How to Select Effective Board Portal Software
No matter if they’re working in the same room or across the globe Board members need to be confident that they have the latest version of the documents. A central shared system is essential for meeting preparation and governance. The most effective software for managing board meetings can update documents in real-time, no matter what device or platform the participants are using. With this level of security, board materials are accessible and commented on at all times by a variety of people and ensure that the correct information is always available to make informed decisions at any time.
When choosing a board portal solution, you should look for one that has the following key features:
Meeting invites and scheduling tools: It is easy to determine the dates and times of meetings with simple automation tools. Additionally, you can allow attendees to sign up for meetings online. You can also send reminders.
Agenda builder tools Create dynamic agendas for meetings that are fully digital with time limits, as well as people assignments. Some portals even have embedded references documents.
Task management: Use a task manager to ensure that everyone on the board is up-to-date on their responsibilities prior to your next meeting. The best solution is to display all tasks in one central dashboard. This allows directors to verify that they have read the meeting materials, approved 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. Make it a point to offer group training sessions in various places and times, and you may also consider reaching out individually to board members who are tech-challenged to schedule training sessions in a 1:1 format.
