How to Select Effective Board Portal Software

Board members must be certain they have the most up-to-date version of documents, whether they’re in the same space as they are or on different continents. This is why a central shared system of record is vital for meeting preparation and governance processes. The best software for managing board meetings will update documents simultaneously, regardless of which device or platform is used by the participants. This level of security enables board materials to be accessed by all participants and be discussed at any time.

When choosing a portal for board meetings Look for the following characteristics:

Tools to schedule and invite meetings: Using simple automated tools, you can quickly determine the dates and times of your meetings. Additionally, you can allow attendees to sign up for meetings online. You can also send reminders.

Agenda Builder Tools: Create digital, dynamic agendas for meetings with time limitations and person assignments. Some portals offer reference documents embedded in the pages.

Task management: Make sure that all board members have completed their tasks prior to your next meeting with a complete task manager. The most effective solution will display all tasks assigned on the form of a central dashboard. This will allow directors to verify that they have looked over the meeting material, finalized a budget for a upcoming campaign or even taken pictures at a volunteer event, for instance.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Aim to hold group training sessions at a variety of dates and locations. You should think about reaching out to board members who are tech-challenged to arrange 1:1 training sessions.

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