How to Select Effective Board Portal Software
If they’re working in the same room or across continents Board members need to be confident that they have the most up-to-date version of documents. A central system that is shared is essential for meeting preparation and for governing. The best software for managing board meetings will update documents simultaneously, regardless of which device or platform is utilized by the participants. With this level of security, board documents are accessible and commented anytime by a variety of participants, ensuring the right information is accessible to make informed decisions at all times.
When deciding on a board portal solution, search for one with the following key characteristics:
Meeting invites & scheduling tools: You can easily establish meeting dates and times with the help of simple automated tools. Also, you can allow attendees to sign up for meetings online. You can also send reminders.
Agenda builder tools can create dynamic, fully digital meeting agendas with time limits, as well as people assignments. Some portals have reference documents that are embedded within the pages.
Task management: Ensure that all board members have completed their tasks prior to the next meeting by using a comprehensive task management system. The best solution is to display every task on one central dashboard. Directors can make sure they’ve read the meeting materials, approved 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. Plan to host group training sessions at different places and times, and also consider individually reaching out to members of the board who are technologically challenged to schedule training sessions in a 1:1 format.
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