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 recent version of documents. That’s why having a central shared system of record is essential to ensure that meetings are prepared and governance processes. The best board management software will update documents simultaneously, regardless of which device or platform is being used by the participants. With this degree of security, documents for boards can be accessed and commented on at all times by a variety of people, ensuring that the right information is readily available to make informed decisions my explanation at all times.

When choosing a board portal solution, you should look for one that has the following key characteristics:

Tools to schedule and invite meetings: With simple automation tools, you can easily determine the dates and times for your meetings. Additionally, you can allow participants to sign up for meetings online. You can also send out reminders.

Agenda builders tools Create dynamic fully digital agendas for meetings including designated time limits and people assignments. Some portals include reference documents that are embedded within the pages.

Task management: Ensure that all board members have completed their tasks prior to the next meeting with a comprehensive task management system. The most effective solutions will show all tasks assigned to them on an centralized dashboard, which allows directors to confirm that they’ve reviewed the meeting materials, finalized a budget for a forthcoming campaign or snapped photos at a volunteer event, for instance.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Make it a point to offer 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.