How to Use Robert’s Rules of Order
1
Introduction
In some cultures social status and rank
determine who gets to participate when a group makes a
decision. In other, more democratic settings the "will
of the majority" is commonly used to decide questions.
However, when deciding questions by the majority's will,
great care must be given to protecting the rights of the
minority's view, if the group's membership is to be
sustained.
Chairing a democratically-based meeting of
any association, board or organization can be a challenge.
Participants want to come to useful decisions, but they also
want their views to be heard on the questions that are to be
resolved. In any organization divergent views must be heard.
Minority views especially must be expressed, or the
disenfranchised minority is likely to quit. Thus, for a Chair
there is a balance needed between efficient decision making
and listening to divergent views. If this balance is not well
cared for by the meeting's Chair, frustration with the
organization often results.
Meeting agendas can set out many different
types of questions, but the most efficient approach is for an
organization to ask questions of an assembly in a yes or no
format. Decisions are made either "up" or
"down" for each question. This can be accomplished
by the formation of committees (either standing or ad
hoc) that have been charged to present a report or a
resolution to the group for its consideration and possible
adoption. Thus, for efficiency, reports and resolutions
should be circulated to the entire membership with sufficient
time to allow the members to read them, and become informed.
If not, uninformed decisions will result.

History
In 1867, immediately following the Civil
War, U.S. Army Corp of Engineers Major Henry M. Robert was
transferred to San Francisco, CA to continue his military
duties2. San Francisco was, at the time, a mix
of people from very divergent backgrounds. Social clubs and
organizations were popular, and Major Robert became involved
with several. He soon noted the lack of any agreement for
governing the meetings, and the inefficiencies of the
decision making processes. Additionally, the rich cultural
diversity of the city added complications to running a
meeting. It seemed that everyone, based on their different
backgrounds, had a different view on just how a meeting
should be run. So, to fix some rules for holding a meeting
Major Robert set out some rules for the "order"
when considering any question (i.e., a yes or no question)
brought before a society or organization. These rules came to
be known as Robert's Rules of Order, and were
subsequently revised many times as a result of feedback Major
Robert got from others, when applying his rules.

Origin
Robert's Rules of Order can be traced back to the rules of U.S. Congress, which in turn came from British Parliamentary law. But these rules served only as a starting point as Major Robert recognized that the wholesale adoption of these Parliamentary rules was not possible. The House of Representatives rules are significantly different from those used in the Senate. The question of which set should be selected gave way to the recognition that neither set of rules had the needed procedures for running a social meeting. And, although both sets of Congressional rules came from British Parliamentary law useful for managing deliberation, the U.S. Congressional rules were established for limiting debate. Robert wanted a set of rules for managing the consideration of questions leading to an organization's decisions in a meeting.
Robert was clearly an individual given to
visual descriptions, and his use of terms reflects that persuasion. His approach
to the choice of terminology can complicate one's understanding of the terms, if
one attempts to reference other forms of decision making. For example,
Robert's Rules of Order call for "tabling a question", meaning it will no longer be under consideration. In common European terminology tabling a document would be making it available to others. Thus, some caution in the interpretation of Robert's terms is needed. And a "visual" interpretation of his terms can help.

