Robert's Rules of Order Collection¶

Run formal meetings with confidence — from your first board seat to the largest convention floor. Procedural guidance, motion tracking, and formal minutes that flow from meeting to record.

A family of three progressive parliamentary procedure toolkits based on Robert's Rules of Order Newly Revised (12th edition). Start with Essentials for lightweight structure, graduate to Standard for full compliance, or deploy Complete for legislative-grade precision.

Pick your level. Get structure immediately. Extend as your governance matures.

🚀 Why This Collection?¶

Procedural confidence. One-tap shortcuts for motions, points of order, and voting procedures. AI-generated minutes in proper RONR format. No more "how do we handle this?"

Progressive complexity. Three editions — same agenda structure, increasing depth. Start simple, upgrade when needed. Your data travels with you.

Delivery everywhere. Email formal minutes, copy action items, archive to document management. PDF exports for compliance. The record lives where you need it.

Your starting point. Edit the agenda, add organization-specific motions, connect to your document management system. The manifest is yours to evolve.

Installation¶

Choose your edition and click to install:

Essentials Standard Complete

Click any button above to install directly into your Contio workspace. If you have the desktop app, it will open automatically. Otherwise, you'll be directed to the web app.

Manual installation:

1. Go to Settings → Toolkits in your workspace
2. Click Import Toolkit
3. Upload the edition that matches your organization's needs:
4. roberts-rules-essentials.json — Start here
5. roberts-rules-standard.json — Most organizations
6. roberts-rules-complete.json — Formal assemblies
7. Start using the template when creating meetings

Choose Your Edition¶

Key: 📋 Copy · 📧 Email · 📥 PDF · 📂 Archive

All three editions share a single meeting template with the same agenda structure. The editions differ in the depth of procedural support: shortcuts for recording motions, delivery channels for outputs, and workflow automation.

Essentials Edition¶

File: roberts-rules-essentials.json

The Essentials edition is a streamlined introduction to parliamentary procedure. Perfect for organizations new to formal meetings who want structure without overwhelming complexity.

Ideal for:

• Small boards and advisory committees
• Community organizations
• Informal governance bodies seeking structure
• Teams new to Robert's Rules

What's Included:

Agenda Flow:

Call to Order → Approval of Minutes → Reports → New Business → Adjournment

Standard Edition¶

File: roberts-rules-standard.json

The Standard edition provides full Robert's Rules compliance for typical organizational needs. Includes the complete 7-item order of business with detailed facilitator talking points.

Ideal for:

• Boards of directors
• Standing committees
• Non-profit organizations
• Professional associations

What's Included:

Key Features:

• Complete motion vocabulary with procedural guidance
• Point of Order handling with chair ruling templates
• Motion log extraction for official record
• Email delivery of formal minutes

Complete Edition¶

File: roberts-rules-complete.json

The Complete edition provides comprehensive parliamentary support for formal assemblies requiring strict procedural adherence.

Ideal for:

• Legislative bodies
• Large conventions
• Annual general meetings
• Organizations with complex bylaws

What's Included:

Canvas Templates (3) — Collaborative Governance Artifacts¶

Key Features:

• Extended agenda with Special Orders, General Orders, and Consent Calendar
• Full motion precedence tracking (Main, Subsidiary, Privileged, Incidental)
• Executive session support
• Comprehensive shortcuts for all motion classes
• Multi-step approval workflow (Secretary → Chair → Distribution)
• Document management integration for archival compliance

Shortcuts Reference¶

The shortcuts enable one-tap recording of parliamentary actions during meetings.

Motion Shortcuts (Complete Edition)¶

Voting Shortcuts¶

AI Next Steps¶

Formal Minutes (ns-rr-formal-minutes)¶

Generates comprehensive meeting minutes following RONR standards:

• Roll of attendees with quorum confirmation
• Complete motion log with movers, seconders, and outcomes
• Report summaries
• Unfinished business status
• Adjournment time

Motion Log (ns-rr-formal-motion-log)¶

Extracts all motions into a structured table:

Action Items (ns-rr-formal-actions)¶

Captures non-motion assignments:

• Committee referrals with instructions and due dates
• Officer assignments
• Member follow-ups
• Administrative tasks

Parliamentary Reference (ns-rr-formal-reference) — Complete Edition Only¶

Generates a customized quick reference based on the meeting:

• Motions used with procedural requirements
• Common phrases for Chair and members
• Tips based on procedural challenges observed

Workflows¶

Formal Minutes Distribution¶

Available in Standard and Complete editions. Automates the minutes review and distribution process:

[Generate Minutes]
        │
        ▼
[Secretary Review]
    │         │
 (approve)  (reject)
    │         │
    ▼         ▼
[Chair      [Alert:
Review]     Revision Needed]
    │
    ▼
[Email to Members]

The workflow ensures minutes are reviewed by both the Secretary and Chair before distribution.

Customization¶

All editions can be customized through the Contio UI.

Adjusting the Agenda¶

1. Go to Settings → Templates
2. Edit the meeting template
3. Add, remove, or reorder agenda items
4. Update time allocations

Adding Organization-Specific Shortcuts¶

1. Go to Settings → Shortcuts
2. Click New Shortcut
3. Create shortcuts for your organization's common motions

Example — Consent Agenda Shortcut: - Name: Consent Calendar Item - Icon: 📋 - Prompt: "Add to consent calendar: [item] — If no objection, will be approved without debate"

Modifying Minutes Format¶

1. Go to Settings → Next Steps
2. Edit the "Formal Minutes" next step
3. Adjust the AI prompt to match your organization's style

Updating Workflow Reviewers¶

1. Go to Settings → Workflows
2. Edit the distribution workflow
3. Change the Secretary/Chair assignments to specific users if needed

🚀 Extend It Your Way¶

These toolkits are starting points, not ceilings. Every element can be customized, extended, or replaced.

Remix in the UI. Once installed, all components (templates, shortcuts, next steps, canvases, workflows) appear in your workspace settings. Edit them directly, duplicate them, or combine pieces from multiple toolkits — then export your remix as a new portable toolkit.

Ideas for Extension¶

Progressive Upgrade Path¶

Start with Essentials, and when you're ready for more:

# You're currently using Essentials
Settings → Toolkits → Export → roberts-rules-essentials-custom.json

# Ready for Standard features? Install Standard, then merge your customizations
Settings → Toolkits → Import → roberts-rules-standard.json
# Your existing customizations stay — just add Standard's extra shortcuts

Fork, Version, Share¶

# Export your customized toolkit
Settings → Toolkits → Export → roberts-rules-custom.json

# Version control it with your governance docs
git add governance/roberts-rules-custom.json
git commit -m "feat: add consent calendar motion"

# Share with other chapters/branches
Settings → Toolkits → Import (in other workspace)

The manifest is yours to own. Add your organization's specific motions, connect to your document management system, evolve it with your governance needs.

See Also¶

• Toolkit Authoring Guide — Full manifest reference
• Recruiting Interview Suite
• Agile Ceremonies Suite