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escribemeetings.com
3 Must Know
Motions for Meeting
Success
Debi Wilcox
Housekeeping
2
We will be taking questions throughout the session, but we will be answering
the questions at the end of the session
If your question is not answered during the session, don’t worry! We will email
you the answer
We will be sending the presentation and the recording of this webinar to your
registered email address
Speaker
3
Debi Wilcox
Guest Speaker
Debi Wilcox, CEO/founder of Meeting
Solutions Group Debi Wilcox is a
Professional Registered
Parliamentarian, meeting management
expert, and executive leadership coach
for women and author of "Breaking
Glass: The Leadership Kit, A creative
personal leadership development
planner for women who lead"
3 Must Know Motions for
Meeting Success
Let’s Get Started
Parliamentary Authority?
Robert’s Rules of Order,
Newly Revised
Three Key Goals
#1 Meeting Objective Achieved
#2 Minimum Amount of Time
#3 Good Process Followed
Explore the 3 MOTIONS to use for
meeting success
Then …
Confidence to Succeed
Photo: Lindsay Henwood
The 3 Must Know Motions
What is a motion?
Amotion is a proposal by a
member that the group take
certainaction, bystating:
Imove that……
Motions
A recommendation will be in the form of a formal motion
Majority Vote
Each motion shall be decided by a
majority vote of the members present,
provided there is a quorum for the
meeting
Tip 1
Mover, Seconder
Each motion requires a mover and
seconder
Tip 2
Each member has the opportunity to
debate the merits of the motion once it
has been moved and seconded, prior
to the taking of the vote.
Debate and Vote
Tip 3
What is a main motion?
It is the basic form of motion whose introduction brings business
before the assembly.
It’s all about the
Rules….but why
have them?
14
Meeting Solutions Group | debiwilcox.com
There is a precedence of motions.
Ranking of Motions
Motions are arranged in a
specificorder in which they must be considered and acted
upon.
Let’s Review
1
2
3
All motions start with the phrase, “I move…”
Main Motion
‘I move to make a motion that….’
I movethat wepurchase 6 newoffice chairs for the
boardroom in the amountof $2,000.
Main Motion- Characteristics
• In writing, unless short
• Clear and unambiguous
• Phrased grammatically positive
• Comply with rules of procedure
• Are in order when no other business is pending
Let’s Process a Motion in 6 Easy
Steps
Steps to Handling a Motion
Photo: Lindsay Henwood
1
2
3
Let’s check your understanding
Next Session Dates:
25
Episode 2: September 8th at 1:00pm EST
Episode 3: September 20th at 1:00pm EST
See eScribe in action!
Overview & Demo webinar: September 14th at 1:00pm EST
Thank You!
We welcome your questions. Please reach
out if you want to,
Learn more about Meeting Motions and best
practices: debi@debiwilcox.com
See eScribe in action: Sumaiya Rais
(sbinterais@escribemeetings.com)

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The 3 Must-Know Motions for Meeting Success with Debi Wilcox Episode 1

  • 1. escribemeetings.com 3 Must Know Motions for Meeting Success Debi Wilcox
  • 2. Housekeeping 2 We will be taking questions throughout the session, but we will be answering the questions at the end of the session If your question is not answered during the session, don’t worry! We will email you the answer We will be sending the presentation and the recording of this webinar to your registered email address
  • 3. Speaker 3 Debi Wilcox Guest Speaker Debi Wilcox, CEO/founder of Meeting Solutions Group Debi Wilcox is a Professional Registered Parliamentarian, meeting management expert, and executive leadership coach for women and author of "Breaking Glass: The Leadership Kit, A creative personal leadership development planner for women who lead"
  • 4. 3 Must Know Motions for Meeting Success
  • 5. Let’s Get Started Parliamentary Authority? Robert’s Rules of Order, Newly Revised
  • 6. Three Key Goals #1 Meeting Objective Achieved #2 Minimum Amount of Time #3 Good Process Followed
  • 7. Explore the 3 MOTIONS to use for meeting success
  • 10. The 3 Must Know Motions
  • 11. What is a motion? Amotion is a proposal by a member that the group take certainaction, bystating: Imove that……
  • 12. Motions A recommendation will be in the form of a formal motion Majority Vote Each motion shall be decided by a majority vote of the members present, provided there is a quorum for the meeting Tip 1 Mover, Seconder Each motion requires a mover and seconder Tip 2 Each member has the opportunity to debate the merits of the motion once it has been moved and seconded, prior to the taking of the vote. Debate and Vote Tip 3
  • 13. What is a main motion? It is the basic form of motion whose introduction brings business before the assembly.
  • 14. It’s all about the Rules….but why have them? 14 Meeting Solutions Group | debiwilcox.com
  • 15. There is a precedence of motions.
  • 16. Ranking of Motions Motions are arranged in a specificorder in which they must be considered and acted upon.
  • 18. All motions start with the phrase, “I move…”
  • 19. Main Motion ‘I move to make a motion that….’ I movethat wepurchase 6 newoffice chairs for the boardroom in the amountof $2,000.
  • 20. Main Motion- Characteristics • In writing, unless short • Clear and unambiguous • Phrased grammatically positive • Comply with rules of procedure • Are in order when no other business is pending
  • 21. Let’s Process a Motion in 6 Easy Steps
  • 22. Steps to Handling a Motion Photo: Lindsay Henwood
  • 23. 1 2 3
  • 24. Let’s check your understanding
  • 25. Next Session Dates: 25 Episode 2: September 8th at 1:00pm EST Episode 3: September 20th at 1:00pm EST See eScribe in action! Overview & Demo webinar: September 14th at 1:00pm EST
  • 26. Thank You! We welcome your questions. Please reach out if you want to, Learn more about Meeting Motions and best practices: debi@debiwilcox.com See eScribe in action: Sumaiya Rais (sbinterais@escribemeetings.com)

