Parliamentary procedure. Sound complicated? No sweat!
Debi Wilcox – a Professional Registered Parliamentarian, meeting management expert, and author reviews the basics of parliamentary procedure.
You’ll learn about:
How to use Robert’s Rules and Procedure Bylaws in public meetings
The fundamental principles of parliamentary procedure
How the rules can actually be useful for focusing your agenda
Tips for creating a successful meeting agenda
How to use an e-Agenda to make meetings smooth and easy
1. escribemeetings.com
Parliamentary Procedure
Procedure with e-Agenda,
Agenda, Made Easy
Presenters
Debi Wilcox
Professional Registered Parliamentarian, meeting management expert, and
executive leadership coach for women
James Coulen
Senior Account Executive, eScribe
2. Spotlight on Success: Town of Didsbury, AB
Parliamentary Procedure Made Easy with e-Agenda
Agenda
3.
2.
1.
4.
Welcome note and housekeeping rules
Speaker introduction
Parliamentary Procedure Made Easy
eScribe Introduction
2. Q&A
3. Spotlight on Success: Town of Didsbury, AB
Housekeeping notes
• This session is recorded and will be shared in a few days with the deck
• Send in your questions via the Questions box throughout the session, answered at
Q&A. If your question is not answered during the session, don’t worry! We
will email you the answer
• Don’t forget to fill out the feedback form at the end of this webinar – pop up
box
• 5 lucky winners will be chosen from today’s session through a random draw. The
winners will get Debi Wilcox’s new book “Breaking Glass: The Leadership Kit, A creative
personal leadership development planner for women who lead”
Parliamentary Procedure Made Easy with e-Agenda
4. Speaker
Debi Wilcox
Guest Speaker
Author of Breaking Glass: The Leadership Kit, A
creative personal leadership development planner
for women who lead, CEO/founder of Meeting
Solutions Group, Debi Wilcox is a Professional
Registered Parliamentarian, meeting management
expert, and executive leadership coach for
women.
With over 30 years of experience as a public
sector executive, including over 25 years in the
municipal clerk field, she understands the
critical role the Clerk’s office plays in open,
transparent local government.
She has served on the Board of Directors for the
International Institute of Municipal Clerks
(IIMC) and the Association of Municipal Managers,
Clerks & Treasurers of Ontario (AMCTO).
7. What we will cover?
• Basic principles of parliamentary procedure
• Quorum
• Agenda
• Motion Mastery
• Motions and Debate
• Frequently Asked Questions
7
9. The fundamental principles are:
• The majority must be allowed to rule
• The minority have rights that must be respected
• Members have a right to information to help make decisions
• Courtesy and respect are required
• All members have equal rights, privileges and obligations
• Members have a right to an efficient meeting
Jim Lochrie, Meeting Procedures
9
10. Quorum
A quorum is defined as the minimum number of
members who must be present to legally
transact business.
10
12. To be considered:
Agenda clarity and timing
Supporting information
Meeting Content
Clarity & effectiveness of decisions made
Attendance
Meeting Design
12
16. General Types of Motions
Main Motion
Subsidiary Motion
Privileged Motions
Incidental Motions
Bring Back Motions
16
17. What is a main motion?
It is the basic form of motion whose introduction brings business
before the assembly.
17
18. What are subsidiary motions?
• Postpone indefinitely
• Amendment (Primary & Secondary)
• Refer to a Committee
• Postpone to a certain time
• Limit or extend limits of debate
• Call the question
• Table
18
19. What are privileged motions?
•Call for the orders of the day
•Raise a question of privilege
•Recess
•Adjourn
•Fix the Time to which to adjourn
19
21. Ranking of Motions
Motions are arranged in a
specific order in which they
must be considered and acted
upon.
