Agenda Planner

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Start as you mean to go on

A successful board meeting starts long before the boardroom — at its beginning lies the need for a clear set of priorities that become the foundation for your board’s agenda. Agenda Planner will focus your board on what matters most, turning governance into a powerful driver of performance.

Why strong agendas matter to directors

The Current Situation
Habit & convention are derailing your board meeting

Too often the status quo dictates the board agenda. And to make matters worse, the growing burden of compliance and regulation leaves even less time for strategy and broader stakeholder conversations.

“We would use our time better if we abandoned the ‘high church’ rituals. Wasting the first half an hour reviewing minutes & matters arising does little to set the scene for a rich debate.”

~ Sir Kenneth Olisa, Chair

What boards need from their meeting agendas

Where boards want to be
Agendas that are focused on what matters most

Our Agenda Planner tool takes the complexity out of setting your forward agendas. From one “at a glance” view you can plan your annual calendar, manage last-minute changes, weigh where your board spends its time, and proactively course-correct so that it’s your board’s priorities, not convention, that drive your organisation forward.

“Translating our priorities to agendas gives the board and me confidence we’ll use our time well.”

~ John Pettigrew, CEO, National Grid

How does Agenda Planner work

Agenda planner
Effortlessly master not just one, but multiple agendas

With the ease of the drag-and-drop feature, you can move your agenda items seamlessly between meetings and the timings will automatically update across your agenda. So when those inevitable last-minute changes crop up you’ll be at a loose end rather than your wit’s end.

Stakeholder perspectives
Secure the board’s time on each of your stakeholders

Boards, rightly, want to balance their time across a wide range of stakeholders, from the shareholder, to employees, the environment and increasingly society at large. Easily tag and monitor your agenda items by stakeholder groups to ensure your board maintains the right balance of focus in its discussion and, for UK companies, fulfil its Section 172 obligations.

Forum Linking
Ensure alignment across your meeting forums

Agenda items rarely come to the board in isolation — they’ll often have been tabled at a management meeting or committee forum first. Link your agenda items, so that postponing an item in one forum highlights the impact on another, making the web of dependencies easy to manage.

Meeting Analytics
Analyse and report on where your board spends its time

Understand whether your board has spent its most precious resource — time — in the right way. Meeting analytics let you see at a glance where your board might be spending too much or too little time.

Join the forerunners

Over 70,000 leaders rely on Board Intelligence. Our 3,000 clients include the largest listed companies through to government departments, public bodies and charities to smaller privately owned and private equity-backed businesses.

We’re proud of the fact that 60% of our growth is driven by client referrals. We’re told this is because we put your needs first — and we take time to help ensure the platform is right for you. In turn, this means we get to work with some of these great organisations:

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