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How to Select Effective Board Portal Software

Whether they are working together in the same room or across continents, board members need to be certain that they have the most up-to-date version of documents. A central system that is shared is essential for meeting preparation and for governing. The most effective board management software updates documents simultaneously, no matter what device or platform the participants are using. This level of security allows board materials to be accessible to all participants and commented upon at any time.

When you are choosing a board portal Look for these features:

Tools Boardpaq to schedule and invite meetings: With simple automation tools, you can quickly determine the dates and times for your meetings. Also, let attendees sign up online for meetings and provide reminders.

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

Task management: Make sure that all board members have completed their tasks ahead of your next meeting with an effective task manager. The best solutions will display all tasks assigned on the form of a central dashboard. This will allow directors to double-check that they’ve reviewed the meeting materials or finalized a budget for an upcoming campaign or taken photos at an event that is a volunteer, for instance.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Group training sessions can be scheduled at various times and locations. Also, think about reaching out to board members who are tech-challenged to arrange one-on-one sessions.

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