21
22. Ranking Motions
Rank Motion
Privileged Motions
13 Fix time to which to adjourn
12 Adjourn
11 Recess
10 Raise a question of privilege
9 Call for the orders of the day
Subsidiary Motions
8 Table
7 Previous Question/Call the Question
6 Limit or extend limits of debate
5 Postpone to a certain time
4 Refer to committee
3 Amendment
2 Postpone indefinitely
Main Motion
1 Main Motion
22
24. 24
PRIVILEGED 13 Fix the Time to Which to
Adjourn
UNDEBATABLE
12 Adjourn
11 Recess
10 Raise a Question of Privilege
9 Call for the Orders of the
Day
SUBSIDIARY 8 Lay on the Table
7 Previous Question (call)
6 Limit or Extend Limits of
Debate
5 Postpone Definitely DEBATABLE
4 Commit or Refer
3 Amend
2 Postpone Indefinitely
MAIN 1 Main Motion
25. What are incidental motions?
•Point of Order
•Appeal
•Suspend the Rules
•Division of a Question
•Request for Information
25
26. What are bring back motions?
•Reconsider
•Rescind
•Amend Something Previously
Adopted
•Take From the Table
•Discharge a Committee
26
28. Main Motion
• Brings business before Council/Committee
• Second required
•Debatable
• Amendable
•Majority vote
28
29. Amendment
• Known as primary amendment
• Used to ‘perfect’ the main motion
•Germane/related to the main motion
• Words can be added, deleted or strike out and
insert
• Majority vote
29
30. Amend the Amendment
• Known as a secondary amendment
• ‘Perfect’ the amendment
• Not amendable
• Germane/relate to amendment
• Words can be added, deleted, or strike out and insert
• Majority vote needed
• Dealt with before the amendment
30
31. Refer to a Committee
• Sends main motion + amendments to a
committee for further study
•Second required
• Debatable
• Amendable
• Can be specific –date, directions
31
32. Postpone to a Certain time
• Used if not ready to vote
• Specific time when item will return for discussion
• Discussion starts from original debate
• Does not kill a motion
• Second required
• Debatable
• Amendable
• Majority vote
32
33. Limit or extend debate
• Used to identify number and length of debate
• Each member 2x to speak on any one motion
• Second required
• Not debatable
• Amendable
• Requires a 2/3rd vote
33
34. Call the Question
• Used to close debate on a pending motion
• Cannot interrupt a speaker
•Second required
• Not debatable
•Not amendable
• 2/3rd vote required
34
35. Lay on the table
• Temporarily sets aside a main motion
• Remains tabled until the end of next meeting
• Does not kill a motion
• Needs a motion to bring it back
• Second required
• Not debatable
• Not amendable
• Requires a majority vote
35
36. Recess
• Short interruption
• Does not close the meeting
•Second required
• Not debatable
•Only amendment allowed is time
• Majority Vote
36
37. Adjourn
• Closes the meeting
• Any items not dealt with usually go on the next
agenda as unfinished business
• Second required
• Not debatable
• Not amendable
• Majority Vote
37
38. Main motion Amendment
Moved & seconded
debate
Moved & seconded
debate
limit debate
Moved & seconded
no debate
amendable
2/3rd vote
debate continues
Main motion, amendment, limit debate
call the question, vote
call the question
vote
amendment
main motion
38
42. Frequently Asked Questions
• In determining the result of a vote, what constitutes a majority?
• The word "majority" in this context means, simply, more than half. The use
of any other definition, such as 50 percent plus one, can cause problems.
• Can something be defeated by adopting a motion to table it?
• This would not be in order because it would permit debate to be
suppressed by a majority vote and only 2/3rds can do that
42
43. Frequently Asked Questions
• A motion was presented, but it was not seconded. Council
considered the motion and the motion carried. Was this
permitted – is it valid?
• Yes, once the motion is before the assembly, a seconder is irrelevant. It is
the result of the vote that matters.
• A main motion was on the floor, then an amendment was
presented. After debate on the amendment, there was a motion
to Refer to Committee. Is this allowed?
• Yes, remember the ranking of the motions. Refer to a Committee is higher
in rank than an amendment, so it takes precedence.
43
44. Frequently Asked Questions
• When would a Point of Order be used?
• A point of order is a statement by a member that a rule has been broken.
For example, perhaps a member feels an amendment does not relate to
the main motion. This Point of Order can interrupt a speaker.
• The Presiding Officer will ask the member to ‘state their point’ and will give
a ruling
• Can be appealed if not in agreement
44
45. Frequently Asked Questions
• How do you deal with a friendly amendment?
