How to Select Effective Board Portal Software
No matter if they’re working in the same room or across continents, board members need to be sure that they have the most current version of documents. A central shared system is essential for meeting planning and governance. The best software for managing board meetings can update documents at the same time regardless of the device or platform is used by participants. This level of security allows board documents to be accessed by all participants and to be viewed and commented on at any time.
When choosing a board portal solution, search for one with the following key features:
Meeting invites and scheduling tools: Quickly determine the dates and times of meetings using simple automated tools. Additionally, you can allow participants to sign up for meetings online. You can also send out reminders.
Agenda builder tools create dynamic fully digital agendas for meetings with time limits, as well as people assignments. Some portals even have embedded reference documents.
Task management Utilize a task-management system to ensure that everyone on the board is up-to-date on their tasks before your next meeting. The most effective solutions will display all tasks in one central dashboard. Directors can double check that they have completed meeting materials, drafted the budget for a campaign, or taken photos at an event.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Group training sessions can be scheduled at different times and locations. Also, think about reaching out to board members who are not tech-savvy to arrange one-on-one sessions.