A guide to preparing and running an Annual General Meeting (AGM)

Guide
 Last updated: 5 May 2020 
A group of people at work. They are in a meeting room, and have lots of yellow and pink post-its on the far wall.
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This resource is a good governance guide to preparing and holding a successful AGM

For most constituted groups, an AGM is a legal requirement. This guide looks at various aspects of holding an AGM from appointing directors, sharing and deliberating strategy and sharing financial information. The guide also includes suggested follow-up activity and helpful hints and tips to make your AGM a success.

This guide is useful for anyone involved in running an AGM including trustees, chairs, secretaries, directors and other senior management and members.

What will I learn?

  • Understanding the purpose of an Annual General Meeting (AGM)
  • How to give notice to those entitled to attend your AGM
  • What business should be covered in an AGM
  • Practical tips on running the AGM
  • Circulating your annual report and accounts
  • Decision making practices
  • Electing your Directors
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