Board members must be confident they have the most recent version of the documents, regardless of whether they are working in the same room with the other or on separate continents. That’s why having a central shared system of record is essential for meeting preparation and governance processes. The most effective board management software will automatically update the documents regardless of the device or platform is being utilized by participants. This level of security enables board materials to be accessible to all participants and to be viewed and commented on at any time.
When choosing a board portal solution, look for one that has these key features:
Meeting invites & scheduling tools: Easily determine the dates and times of meetings by using simple automated tools. Also, allow attendees to sign up online for meetings and send reminders.
Agenda Builder Tools Create digital, dynamic agendas for meetings with time limits and individual assignments. Some portals have documents of reference embedded in the pages.
Task management: Ensure all board members have completed their tasks ahead of your next meeting by using an effective task manager. The best solution will display all tasks assigned to them on a centralized dashboard, allowing directors to ensure that they’ve read the meeting materials, finalized a budget for a upcoming campaign or even captured photos of an event that is a volunteer, for instance.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Plan to host group training sessions at visit the site post about boardpaq software review several locations and times, and also consider individually reaching out to tech-challenged board members to arrange 1:1 training sessions.