How to Select Effective Board Portal Software
If they’re working 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, shared system is therefore essential for meeting planning and governance. The most effective software for managing board meetings updates documents simultaneously regardless of the device or platform the participants are using. This level of security enables board materials to be accessed by all participants and viewed by all participants at any time.
When selecting a portal for your board Look for these features:
Tools for scheduling and inviting meetings: With a few simple automation tools, you are able to quickly determine the dates and times of your meetings. Also, you can allow attendees to sign-up for meetings online. You can also send out reminders.
Agenda Builder Tools Create digital agendas for meetings that are dynamic and interactive with time limits and individual assignments. Some portals even provide embedded references documents.
Task management: Use a task manager to ensure that all board members are up-to-date on their responsibilities prior to your next meeting. The best solution will display all tasks assigned on the form of a central dashboard. This will allow directors to verify that they have gone through the meeting materials and have finalized the budget for a campaign that’s coming up or even taken pictures at a volunteer event, for instance.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Aim to hold group training sessions in a variety of times and locations, and also consider individually reaching out to board members who are tech-challenged to schedule 1:1 training sessions.