When they’re working in the same room or across the globe board members must be confident that they have the most up-to-date version of the documents. A central, shared system is therefore crucial for meeting preparation and governance. The most effective software for managing board meetings updates documents simultaneously, no matter what device or platform your participants are using. With this level of security, board documents are accessible and commented on at any time by a variety of participants, ensuring the right information is readily available to make strategic decisions at all times.
When selecting a board portal solution, choose one that has these key features:
Meeting invites & scheduling tools: You can easily identify meeting dates and times with simple automation tools. Also, allow attendees to sign up for meetings online and send reminders.
Agenda Builder Tools Create dynamic, digital agendas for meetings with time limits and person assignments. Some portals include documents of reference embedded in the pages.
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 in one central dashboard. This allows directors to confirm that they have reviewed meeting materials, finalized the budget for a campaign, or taken pictures 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 a variety of times and locations, and think about reaching out to board members who are tech-challenged to arrange 1:1 training sessions.