How to Select Effective Board Portal Software

Whether they are working together in the same room or across continents, board members need to be confident that they have the most up-to-date version of the documents. A central system that is shared is vital for meeting preparation and for governing. The most effective board management software is able to update documents continuously regardless of the device or platform your participants are using. With this level of security, board documents can be reviewed and accessed anytime by a variety making sure that the appropriate information is readily available to make strategic decisions at any time.

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

Meeting invites and scheduling tools: You can easily determine meeting dates and times using simple automation tools. Also, let attendees sign up for meetings online and send reminders.

Agenda Builder Tools Create digital, dynamic agendas for meetings with time limit and person assignments. Some portals include references that are embedded into the pages.

Task management Utilize a task-management system to ensure that all board members are up-to-date with their duties prior to your next meeting. The best way to organize all tasks on a single dashboard. This allows directors to verify that they have reviewed meeting materials, finalized the budget for a campaign or taken photos at an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Aim to hold group training sessions at various dates and locations. You should be sure to reach out to board members who are tech-challenged to arrange 1:1 training sessions.

Share on facebook
Share on twitter
Share on linkedin