Family Meetings and Retreats

Creating a Culture of Dialogue and Learning

How do you create a ‘safety zone’ at meetings for sensitive issues? How can executive directors help the board chair take responsibility for managing the board meeting? What is the role of the board versus the staff in facilitating the agenda? How do we create – and ensure that we follow – ground rules for stress-free family meetings?

This Content Collection provides answers to these questions and many more, offering tips and ideas for how to craft better family meeting agendas, keep your meetings on track, and accomplish your work more effectively – perhaps even while having some fun!

Note: for additional insights on understanding and managing family dynamics, see the related Content Collection, Family Dynamics: Avoiding Avoidance in Family Philanthropy.


Featured Resources

Webinars on Creative Board Agendas and Decision-making

Sample Groundrules, Policies, and Agendas

Tips and Tools for Virtual Family Meetings

Sample Codes of Conduct

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