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ORGANISATIONS / CHARITIES AND MEMBERSHIP

Meetings that connect purpose and evidence.

Charities, membership organisations and professional bodies convene panels to consider governance, funding and applications. Review and Comply could support meeting settings such as these.

MEETINGS IN YOUR SETTING

Which of these feels familiar?

Illustrative examples of meeting types, rather than a list of customers or a fixed set of meeting templates.

EXAMPLE 01

Trustee and governance review meetings

Review a proposal or area of organisational governance and consider the information behind the proposed course of action.

Typical papers
Trustee papers, policy proposals, evaluation reports and supporting evidence.
A useful meeting record
The questions, differing views and conclusions or recommendations with their reasons.
EXAMPLE 02

Grant-making and funding panels

Consider funding applications against the organisation’s objectives and explore the supporting evidence.

Typical papers
Applications, project proposals, assessment summaries and funding criteria.
A useful meeting record
Panel views, clarification responses and the recommendation and rationale for each application.
EXAMPLE 03

Membership and accreditation review panels

Review an application or renewal against the topics and evidence relevant to the organisation’s assessment process.

Typical papers
Application documents, portfolios, review reports and supporting references.
A useful meeting record
The evidence considered, questions and responses, panel positions and the resulting recommendation.
BRING THE MEETING TO LIFE

See the meeting
in context.

The illustrative agenda shows how a meeting might focus on the evidence, the questions participants need to explore and the conclusions it needs to record.

See how the solution supports the meeting →
ILLUSTRATIVE AGENDA

Grant-making panel

  1. Applications and purpose

    Review the proposals and their connection to the funding objectives.

  2. Evidence and questions

    Explore the supporting evidence and any points requiring clarification.

  3. Panel outcome

    Record the recommendation for each proposal and its reasons.

Example discussion topics · fictional meeting
YOUR ORGANISATION. YOUR MEETINGS.

Have a meeting in mind?

Tell us what your panel reviews and the record it needs to produce.

Discuss your meeting