Advita Patel’s Post

My first-ever Boardroom experience was painful. Here’s what I wish I did differently 👇🏽 I wish I didn’t shuffle in like I didn’t belong. I sat in the chair that was the furthest away as I didn’t want anyone to think I was being “cheeky”, and then didn’t say a word throughout the entire meeting as I felt it wasn’t my place. When the PA asked me to fetch the milk and coffee, I did, and when I was asked to write notes, I said, “Okay!” 🤦🏽♀️ What I’d do differently A) Give myself extra time a few days before the meeting to write down questions and talking points. Not only to review papers. B) Pre-meet a couple of other directors for coffee to get the lowdown on what happened previously and anything I need to know before I head into the room. It's also a great way to get some advocacy in the room. C) Arrive early (with my head held high) so I can compose and set myself up properly - not in the random seat furthest away. D) Undertake a finance for non-finance manager course beforehand. I thought I was good at reading a budget sheet, but it’s nothing compared to some Board discussions. I also had a few friends in Finance who helped me out a lot. E) Learn how to say no to taking notes - my usual line: “If I take notes, I can’t contribute effectively, and I have a few points to make. Can everyone note their actions, or can I ask XYZ to come in and support?” I was sweating when I first said this, but the MD said, “Yep, that’s fine” 🤣. I wasn’t asked again. F) If asked to make tea/coffee, I’d always say, “I’m good for a hot drink; thank you for asking.” It’s awkward, and you’ll get the stare, but stay firm. You’re there as a Board member, not a fill-in for the PA or office administrators. I'll always offer if I’m making a cup of tea for myself! Side note: the discussion about having a seat around the table has been ongoing for decades. I personally don’t think comms pros need a permanent seat to make a difference, but an open invitation would be helpful. Understanding what you’ll do with that seat is more important when you’re invited. If you sit on a Board, what advice would you share with newbies? Alt text: I’m sitting at a table talking to people out of shot. I have my laptop open in front of me, and I’m deep in conversation.

  • No alternative text description for this image
Victoria Moffatt ChartPR

Non-practising solicitor, founder and MD of LexRex Communications. Legal PR, Chambers and Partners and Legal 500 specialist. At LexRex - we help law firms to grow.

1w

It's so important as a woman to decline to take notes and pour the drinks in my opinion. It can really undermine our position and how the other board members see / perceive us and our role. I think the Chair should always arrange a scribe in advance (and ideally not one of the Board) and perhaps it would be polite if they offered the drinks themselves, or everybody just helped themselves. I was asked to take notes at a recent Trust strategy meeting for the school where I'm a governor. There were three men on the table and myself. I politely declined and suggested that as I'd already taken notes earlier in the day on a different table, it was perhaps time for one of the men to take up the mantle. This sort of thing is SO important. And it's where our male allies can definitely help.

Silke Kramprich

Advancing business goals through #communication | #CommTech | #MCP | #OneLenze | #WorkingOutLoud | views are my own

1w

I would add: Prepare yourself for potential instances of man-splaining and he-peating and consider strategies to address such behavior. If you’re fortunate, you won’t encounter it. However, being prepared can significantly improve your chances of turning the situation to your advantage. Often, the individual engaging in man-splaining or he-peating is unaware of their actions. In my experience, addressing it directly can lead to surprise and positive reflection on their part.

Stephen Lee

Digital Strategy & Innovation Leader | Org Culture Creator | Workshop Facilitator | Interculturalist & DEI Advocate | Improviser | Stanford MBA & MIT Alum

1w

I had the lucky experience of feeling immediately at home with the advisory board for the Power Of Pop Fund, led by Comic Relief. Having a shared understanding of feeling like outsiders quickly established a community of trust and mutual respect. I wrote up my thoughts here. https://www.linkedin.com/posts/stephenslee_how-did-you-feel-your-first-day-on-an-advisory-activity-7170782595100721153-iWMk?utm_source=share&utm_medium=member_ios I've also found techniques of improv theatre to help me in stressful work situations, as the practice of experimenting in uncertainty is a good muscle to train! And it helps explore different ways you can show up in different roles. Very aligned with your points C, E and F.

Joanna Parsons

CEO The Curious Route. LinkedIn Top Voice on Internal Communication. Consulting, training and community building for internal communicators all over the world. joanna@thecuriousroute.com

1w

Yes! Don't bring a notebook with you and never ever offer to take notes. It positions you as a secretary rather than a peer. Great advice Advita Patel

Ana-Maria Thijssen

Internal Communications | Counselling for Millennials

1w

Manh this hits home on so many levels! Firstly, yes an open invitation would be the best. Secondly, hell to the no will I take minutes or make coffee. I didn't wreck my brain in school (and still do) to become a barista. Plus walking is incredible for the health 😉 Lastly, I make it a point to come with my homework done, questions at the ready, arrive first, take head of the table seat, and play the Godfather 🙌 I'm so done with being a nice girl!

Chaya Mistry

Human whisperer. Human Leadership and Communication Coach, Consultant, Trainer. Regenerative Human Centric Change Enabler. Board Director Marketing Communications ICF NL. Inner development goals. CIPR Trainer

1w

Love these tips Advita Patel one I would add is 💪🏽to understand the business. I had a buddy in the business who was happy to answer stupid questions in exchange for comms advice. Then I could spend time developing tailored solutions and bring creativity, this way I can be proactive rather than just reacting to what is on the agenda or asked in the moment.

Phil Wedgwood

CEO - Engage Solutions Group

1w

Thank you for sharing your experience and insights Advita. I believe preparation and self-advocacy are key. Pre-meeting with directors, being assertive in the room, and continuously improving our skills are excellent strategies.

Sarah Bell

Communications director and non-exec. I work with organisations that are driven by social purpose: supporting them to reach their goals through creative strategic communications and compelling storytelling.

1w

All of this! I wish I had taken a finance course too. Knowing that it's all about the papers is key, giving you time and headspace to digest and ask questions in advance - and be ready for the speed that discussions happen. Also remembering that your professional lens - be that on reputation, impact, brand etc - is not just valid but critical.

Nicole Bearne

Internal Communication Top Voice. Employee Experience Consultant. Former Head of Internal Communication at Mercedes-AMG Petronas Formula One Team. Motorsport UK Board Director. Corporate Speaker. 9-time World Champion 🏆

1w

Definitely do the preparation and pre-reading. It will help you to feel more confident to raise your points if you’ve taken time to think things through in advance.

Sheila Nero

Content Creator & Strategist | Public Relations | LinkedIn Ghostwriter | Storyteller | Corporate Communications | Lifelong Learner

1w

Advita Patel Good points. I think B is especially important. It's the story behind the facts.

See more comments

To view or add a comment, sign in

Explore topics