Board members must be certain they have the most up-to-date version of the documents, regardless of regardless of whether they’re working in the same room with each other or on different continents. This is why a central, shared system of record is vital for meeting planning and governance processes. The most effective board management software is able to update documents continuously, no matter what device or platform your participants are using. This level of security allows board materials to be accessible to all participants and be discussed at any time.
When selecting a board portal solution, look for one with the following key board of directs management software characteristics:
Tools for scheduling and inviting meetings: With a few simple automation tools, you can quickly determine the dates and times of your meetings. Also, you can allow attendees to register for meetings online. You can also send reminders.
Agenda builders tools create dynamic, fully digital meeting agendas including time limits and people assignments. Some portals have references that are embedded into the pages.
Task management Utilize a task-management system to ensure that all board members are up-to-date regarding their responsibilities prior to the next meeting. The best solutions will display all tasks assigned on a centralized dashboard, allowing directors to ensure that they’ve looked over the meeting material and have finalized the budget for a upcoming campaign or even captured photos of an event for volunteers, as an instance.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Aim to hold group training sessions at various locations and times, and you may also consider reaching out individually to members of the board who are technologically challenged to schedule training sessions in a 1:1 format.