meeting.|
|2||Reports of officers, boards and standing committees||This could cover things such as board reports and recommendations. At this stage, each recommendation can be voted on and adopted to move it forward.|
|3||Reports of special committees||Special committees are created by several members of the wider group doing their own tasks or investigations without the entire group’s involvement. Any reports are discussed at this point in the meeting.|
|4||Special orders||Usually time-sensitive business such as upcoming officer elections.|
|5||Unfinished business and general orders||Generally covers any motions that weren’t disposed of in previous meetings - perhaps they were postponed. These are either unfinished business or general order points.|
|6||New business||Anything new that needs to be addressed, discussed and/or voted on.|
What’s the order of an agenda?
Using the above format to guide, Robert’s Rules provide a general agenda breakdown as follows. We’ve also provided notes on wording that should be used by presiding officers to formalize it.
1. Call to order
To start the meeting, the presiding officer will open the session by saying
“The meeting will come to order.”
Such predefined phrases make chairing a board meeting easier because the chair doesn’t have to think about what to say.
Some organizations choose to do an opening ceremony at this point using the Pledge of Allegiance, a fraternal ritual or a greeting. Of course, opening ceremonies can be skipped.
At this point, the secretary will take a roll call and note who is in attendance and who isn’t. A quorum should be identified and present at this point.
|Sidenote: What is a quorum?|
According to RONR, a quorum is “the minimum number of members of an assembly or society that must be present at any of its meetings to make the proceedings of that meeting valid”. A roll call vote is an easy way to establish if quorum is present.
If a quorum is not present, the attendees can vote to adjourn the meeting, to take a break or to fix a new time to meet. Any votes taken other than this are null and void without a quorum in attendance, according to Robert’s Rules.
2. Reading and approval of minutes
Once the meeting has come to order, the chairman will begin the meeting. After the roll call, the presiding officer will say:
“The secretary’s draft of the minutes from the last meeting on 01/07/2021 were sent to you on 08/07/2021. Are there any corrections to the minutes as distributed?”
If there are none, or once they’ve been amended, the chairperson will say:
“If there are no (further) corrections, the minutes stand approved as distributed (corrected).”
To make this section run as smoothly as possible, the minutes should be distributed for everyone to review well before the meeting starts. If there’s anything that’s been missed or needs updating, this gets raised at this point. When following Robert’s Rules for the minutes, the meeting can continue only when the minutes from the previous meeting are approved. Next, the presiding officer can move on with the orders of the day:
“The next order of business is office reports.”
3. Reports of officers, boards and standing committees
At this point, any officers or leadership members will share any relevant reports such as the treasurer’s report. The presiding officer will invite them to the floor one by one in an order of their preference. The officers will also need to share their tasks, actions since the last meeting and outstanding tasks.
|Sidenote: Keeping track of actions|
With the traditional paper-based process that many companies still use today, it’s easy for actions to fall through the cracks. One way to prevent this is to use board portal software such as iBabs. Besides the agenda and the minutes, you can record your actions in iBabs, too. You can then assign them to the appropriate stakeholders and track progress with our ‘traffic-light system’ (Red, Orange, Green).
If there are any motions raised due to the officers’ reports, relevant motions, debates and votes can happen at this point. However, any motions from committee reports don’t need to be seconded, because they come as a recommendation from the majority of a group, rather than one individual.
“The next order of business is reports from our committees”
4. Reports from special committees
If there has been a special committee report or investigation — don’t forget, the members of the committees are internal to the group rather than external — these reports can come up at this point in the meeting.
“The chair recognises __ for the membership committee report”
“Thank you __. The next order of business is __”.
5. Special orders
This isn’t very common. It is typically used when there are upcoming nominations or elections within the group.
6. Unfinished business and general orders
At this point of the meeting, the presiding officer will ask the following:
“Is there another important matter or unfinished business to come before the meeting?”
7. New business
This is generally the bulk of the meeting, where all members are able to raise motions, add topics or ideas. Ideally, this would be present in most agendas. However, sometimes time doesn’t permit new business discussions.
“Are there any announcements to be made before the meeting?”
This is the penultimate step where members can share any updates or announcements that the organization should be made aware of. Once there are no more announcements, the final step is to plan the time, date and meeting point for the next regular meeting, while a quorum is present.
“Our next meeting is due in two months time on the first of the month. Shall we meet at 10 am on that date? Hearing no objection, our next meeting will take place on the 1st of July at 10 am here in meeting room C.”
When using Robert’s Rules, the board meeting is closed by the chairperson:
“There being no further business to come before the board, this meeting is adjourned.”
Robert’s Rules of Order Agenda Template
From Robertsrules.org, here is the official RONR sample agenda (and minute taking) template:
Group name and purpose of meeting
Meeting date, start time, end time
STANDARD ORDER OF BUSINESS
CALL TO ORDER
READING AND APPROVAL OF MINUTES
REPORTS OF OFFICERS
REPORTS OF COMMITTEES
UNFINISHED BUSINESS (IF ANY)
We’ve put together some Frequently Asked Questions (FAQs) and reminders when it comes to Robert’s Rules of Order or RONR.
Who decides the agenda for a meeting under Robert’s Rules?
Under Robert’s Rules, the agenda is initially written up by the secretary and approved by the presiding officer or chairperson. However, the adoption of the agenda for each meeting should be voted on by the majority of the assembly at the beginning of the meeting, and only at this point is it binding. Once adopted, it can still be changed later on if there is a two-thirds majority vote, unanimous consent or assumed general consent.
What are consent agendas?
Also known under RONR as a consent calendar, consent agendas are items added to the agenda that don’t need any discussion or debate. This makes the meetings easier to run and saves the need for motions and debates. The consent agenda is made up of ‘non-controversial’ decisions such as:
- Approval of the minutes
- Routine matters such as appointments to committees
- Paying bills and approving donations
- Staff appointments that only need board confirmation
- Reports provided for information only
- Correspondence requiring no action.
What are priority agendas?
Priority agendas under RONR are made up of a list of tasks that must be accomplished, discussed and/or voted on — in order of precedence and priority. These should be placed near the top of the agenda to ensure that they’re done in that meeting wherever possible. This is also an effective way of running informal meetings without the need for a strict agenda.
Do you have to adopt an agenda?
Yes, it should be voted on by the meeting’s participants at the beginning of the meeting. If it’s not adopted, then the organization can resort to RONR’s standard order of business as a guide. If it is adopted, that doesn’t mean it can’t be changed later on — although this requires a two-thirds vote, rather than a majority vote.
In summary, creating an agenda using Robert’s Rules doesn’t have to be a headache. By following the Standard Order of Business outline and/or by using the above template, you can ensure that everything is dealt with in order of priority. This makes it far less likely that anything important will be missed!
If you’re looking for an easy way to create agendas (without editing and formatting documents for hours), try iBabs.