The Process
To organize a meeting that will follow
Robert's Rules of Order
a sequence of questions is
presented as a meeting's agenda. That sequence is then
agreed to by the members in attendance as a first order of
business, and is referred to as the Order of the Day. But, to
advance the agenda, and to protect the rights of the
meeting's minority views, reconsideration of the
agenda's sequence can occur at any time during the
meeting.
However, the "order" referred to in
Robert's Rules of Order
refers to the process for
considering a single question, called a main motion.
Decisions must be made in the correct order, or they are
"out of order" and the Chair can be challenged on
that point at any time, by anyone. A meeting's
"parliamentarian" is appointed for the duration of
the meeting to decide issues raised on the proper application
of the Robert's rules. This is to prevent the Chair from
mismanaging the meeting.
The "order" of things is very
simple, and very linear. A question is presented (in visual
terms it is taken up) as a motion3. The motion's proposer requests
the Chair for the "floor" and when granted the
motion is stated by the proposing member (actually, it can be
done by any member, including the Chair), which is worded
as:
"I move we adopt the Program
Committee's report of November 19."
The next activity is to obtain a
"second." Again, any member can second a motion,
simply by saying, without waiting for the Chair's
recognition:
"I second that motion."
The purpose of seconding a motion is to
affirm that more than one member wishes to consider the
question. If not, why waste everyone's time?
At this point anyone may offer a
"friendly amendment" to the motion, and the
motion's sponsor may accept the change without
restriction by the rules. This is often done if the motion
has an obvious mistake. An example would be:
"I suggest that the motion be amended
to provide the committee's correct name, which is the
Program and Project Committee."
The person who made the second need not
concur with the "friendly amendment" and may
withdraw his or her second at this time. In that case someone
else must offer a second. Otherwise the "friendly
amendment" is not accepted and there is no change to the
original motion4.
The Chair then reads aloud the motion (with
a friendly amendment or otherwise). To do this the Chair
announces:
"There is a motion on the floor to
adopt the Program and Project Committee's report on
November 19. Is there any discussion?"
From this point on the motion becomes more
formal, and the Rules of Order become enforced by the
Chair.
The Chair then recognizes members wishing
to speak on the motion.5 This is called "taking the
floor" and once awarded the floor by the Chair all other
speakers are ruled "out of order" by the Chair if
they attempt to speak, with some special exceptions noted
below. Chairs with a sense of the meeting are able to
anticipate member's viewpoints, and will call on
individuals in a pattern that allows alternating pro and con
arguments.
At any point in the discussion a special
set of priority questions may be raised by interrupting a
speaker who has the floor. These questions all have
"privilege" over the "main motion" (i.e.,
the motion to adopt the report). These privileged motions
must be dealt with before the main motion can be called up
for a vote. These privileged motions, while having no
relationship to the pending motion, are of such urgency or
importance that they must be resolved before continuing the
discussion. These motions are, in rank order of their
"privilege" are to:
- Fix the time to the meeting's
adjournment
- Adjourn the meeting
- Take a recess
- Ask a question about privilege
- Call for the Order of the Day (does not
require a second)
None of the above motions are debatable.
When called for by a member and then seconded by another
member, the Chair must resolve the question by calling for an
immediate vote, before continuing the discussion on the
pending motion. (That is, if the meeting has not been
adjourned.) These motions are considered so critical that
their resolution must take priority over all other activities
of the meeting. That is why they are called
"privileged."
The procedure for initiating a privileged
question is simple. In the course of the discussion the
individual calling for a privileged motion, when recognized
by the Chair, makes the motion simply by stating:
"I move we adjourn the meeting at this
time."
A second member would then state:
"I second the motion" without
even waiting for the Chair's recognition.
The consideration of privileged motions is
necessary to protect the rights of minority views. This may
be important in certain circumstances. For example, when a
question is being poorly represented, and more information is
needed before a fair vote can be taken, the proper thing to
do is to end the discussion. This action is done simply out
of a sense of fair play, with the membership stopping the
process of decision making. This action (adjourning the
meeting) may seem too severe to some. But the protection of
the best interests of the organization must be provided
through such mechanisms. There are however other, less
Draconian ways to do this within the rules. Read on.
The following is a list of
"subsidiary" motions that can be made, and although
not privileged (i.e., they do affect the motion being
considered), they are also not debatable. These motions are
to:
- Lay the question on the table
- Call for the previous question (2/3
vote required)
- Restrict or extend the limits of debate
(2/3 vote required)
Previous to this list, all questions are
decided by a simple majority (i.e., more than 50% of the
voting members in attendance, a quorum being present). The
decision to call the previous question, or restrict or extend
the limits of debate require a suspension of the normal
rules. This requires a 2/3 vote in favor of the motion, again
to protect the rights of the minority view.
Subsidiary motions can be applied to a main
motion, and to certain other motions, for the purposes of
modifying them, delaying them, or otherwise disposing of
them. This group of subsidiary motions are not debatable, and
when moved and seconded the Chair must call the question
immediately.
As an example of this process a member of
the assembly would ask the Chair to be recognized to consider
a subsidiary motion. When granted the floor, the member would
state:
"I move that the main question be
tabled for consideration at the next meeting."
After obtaining a second to a motion to
table a main motion, the motion to table is immediately
called by the Chair without debate. Any and all formally
proposed changes to the main motion (i.e., adhering
amendments) will be tabled with the main motion, should it
pass. During the period that a motion is tabled no other
