How to Select Effective Board Portal Software

Board members must be confident they have the most recent version of the documents, regardless of whether they are working in the same space as they are or on different continents. This is why a central shared system of records is crucial for your meeting preparation and governance processes. The most effective board management software updates documents simultaneously regardless of the device or platform the participants are using. This level of security allows the board’s materials to be accessible by all participants and viewed by all participants at any time.

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

Meeting invites & scheduling tools: Easily identify meeting dates and times using simple automation tools. Also, allow attendees to sign up for meetings online and provide reminders.

Agenda Builder Tools: Create dynamic, digital agendas for meetings with time limitations and person assignments. Some portals even embed documents for reference.

Task management: Ensure all board members have completed their work prior to the next meeting with a complete task manager. The most effective solutions will display all tasks on one central dashboard. Directors can confirm that they have read the meeting materials, approved the budget for a campaign or snapped photos of an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Offer group training sessions at different times and places. Also, think about reaching out to board members who have a lack of technology to schedule one-on-one sessions.

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