Nonprofits & associationsPublic meeting

Annual general meeting (AGM) for charities and associations

90 minutes 7 blocks Free template

An AGM where trustees report on the year and accounts, members ask questions, then vote on resolutions and trustee appointments.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingMembers have heard the annual report and accounts, asked their questions and voted on resolutions and trustees.

90 min · 7 blocks, drawn to scale Fits exactly

Sign-in, quorum check and introductions, 5 minutes
Report on the year's performance and achievements, 15 minutes
Annual accounts and trustees' report, 15 minutes
Members' questions, 20 minutes
Resolutions, 15 minutes
Election and appointment of trustees, 15 minutes
Close and record the minutes, 5 minutes

+0′Sign-in, quorum check and introductionsOne word for the year we've had5 minCheck-in
+5′Report on the year's performance and achievements15 minInfo
+20′Annual accounts and trustees' report15 minInfo
+35′Members' questions20 minDiscuss
+55′ResolutionsDo you support this resolution?Tip: Explain each resolution's effect before the vote; run one vote per resolution.15 minVote
+70′Election and appointment of trusteesDo you approve this trustee's appointment?Tip: The chair should not propose their own re-election.15 minVote
+85′Close and record the minutes5 minWrap-up

Why it works

Built so the annual general meeting (agm) for charities and associations ends on time, with everyone in it.

Every voice in the first minutes
A 5-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.
Updates stay short
30 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.
Discussion with a clock
20 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.
A vote the whole room sees
One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.
Wraps up on time
Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

1Check your governing document: it says whether an AGM is required and whether virtual or hybrid meetings are allowed.
2Give proper notice; the Charity Commission guidance cites at least 3 weeks as reasonable, and 14 days for charitable companies.
3Decide the voting method in advance, explain it at the start, and use a neutral counter; in large groups a poll or ballot is preferred to a show of hands.
4Set aside time for members' questions, and explain each resolution's effect before it is voted on.
5Don't let the chair propose their own re-election or trustees propose resolutions they have an interest in.
6Minute the resolution wording, reasons and any conflicts, and send minutes and action points afterwards.

Questions about the annual general meeting (agm) for charities and associations

What happens at a charity AGM?: Trustees report on the year and present the annual accounts and trustees' report, members ask questions, and members vote on resolutions and trustee appointments.
How much notice is needed for an AGM?: The Charity Commission guidance (CC48) cites at least 3 weeks as reasonable notice, and 14 days for charitable companies. Your governing document may set its own rules.
Can an AGM be held online?: Per CC48, UK charities may hold virtual or hybrid meetings only if the governing document allows it and says how votes are taken.
How should votes be taken at an AGM?: Decide and explain the method in advance and use a neutral counter. In large groups the guidance prefers a poll or ballot to a show of hands.

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Annual general meeting (AGM) for charities and associations

90 minutes 7 blocks Free template

An AGM where trustees report on the year and accounts, members ask questions, then vote on resolutions and trustee appointments.

Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingMembers have heard the annual report and accounts, asked their questions and voted on resolutions and trustees.

Built so the annual general meeting (agm) for charities and associations ends on time, with everyone in it.

Every voice in the first minutes
A 5-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.
Updates stay short
30 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.
Discussion with a clock
20 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.
A vote the whole room sees
One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.
Wraps up on time
Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

1Check your governing document: it says whether an AGM is required and whether virtual or hybrid meetings are allowed.

2Give proper notice; the Charity Commission guidance cites at least 3 weeks as reasonable, and 14 days for charitable companies.

3Decide the voting method in advance, explain it at the start, and use a neutral counter; in large groups a poll or ballot is preferred to a show of hands.

4Set aside time for members' questions, and explain each resolution's effect before it is voted on.

5Don't let the chair propose their own re-election or trustees propose resolutions they have an interest in.

6Minute the resolution wording, reasons and any conflicts, and send minutes and action points afterwards.

Questions about the annual general meeting (agm) for charities and associations

What happens at a charity AGM?

Trustees report on the year and present the annual accounts and trustees' report, members ask questions, and members vote on resolutions and trustee appointments.

How much notice is needed for an AGM?

The Charity Commission guidance (CC48) cites at least 3 weeks as reasonable notice, and 14 days for charitable companies. Your governing document may set its own rules.

Can an AGM be held online?

Per CC48, UK charities may hold virtual or hybrid meetings only if the governing document allows it and says how votes are taken.

How should votes be taken at an AGM?

Decide and explain the method in advance and use a neutral counter. In large groups the guidance prefers a poll or ballot to a show of hands.

Annual general meeting (AGM) for charities and associations

Built so the annual general meeting (agm) for charities and associations ends on time, with everyone in it.

Every voice in the first minutes

Updates stay short

Discussion with a clock

A vote the whole room sees

Wraps up on time

How to run it

Questions about the annual general meeting (agm) for charities and associations

Built from

Related templates

Run this agenda in a minute.

Annual general meeting (AGM) for charities and associations

Built so the annual general meeting (agm) for charities and associations ends on time, with everyone in it.

Every voice in the first minutes

Updates stay short

Discussion with a clock

A vote the whole room sees

Wraps up on time

How to run it

Questions about the annual general meeting (agm) for charities and associations

Built from

Related templates

Run this agenda in a minute.