Editor's Notes

  1. Paul-Welcoming to the webinar and housekeeping rules(5 mins) Paul-Introducing the guest speaker (3 mins) Paul-Topic introduction (3 mins) Debi-Background/Context to the topic (5 minutes) Debi-Best Practices in Meeting Management (20 minutes) Paul-Key Takeaways (10 mins) Paul-eScribe Introduction (5 mins) Q&A-(7 min) Conclusion-(2 mins)
  2. Are you a new member of a board or committee? Does the thought of making motions in a meeting make you nervous? Or perhaps you have been wondering what exactly is a motion? Well, if you asked yourself those questions, then this course is for you.
  3. 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 (11th 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. Based on Robert’s Rules of Order, together we will explore the 3 Must Know Motions for meeting success. Once you understand these motions, my hope for you is to feel more confident at your next meeting.
  4. One of the key goals for a board or committee is to develop the confidence of working together to achieve a successful meeting. So, what exactly makes a great meeting? Here are my three goals for a great meeting and by learning the 3 Must Know Motions to Meeting Success, you can contribute to these goals. #1. Meeting Objective Achieved #2 Minimum Amount of Time #3 Participants feel a sensible process has been followed Successful meetings have always existed, but it is human nature – we really remember the bad meetings. Essentially, good meeting management is linked to participation that is respectful, open and accountable. But, in order for a meeting to be truly successful, members need to understand the basics of Robert’s Rules of Order. To make it even easier, this course will go over the 3 Must Know Motions for Meeting Success. Good luck in becoming the best you can be at your meeting!
  5. We will go over the 3 motions of: Main Motion Amendment and Amend the Amendment I’ll explain the 3 motions, the steps to make a motion, how to formally propose a motion and in what order, including examples and voting on the 3 motions.
  6. Then and this is the really important part for me as a Professional Registered Parliamentarian…..
  7. That you have the confidence to put forward one of the three motions using the 6 easy steps and feel comfortable doing so.
  8. The 3 Must Know Motions are: Main Motion, Amendment and Amend the Amendment. For today’s session, I want to cover a little bit about making sense of motions and we will deal with the Main Motion. Session 2 is all about the Amendment and Session 3 is about Amend the Amendment. And as a bonus, at the end of Session 3, you will be provided with a powerpoint presentation template that you can use to train either a new Council who has minimal parliamentary experience, or use it to train your Advisory Boards and Committees. Because….here is one of my pet peeves – using the same detailed extensive parliamentary procedure by-law for your advisory boards and committees. They are volunteers for the most part and don’t need that level of parliamentary procedure.
  9. Read out slide Everyone can learn to use motions effectively, but it starts with a main motion – it is what starts the ranking process The Main motion has the lowest rank – there are 13 Essentially – when motions are made and are pending, motions with a higher rank can be made The very first motion you make is the main motion – lowest rank
  10. The Main motion has the lowest rank – there are 13 motions in the pyramid of precedence as I like to call it When you are learning parliamentary procedure or you are imparting your knowledge to members of council who are new to meetings or volunteers on advisory boards and committees – start with the 3 must know motions – then move to the 7 building block motions (3 must know plus 4 new ones) and then move to the 13 ranking motions Of course there is other rules when dealing with motions that we aren’t going to go into detail on and that is: Point of Order and Request for Information do not have a rank – they are dealt with immediately The bring back motions – rescind, reconsider, amend something previously adopted) have no rank but can only be made if there is no other business on the table – no motion under consideration
  11. 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.
  12. Here is an example of the ranking of the 3 must know motions Main Motion – lowest rank
  13. A main motion is a proposal to do something – right? It’s the first step in the process by which a board or other body takes action In large groups (more than 12), a main motion opens the discussion on a matter In small groups – a main motion can move the group from discussion to acttion
  14. These are the key steps that you follow with every motion. The maker of the motion is entitled to speak first A member must obtain the floor by being recognized by the Chair No member is entitled to speak a second time, while any other member wishes to make a first speech A speaker may not speak against the motion she/he has made BUT may vote against it Remarks must be confined to the merits of the pending question A members motives must not be attacked All remarks should be addressed through the Chair (understanding that there may be ‘lighter flexible’ rules for Committee) – Council should be formal Members may not speak directly to one another – this happens quite often – and you can’t make it personal When the Chair announces the vote – they advise which side has it and the effect of the vote – then moves on to the next item of business
  15. The main motion is the lowest ranking motion when dealing with the 3 must know motions. There are a lot more motions in Robert’s Rules of Order, but we are just dealing with the 3 must know motions to help you gain confidence in your meetings. In this case, the main motion is presented first – which you learned in Module 3 – learning the 6 steps to make a motion. Next in rank would be the amendment – it can amend the main motion. Followed by Amend the Amendment – which amends the amendment. You will make the motions up and the vote down. So what exactly do I mean? Well, the lowest rank is the main motion so you start by making motions with the lowest rank, which is the main motion. But when you go to vote, you start with the highest ranking motion, which in this case is the Amend the Amendment.