motion on the same subject is in order that would in any way
affect the question. To consider the tabled motion again it
must first be "taken up" by the assembly, and when
"taken up" all adhering amendments are still
attached. The action to reconsider a tabled motion requires a
motion and a second, and is not debatable. However, to once
again take up a tabled motion some business should have been
transacted that justifies its reconsideration.
Requesting consideration of a question,
resolution or report at a later time is invoked by making a
special order motion. This type of motion on a pending
question asks the assembly to consider suspending the rules,
and thus requires a 2/3 vote. In this case the motion for a
special order would place the pending question on the order
of business at the specified time. If the question is not
pending the special order is a main motion and is debatable,
amendable, and passes with a simple majority vote.
Another set of subsidiary motions are
debatable, and these motions may be moved by a member at any
time, when recognized by the Chair. Once moved and seconded
the Chair reads the subsidiary motion, which is then
discussed and voted on. This class of motion may be passed by
a simple majority. These motions are to:
- Postpone to a certain time
- Commit or refer
- Amend
- Postpone indefinitely
To amend a main motion the proposer may
move to insert words, add words, strike out words, or
substitute text as portions or in its entirety. The process
for amending a motion (main or subsidiary) is:
"I move that the second paragraph be
stricken from the report and the following paragraph be
inserted. ‘The committee shall study the purchase
agreement and report to the membership by March 1. However,
if the purchase price is reduced by 10% the committee is
empowered to act with the authority of the
association.'"
A second is required, and then the Chair
will ask for discussion, after reading the motion to amend.
After the discussion the amendment is considered, a simple
majority is needed to decide whether the amendment is to be
adopted. If it is adopted the amended main motion is then
open for discussion once again.
When amendments to a motion, especially
when considering the adoption of complex documents requiring
many changes, it may be best for the assembly to refer the
document to a committee. In this case a motion to refer or
commit to a committee (standing or ad hoc) would be
appropriate. The committee would then make the corrections,
and return the revised document to the assembly for its
consideration. This is a much more efficient use of the
membership's time and energy.
One of the important roles of the
meeting's Chair is to recognize when the discussion is no
longer productive; when points are unrelated to the pending
question and are thus out of order; and when members have
each had sufficient opportunity to speak their points.
Typically, no member is called on for more that two
opportunities to speak, and the time allowed for a member to
speak is commonly restricted to a few minutes for each
member. Great latitude is given to the Chair to foster fair
participation and to keep the meeting progressing efficiently
through judicious time allocations. But any formal limits on
any speaker's time requires a change of the rules (see
above).
The correct order of considering motions
follows the order of the listings given above, with the first
item listed (i.e., to fix the time for adjournment) having
priority over all other questions, and so forth down the
list.
When all of the above considerations are
resolved, the Chair calls for the main question. Please note,
as stated above, any member can formally call for "the
question," but that process is considered a suspension
of the rules, requiring a 2/3 vote. The call by the Chair is
a normal process to get to the event of decision making,
taking into account the receptivity of the members to decide
the question at that point in time, and with a sensitivity to
the minority's views. When the Chair calls for the
question, it is not a motion requiring a vote, but a request
to vote on the motion, following what was judged by the Chair
to have been sufficient discussion by the assembly.
If the Chair senses strong support either
for or against the motion, it is his or her responsibility to
call for the question. Otherwise, an easily resolved question
can get a protracted discussion for little or no benefit,
beyond allowing vocalization of what everyone has already
accepted.
This is done by the Chair by stating:
"Is everyone ready for the question?
The motion is to adopt the Program and Project
Committee's report of November 19. All those in favor
signify by saying 'Aye'. Those opposed please signify
by saying ‘no'." The Chair then announces the
results by stating:
"The ayes have it, and the motion is
passed."
If there is any question on the decision
made by a voice vote, the Chair should call for a show of
hands, first calling for the ‘yes' vote, followed
by the ‘no' votes. Also, immediately following a
voice vote any member can call for a "division of the
assembly" which requires the Chair to call for a show of
hands. To invoke this rule the challenging member simply asks
the chair for a "Division", or "I call for a
division". No second is needed, and the Chair must act
immediately on the call for a division. Chair's must
guard against any abuse of this privilege by members
intending to disrupt the meeting, however.
On some occasions a call for abstentions
may be proper, but this is not commonly invoked. But Chairs
should be prepared for one or more members wishing to have
their abstention recorded in the meeting's minutes.
On the occasions of a tie vote, the Chair
casts the deciding vote, and so informs the membership when
declaring the results of the voting.
There are some "tricks" for
handling large motions that merit note. Some questions are
more easily considered if divided into components. Such
divisions may be suggested by the Chair as a way of
expediting the members' consideration. For other types of
documents, such as a new set of by-laws, the Chair may decide
to take the document by seriation (a.k.a., by
paragraph). This action recognizes that the document cannot
logically be divided, so the members are asked to give its
consideration of the document section by section, and then
vote on the adoption of the whole document.
Minutes for a meeting conducted under the
Robert's Rules of Order typically are records of the
decision made as specific motions, amendments and votes
taken, rather than a transcript of the discussions. Such
meeting minutes are thus shorter, and will have the actual
decisions made by the members, with less interpretation of
what happened by the organization's secretary, or the by
the Chair of the meeting.

