How to Select Effective Board Portal Software

Board members must be confident they have the most up-to-date version of the documents, regardless of whether they are working in the same room as one another or on different continents. This is special info why a central shared system of record is vital for your meeting preparation and governance processes. The most effective software for managing board meetings updates documents simultaneously, no matter what device or platform that participants are using. With this level of security, documents for boards can be accessed and commented on at all times by a variety of people, ensuring the right information is available to make strategic decisions at all times.

When selecting a portal for your board be sure to look for the following qualities:

Tools to schedule and invite meetings: With the help of simple automation tools, you are able to quickly determine the dates and times for your meetings. Also, you can allow attendees to register for meetings online. You can also send out reminders.

Agenda Builder Tools Create digital, dynamic agendas for meetings with time limits and person assignments. Some portals have reference documents embedded in the pages.

Task management: Ensure all board members have completed their assignments prior to your next meeting by using a comprehensive task manager. The best solutions will display all assigned tasks in a centralized dashboard, allowing directors to confirm that they’ve gone through the meeting materials and finalized a budget for a forthcoming campaign or even taken pictures 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. Try to organize group training sessions in different places and times, and also consider individually reaching out for board members with disabilities in technology to schedule 1:1 training sessions.