How to Select Effective Board Portal Software

If they’re working in the same room or across continents, board members need to be sure they have the most up-to-date version of documents. A central shared system is vital for meeting preparation and for governing. The most effective board management software will automatically update the documents, regardless of which device or platform is being utilized by participants. With this level of security, the board’s materials can be accessed and commented anytime by business transformation a variety, ensuring that the right information is accessible to make strategic decisions at all times.

When selecting a board portal solution, choose one that includes the following essential features:

Tools to schedule and invite meetings: With the help of simple automated tools, you can easily determine the dates and times of your meetings. Also, allow attendees to sign up online for meetings and provide reminders.

Agenda builders tools can create dynamic fully digital agendas for meetings including designated time limits and people assignments. Some portals include documents of reference embedded in the pages.

Task management: Use a task manager to ensure that everyone on the board is up-to-date with their duties prior to your next meeting. The most effective solution will display the tasks assigned to them on the form of a central dashboard. This will allow directors to verify that they have reviewed the meeting materials or finalized a budget for an upcoming campaign or taken photos at an event for volunteers, as an instance.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Group training sessions can be scheduled at different times and places. Also, think about reaching out to board members who aren’t tech-savvy to schedule 1:1 sessions.