Conclusion
The point addressed by Robert's Rules
of Order is that there must be some
order to the consideration of questions by any organization. Without order there
is chaos. And anyone who has suffered through a chaotic meeting has real
motivation for adopting Robert's Rules of Order
.

A Word of Caution
Major Robert once wrote, "....one who
is constantly raising points of order and insisting upon a
strict observance of every rule in a peaceable assembly
(sic) in which most of the members
are....[unfamiliar with] these rules and customs, makes
himself a nuisance, hinders business, and prejudices people
against parliamentary law. Such a person....either....[does
not understand] its real purpose or else willfully misuses
his knowledge."

Reference
Robert, Henry M. The 1915 Classic Edition.
Robert's Rules of Order
, Revised. Morrow Quill
Paperbacks. New York. 1979. 323 pages. (ISBN
0-688-05306-8)

Footnotes:
1. Copyright 1998, David R. MacKenzie. All rights
reserved. [ back]
2. He later became a General. [ back]
3. The visualness is apparent here, as the process
can be "seen" to lift a document from a table
for its consideration. [ back]
4. The Chair must exercise caution in the practice
of allowing friendly amendments. In some instances the
privilege may be abused. Comments can flow into a discussion
of the question before it is formerly stated by the
Chair. [ back]
5. It should be readily apparent that reports prepared
for consideration by an organization must be circulated
to the membership prior to the "question"
to adopt. It must be recognized that the purpose
of a Robert's Rules of Order meeting is not to present
the contents of the report but to seek the report's
adoption. For a meeting where a report will be prepared
at about the same time as the meeting, and thus it cannot
be circulated to the members before hand, the common practice
is to introduce the report as early as possible and move
that the report be considered at a later time on the agenda.
This provides the members with an interval for reading
the report. If this is not done, some member will likely
move that the report be tabled for later consideration.
[ back]

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