• There will be times when a member will provide what they call a ‘friendly
amendment’ to the motion and then the Chair will ask if the original mover
will ‘accept’ the amendment and the Chair then treats the motion as
amended
• Nope
• Once a motion has been stated by the Chair, it is no longer owned by the
mover but the assembly. Any amendment, friendly or otherwise must be
adopted by the full body by a vote or unanimous consent
45
46. Spotlight on Success: Town of Didsbury, AB
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• Throughout the entire meeting lifecycle (before, during and after)
Parliamentary Procedure Made Easy with e-Agenda
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Editor's Notes
James:
Introduce today’s agenda
Geeta
Welcome to Parliamentary Procedure Made Easy – we are going to cover a lot in this session – enough for you to either refresh your confidence with Parliamentary Procedure or perhaps you will have one of those ‘aha’ moments and go – its all making sense
I also want to tie in your parliamentary procedure and how to use the electronic agenda and meeting management system, like eScribe to your full advantage whether you are responsible for assembling the agenda, approving the agenda or perhaps you are the Chair of the meeting
There are a number of parliamentary authorities around, however, this course is based on one that is widely used in North America. Robert’s Rules of Order, Newly Revised (12th Edition)
Robert’s Rules of Order allows your meetings to run much more effectively and efficiently. A basic understanding of parliamentary procedure leads to organized meetings and positive decision-making experience for participants. When you understand the basics, it helps you feel more confident in your meetings. It is important to understand that the rules of parliamentary procedure are simply guidelines to follow, not laws.
I’m a big proponent of taking your learning whether as a new Clerk, new Council member, new Committee Assistant – whatever your role is – start with learning 3 motions, then build on this and get really efficient at them but use tools such as motion charts, scripts etc that you can readily implement into your e-agenda – meetings do not have to be hard
Read out the slide
It’s the lowest ranking motion
Based on Jim Lochrie’s updated formulation as outlined in his book Meeting Procedure
Everyone is equal (including the chair)
Righ tto know what will be discussed in advance
No interruptions
Individual members have no authority
Majority rules-usually
• One thing at a time,one person at a time, one time per meeting
• Over or under dedication to Robert’s Rules can be disastrous
• Finding the balance between democracy and efficiency
The quorum is usually found in your by-laws or perhaps a state statute, otherwise the quorum is a majority of members.
Any business that is conducted in the absence of a quorum is null and voicde.
The only actions that can be taken in the absence of a quorum areL
FARM
Fix the time to adjourn
Adjourn
Recess
Take Measures to obtain a quorum
Is meant to be a limiting document
• “Belongs”to the members–not the Chair
• Received before meeting
• Is meant to:– Inform members– Lock in business– Alert the public of issues– Should rarely be added to at the meeting
Not final until the full board agrees to it
or until a time certain
• Once adopted,changed only for an emergency
• Consider a consent agenda
An option - Consider the agenda as “final” once it is distributed to the board and the public instead of approving agenda at the meeting
In looking at the agenda, ensuring the flow of motions is critical for the success of the meeting
First off – make sure you had a good flow and if you are moving to an electronic agenda – utilize this change to make changes to the agenda format, procedures – anything else that can be changed to ensure the smooth flow of the meeting
Mastering the motions so that you don’t end up with Motion Sickness – that’s the key to your success – and in reality the rules are actually quite simple – and we all have that one member that seems to know everything right?
So let’s go over parliamentary procedure basics so that you get comfortable with being uncomfortable – no one deer in the headlight looks
What do motions mean? They have classes of motions.
A motion is a proposal by a member of the group. It’s a statement that describes an action or a decision. It’s how decisions are made among the committee.
Some of the basic rules for using motions in Robert’s Rules of Order are:
Positive (action) motions are permitted, not negative.
Only one person should speak at a time.
You cannot raise another motion until all other motions are settled or adjourned – one motion must be discussed at a time.
All members have equal rights to be heard when discussing a motion.
Instead of saying “I think we should do this”, which you may do in an informal meeting, motions need to be presented by saying “I move”. Negative motions aren’t allowed according to RONR, so you can’t say “I think we should NOT do this” or “I move that we don’t”, but you could say “I move that we hire an in-house marketing team”, for example, because it is a positive motion.
