Whether they are working together in the same room or across the globe, board members need to be confident that they have the most up-to-date version of documents. This is why a central, shared system of record is vital for meeting preparation and governance processes. The best software for managing board meetings will automatically update the documents, regardless of which device or platform is used by the participants. With this level of security, board documents can be accessed and commented on at any time by a variety of participants making sure that the appropriate information is accessible to make strategic decisions at any time.
When choosing a board portal solution, look for one that has these key characteristics:
Meeting invites & scheduling tools: You can easily identify meeting dates and times with simple automated tools. You can also allow participants to sign up for meetings online. You can also send out reminders.
Agenda Builder OnBoard Software Review Tools Create digital, dynamic agendas for meetings with time limits and person assignments. Some portals offer reference documents embedded in the pages.
Task management Utilize a task manager to ensure that all board members are up-to-date regarding their responsibilities prior to the next meeting. The best solution is to display all tasks in one central dashboard. This lets directors double check 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. Hold group training sessions at different times and locations. Also, think about reaching out to board members who have a lack of technology to schedule one-on-one sessions.
