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How should we prepare for an AGM?

Source: MySocietyMitra Knowledge Centrev1Last reviewed: 2026-10-13

To prepare for an AGM, start early with a checklist and timeline. Key steps: - Fix the AGM date, venue, and agenda as per your bye-laws and applicable state rules. - Finalize accounts, audit report, annual report, budget, and any proposals needing member approval. - Verify the member register, voting eligibility, proxies (if allowed), and quorum requirements. - Issue the AGM notice with agenda and supporting documents within the required notice period. - Prepare attendance sheets, ballot materials (if needed), and draft resolutions. - Arrange logistics: seating, sound, registration desk, and minute-taking. - Brief the chairperson and secretary on procedure and likely member questions. - After the AGM, record minutes promptly and file/submit required returns or resolutions. Professional review recommended for compliance with your state’s society law and bye-laws.

General information only — not legal advice. We never fabricate legal sources. Professional review recommended for legal/financial matters.