14 Abr How to Select Effective Board Portal Software

If they’re working in the same room or across the globe board members must be certain that they have the most up-to-date version of documents. This is why a central, shared system of records is crucial for your meeting preparation and governance processes. The most effective board management Boardpaq software can update documents in real-time regardless of the device or platform participants are using. With this degree of security, the board’s materials can be reviewed and accessed on at all times by a variety of people making sure that the appropriate information is readily available to make informed decisions at all times.

When choosing a portal for board meetings be sure to look for the following qualities:

Tools for scheduling and inviting meetings: With a few simple automated tools, you can easily determine the dates and times of your meetings. Additionally, you can allow attendees to register for meetings online. You can also send reminders.

Agenda builders tools create dynamic, fully digital meeting agendas with specific time limits and people assignments. Some portals even provide embedded documents for reference.

Task management: Ensure that all board members have completed their assignments ahead of your next meeting with a comprehensive task manager. The most effective solutions will display every task on one central dashboard. This lets directors confirm 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. Group training sessions can be scheduled 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.