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Mastering the art of running a smooth and effective AGM

A comprehensive guide to running efficient and professional Annual General Meetings, covering essential strategies for preparation, leadership, procedural management, and post-meeting follow-through.

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Running a successful Annual General Meeting (AGM) is an art form that requires precision, preparation, organisation and people skills. A great Strata Manager running your AGM can transform potentially chaotic gatherings into productive, streamlined discussions.

The Foundations of a Smooth AGM

Success isn't about luck—it's about strategic planning and expert execution. Here are the critical elements that separate exceptional AGMs from forgettable ones:

1. Preparation: Your First Line of Defence

An exceptional AGM begins long before participants arrive. Key preparation steps include:

  • Collaboration with COO on the agenda
  • Circulate clear, well-structured agendas
  • Distribute supporting documents in advance
  • Ensure all motions are precisely worded so that both pre-voters and those at the meeting can understand and vote Yes, No or Anstain.
  • Pre-empt potential procedural questions

2. Leadership and Tone Setting

The chairperson's approach can make or break the meeting. Establish your leadership by:

  • Opening with calm, confident communication
  • Acknowledging participants respectfully
  • Clearly outlining meeting procedures
  • Reminding participants about voting protocols

3. Procedural Mastery

Deep knowledge of relevant legislation and by-laws is crucial. This allows you to:

  • Navigate complex procedural challenges
  • Resolve debates with authoritative insights
  • Ensure all discussions remain legally compliant

Strategic Meeting Management

To maintain meeting effectiveness, focus on these critical techniques:

  1. Strict Agenda Adherence: Gently redirect conversations that drift off-topic
  2. Fair Participation: Ensure every participant has an opportunity to contribute
  3. Efficient Decision-Making: Use clear voting mechanisms and properly record the outcome with the vote count 

Post-Meeting Excellence

A great AGM doesn't end when participants leave. Ensure follow-through by:

  • Distributing minutes promptly
  • Clearly assigning action items
  • Communicating resolutions effectively with a vote count
  • Implementing agreed-upon actions quickly

When participants leave saying, "That was smooth and productive," you've achieved AGM excellence. Remember, a successful meeting is about balancing procedural rigour with human-centred leadership.

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