Main motion
The most important form of motion is the main motion. According to RONR, the main motion, or a principal motion, is “a motion made to bring before the assembly, for its consideration, on any particular subject…It takes precedence of nothing…and it yields to all privileged, incidental, and subsidiary motions”. At their core, main motions are the bigger questions that need to be updated. But, despite their name, they’re not untouchable – they can be altered by other forms of motions, such as subsidiary motions.
Subsidiary motions
Subsidiary motions are motions that affect the main motion – they need to be dealt with prior to the vote on the main motion. Below are the subsidiary motion options, starting with the highest in precedence to the lowest.
Privileged motions
A privileged motion is often something with great importance or urgency. These motions aren’t debatable. Let’s look at the types of privileged motion and how to ask for them under RONR. Some of these are also known as “stating a point” and don’t need to be seconded.
Incidental motions
Incidental motions are used as “housekeeping”. They take precedence over main motions, subsidiary motions and any pending question. The Newly Revised Robert’s Rules mention the following permissible incidental motions – these are undebatable motions.
Point of order (pointing out a breach in assembly rules).
Appeal the decision of the chair (disagreeing with the chair’s ruling).
Request permission to withdraw or change a motion before taking a vote.
Division of the assembly (doubting the result of a vote).
Suspend the rules (temporarily set aside the rules of the assembly).
BRING BACK MOTIONS ARE SOMETIMES REFERRED AS ‘MOTION TO BRING A QUESTION AGAIN BEFORE THE ASSEMBLY’
Read out the slide
It’s the lowest ranking motion
A subsidiary motion assist in treating (change) or disposing of a main motion
Privileged motions – this class of motions does not relate to the pending business but rater to items of immediate importance that should be allowed to interrupt business
None of these motions are debatable when a main motion or subsidiary motion is under consideration
I am sure that you have heard of the pyramid or order of precedence – that is what the ranking of motions make up
I like to use the visual of a pyramid because to me, it makes a lot more sense – I can understand it better
Let’s look at it in a chart form
Subsididary motions have rank among each other. They are arranged in a specific order in whch they must be considered and acted upon, some motions take precedence over others. The purpose is to avoid confusion when they are applied to a main motion.
The principle with Robert’s Rules is actually rather simple – each motion has a number or rank. When motions are pending, motions with a higher rank may be made, but motions with a lower rank are out of order (not allowed)
The main motion has the lowest rank and it can only be made if there is no other motion pending (that is a motion that is being discussed or processed)
There are 13 motions with ranks. Interesting to note – Point of Order and Request for Information do not have ranks, but are dealt with immediately. On the contrary – the bring back motions, which we are going to talk about in a few slides, have no rank and can only be made if there is no other business on the table, not motions under consideration. There are lots of motions, but the ranking motions are the key ones to master.
Let’s look at the Main Motion, Amendment and Amend the Amendment from a pyramid of precedence
Another way to look at it.
Incidental motions – this class of motions relates to the pending question in such a way that it must be decided immediately before any other business intervenes
They have no rank – I have simply put them in the order that they can be found in Robert’s Rules and I have only list the main ones I think that most of us would use
All of them:
Point of Order
Appeal
Suspend the Rules
Objection to the Consideration of a Question
Division of a Question
Consideration of a Paragraph by Seriatim
Division of the Assembly
Motions relation to the methods of voting and polls
Motions relating to nominations
Request to be excused from duty
Parliamentary inquiry
Request for information
Withdraw or modify a motion
Request to read papers
Request for any other privilege
The bring back moti9ons do exactly that – bring back business before the assembly that has already been adopted
There is no ranking among the motions and again, their order simply relates to the order in Robert’s Rules
Let’s go over some frequently used motions to gain an understanding of how they are used
Main Motion
Amendment
Amend the amendment
Refer to a Committee
Postpone to a certain time
Limit or extend debate
Close debate
Lay on the table
Recess
Adjourn
Also let’s add in suspend the rules and friendly amendment
Suppose in voting on a motion 17 votes are cast, 9 in favor and 8 opposed. Fifty percent of the votes cast are 8 1/2, so that 50 percent plus one would be 9 1/2. Under such an erroneous definition of a majority, one might say that the motion was not adopted because it did not receive fifty percent plus one of the votes cast, although it was, quite clearly, passed by a majority vote.