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Growth Plan Best Practices

The Growth plan ($199/month) is the sweet spot for organizations that want a regular board cadence. With four live sessions, six executive reviews, and four director sessions per month, you can build a sustainable leadership rhythm.

Your Growth Limits

  • 2,000,000 AI tokens
  • 4 live sessions
  • 6 executive reviews
  • 4 director sessions
  • 1,500 video participant minutes
  • 10 GB document storage

Who Growth Fits Best

  • Leadership teams meeting weekly or biweekly
  • Growing businesses that need ongoing strategic input between major decisions
  • Organizations with multiple team members joining live sessions via video
  • Owners who want the board embedded in monthly operations, not just quarterly reviews

Recommended Monthly Rhythm

A balanced Growth cadence might look like this:

  • Week 1 — Live session: monthly strategic review and KPI check-in
  • Week 2 — Executive review on a major decision in flight; director session for a domain deep dive
  • Week 3 — Live session: leadership standup on open actions and urgent topics
  • Week 4 — Executive review to set next month's priorities; optional live session for year-end or quarterly planning

This uses roughly 3–4 live sessions, 2–3 executive reviews, and 1–2 director sessions — leaving room for ad-hoc needs.

Assign Each Meeting Type A Job

LIVE SESSIONS — the board table

  • Use for decisions that need real-time deliberation, voting, and human participation
  • Hold a monthly full board for strategic review and KPIs
  • Add weekly or biweekly leadership standups for urgent topics and open actions
  • Prepare 2–3 focused agenda items per session
  • Upload documents before meetings and review open action items first

EXECUTIVE REVIEWS — the async strategy engine

  • Submit briefings between live sessions so the board keeps working while you execute
  • Use for growth decisions, hiring choices, market expansion, and operational pivots
  • Be specific about questions and desired outcomes
  • Attach financials, market data, or proposals when relevant
  • Bring recommendations into your next live session as consent or decision items

DIRECTOR SESSIONS — deep 1:1 expertise

  • Use for weekly KPI or cash-flow check-ins with your finance director
  • Schedule domain deep dives before elevating topics to the full board
  • Pick the director whose discipline matches the question
  • Export session summaries as PDFs for your leadership file

Team Structure At Scale

Growth organizations usually have more people in the room:

  • Owner — CEO or founder; billing, coach connection, final authority
  • Administrator — COO or ops lead; scheduling, governance, team management
  • Board Member — partners and executives who vote and chair
  • Advisor — external consultants who contribute but do not vote
  • Viewer — silent observers who need read-only access

Give Administrators scheduling control so the CEO is not the bottleneck for every meeting.

Governance And Documentation

With more meetings, consistent procedure matters:

  1. Choose the right parliamentary mode (Account → Governance) before ramping your cadence
  2. Set governance rules once — vote thresholds, debate limits, consent agendas
  3. Approve minutes and memory entries promptly after each session
  4. Use motions and votes deliberately — every resolution is recorded with an audit trail

See Parliamentary Modes Explained and Governance Settings for details.

Documents And Memory

  • Centralize financials, strategic plans, and recurring reports in your document library
  • Keep your Company Profile and KPIs current — directors perform better with accurate context
  • Review institutional memory periodically; approve entries that should carry forward
  • 10 GB supports regular uploads; archive files you no longer need for active deliberation

Coach Integration

If you work with a Board OS Partner coach:

  • Link via Account → Organization with their invite code
  • Pair coach accountability goals with regular executive reviews and live check-ins
  • Coach observations flow into future AI board meetings automatically

See Connecting a Business Coach for details.

Usage Monitoring

Track consumption on your dashboard and Account → Plan & billing:

  • Director sessions — your tightest recurring cap at four per month
  • Video minutes — 1,500 supports regular multi-participant meetings but accumulates with long sessions
  • AI tokens — 2M handles regular use; very document-rich sessions add up
  • Storage — 10 GB is generous for most teams; still worth periodic cleanup

Limits reset each billing period.

When To Upgrade To Enterprise

Consider Enterprise ($499/month) when you regularly hit Growth limits — especially live sessions, executive reviews, or video minutes — and want the board embedded in week-to-week leadership operations.

See Enterprise Plan Best Practices for guidance on that tier.

When Starter May Be Enough

If you only hold one or two live sessions per month and a handful of executive reviews, Growth may be more than you need. See Starter Plan Best Practices.

Every business deserves a great board.

Start building yours today — expert perspectives, structured accountability, and guidance tailored to your industry.