Board members should be confident they have the most up-to-date version of documents, regardless of whether they’re working in the same space as one another or on different continents. That’s why a central, shared system of record is essential for meeting planning and governance processes. The most effective board management software can update documents in real-time, no matter what device or platform that participants are using. With this level of security, board materials can be reviewed and accessed on at any time by a variety, ensuring that the right information is readily available to make strategic decisions at all times.
When choosing a board portal, look for the following features:
Meeting invites and scheduling tools: Quickly determine meeting dates and times using simple automated tools. Also, let attendees sign up for meetings online and send reminders.
Agenda Builder Tools: Create dynamic, digital meeting agendas with time limits and OnBoard Software person assignments. Some portals include references that are embedded into the pages.
Task management Utilize a task-management system to ensure that each board member is current on their responsibilities prior to your next meeting. The best way to organize all tasks on one central dashboard. Directors can make sure they’ve completed meeting materials, drafted 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. Offer group training sessions at different times and places. Also, think about reaching out to board members who are not tech-savvy to arrange one-on-one sessions.