How to Select Effective Board Portal Software

Board members must be confident they have the most recent version of documents, whether they’re in the same space as each other or on different continents. That’s why a central, shared system of records is crucial for meeting planning and governance processes. The most effective software for managing board meetings is able to update documents continuously, no matter what device or platform your participants are using. This level of security allows the board’s materials to be accessed by all participants and be discussed at any time.

When choosing a portal for board meetings, look for the following qualities:

Meeting invites and scheduling tools: Quickly establish meeting dates and times by using simple automation tools. Additionally, you can allow attendees to sign-up for meetings online. You can also send reminders.

Agenda Builder Tools: Create digital agendas for meetings that are dynamic and interactive with time limit and person assignments. Some portals even have embedded reference my explanation ceinturedesudation.fr/boardpaq-software-review-2021/ documents.

Task management: Use a task manager to ensure that all board members are up-to-date on their tasks before your next meeting. The most effective solutions will display all tasks on one central dashboard. This lets directors confirm that they have reviewed meeting materials, finalized the budget for a campaign, or snapped photos of an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Aim to hold group training sessions at different locations and times, and think about reaching out to board members who are tech-challenged to arrange 1:1 training sessions.