How to Select Effective Board Portal Software

Board members should be confident they have the most recent version of documents, whether they’re in the same room as each other or on different continents. This is why a central shared system of record is essential for meeting preparation and governance processes. The best software for managing board meetings More Info will update documents simultaneously regardless of the device or platform is used by participants. With this level of security, documents for boards can be accessed and commented on at any time by a range of participants and ensure that the correct information is accessible to make strategic decisions at all times.

When you are choosing a portal for board solution, search for one that has these key features:

Meeting invites and scheduling tools: Quickly establish meeting dates and times by using simple automation tools. Also, you can allow participants to sign up for meetings online. You can also send reminders.

Agenda Builder Tools Create digital agendas for meetings that are dynamic and interactive with time limitations and person assignments. Some portals even embed references documents.

Task management Utilize a task manager to ensure that all board members are up-to-date with their duties prior to your next meeting. The best solution is to display all tasks in one central dashboard. Directors can make sure they’ve read the meeting materials, approved the budget for a campaign or taken pictures at an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Plan to host group training sessions at various times and locations, and also consider individually reaching out for board members with disabilities in technology to schedule 1:1 training sessions.

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