How to Select Effective Board Portal Software
If they’re working in the same room or across the globe, board members need to be sure that they have the most current version of the documents. This is why a central shared system of records is crucial for meeting preparation and governance processes. The best board management software will allow for continuous updates to documents regardless of the device or platform is utilized by the participants. With this level of security, board documents can be accessed and commented on at all times by a variety of people, ensuring the right information is available to make informed decisions at all times.
When you are choosing a board portal take note of these features:
Tools to schedule and invite meetings: With the help of simple automation tools, you are able to quickly determine the dates and times of your meetings. You can also allow participants to sign up for meetings online. You can also send out reminders.
Agenda builder tools create dynamic fully digital agendas for meetings including time limits and people assignments. Some portals have documents of reference embedded in the pages.
Task management: Make sure that all board members have completed their assignments prior to your next meeting by using a comprehensive task management system. The best solutions display all tasks in one central dashboard. This allows directors to verify that they have read the meeting materials, approved the budget for a campaign or even taken pictures at an event.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Offer group training sessions at different times and places. Also, consider reaching out to board members who have a lack of technology to schedule one-on-one sessions.
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