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AgendaNonprofitsBoard & governance

Membership meeting (co-ops and associations)

90 minutes 12 blocksFree Free template

An annual member meeting for co-ops, credit unions and associations: board and financial reports, elections, resolutions and a member priorities vote.

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Free to use and to run live. No card needed.

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90 min · 12 blocks, drawn to scale Fits exactly
  1. Registration and quorum check, 5 minutes 5
  2. Call to order and welcome from the board chair, 3 minutes 3
  3. Approve the agenda and last year's minutes, 4 minutes 4
  4. Board report: the year in review, 12 minutes 12
  5. Financial report and the auditor's or reviewer's statement, 12 minutes 12
  6. Management report: operations and plans, 10 minutes 10
  7. Election of directors, 12 minutes 12
  8. Bylaw amendments and member resolutions, 10 minutes 10
  9. Member priorities for next year, 4 minutes 4
  10. Member questions and open forum, 12 minutes 12
  11. Election results and announcements, 4 minutes 4
  12. Adjournment, 2 minutes 2
023456890 min
  1. +0′Registration and quorum checkTip: Check membership at registration. Members who join by QR are recorded as present, which helps the secretary confirm quorum.5 minInfo
  2. +5′Call to order and welcome from the board chair3 minInfo
  3. +8′Approve the agenda and last year's minutes4 minDecide
  4. +12′Board report: the year in reviewTip: Lead with what changed for members, then the numbers.12 minInfo
  5. +24′Financial report and the auditor's or reviewer's statementTip: Replace with your numbers. One slide of results, one of the balance sheet, one of what's planned.12 minInfo
  6. +36′Management report: operations and plans10 minInfo
  7. +46′Election of directorsTip: Follow your bylaws: official ballots, mail or electronic voting as they allow. Introduce each candidate briefly.12 minDecide
  8. +58′Bylaw amendments and member resolutions10 minDecide
  9. +68′Member priorities for next yearWhere should we focus next year?Tip: Advisory and anonymous. Share the result in the board's next newsletter.4 minVote
  10. +72′Member questions and open forum12 minDiscuss
  11. +84′Election results and announcements4 minInfo
  12. +88′Adjournment2 minWrap-up

In short

A membership meeting is a meeting of all members of a co-op, credit union or association, usually held once a year, to hear reports, elect directors and vote on resolutions. This 90-minute agenda covers registration and quorum, board and financial reports, elections, resolutions, an advisory member-priorities vote and an open forum.
Time
90 minutes
People
20 to 1,000 members
Blocks
12
Plan
Free

Updated October 4, 2026

What's inside

By the end of this meeting, members hear how the organization did, elect directors, act on resolutions and tell the board what to focus on next. The full agenda is drawn to scale above: every block has its own timer when you run it live.

How to run it

  1. 1Send notice and the agenda as your bylaws require, with the candidates, resolutions and the financial statements attached.
  2. 2Put the join QR code on the registration table and the screen; joining records attendance.
  3. 3Hold elections and resolution votes exactly as your bylaws say; use the phone vote for the advisory member priorities.
  4. 4Leave real time for member questions, and send the summary and results to all members afterwards.

Questions people ask

What happens at a co-op annual membership meeting?
The board and management report on the year, members receive the financial statements, elect directors, vote on bylaw changes or resolutions and ask questions.
What is on a credit union annual meeting agenda?
Call to order and quorum, approval of last year's minutes, reports from the chair, treasurer and supervisory committee, director elections, any other business and adjournment.
How many members are needed for a quorum?
Whatever your bylaws say. Member organizations often set a low fixed number or percentage, because many members don't attend.

Run it with your group

Free
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to use and to run live. No card needed.

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