How to Select Effective Board Portal Software

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Whether they are working together in the same room or across the globe Board members need to be confident that they have the most current version of documents. That’s why a central, shared system of record is vital for your meeting preparation and governance processes. The best software for managing board meetings will allow for continuous updates to documents regardless of the device or platform is used by participants. This level of security allows board materials to be accessed by all participants and to be viewed and commented on at any time.

When choosing a portal for board meetings be sure to look for these features:

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

Agenda Builder Tools: Create digital, dynamic agendas for meetings with time limitations and person assignments. Some portals offer documents of reference embedded in the pages.

Task management: Make sure that all board members have completed their work ahead of your next meeting by using a complete task manager. The best solution is to display all tasks on one central dashboard. This lets directors double check that they have completed meeting materials, drafted the budget for a campaign or even taken pictures at an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Hold group training sessions at various times and locations. Also, consider reaching out to board members who aren’t tech-savvy to arrange 1:1 sessions.