How to Select Effective Board Portal Software

Board members need to be sure they have the most recent version of documents, whether they are working in the same room as one another or on different continents. A central shared system is essential for meeting planning and for governing. The best board management software will update documents simultaneously regardless of the device or platform is being utilized by the participants. With this level of security, board materials can be accessed and commented on at all times by a variety of participants, ensuring the right information is always available to make strategic decisions at all times.

When selecting a portal for your board, look for the following characteristics:

Tools to schedule and invite meetings: With a few simple automation tools, you can easily determine the dates and times for your meetings. Additionally, you can permit attendees to register for meetings online. You can also send reminders.

Agenda Builder Tools: Create dynamic, digital meeting agendas with time limit and person assignments. Some portals have documents of reference embedded in the pages.

Task management Utilize a task-management system to ensure that each board member is current regarding their responsibilities prior to the next meeting. The most effective solution will display all tasks assigned to them on an centralized dashboard, which allows directors to verify that they have read the meeting materials, finalized a budget for a forthcoming campaign or even taken pictures at the event of volunteers, for example.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Hold group training sessions at various times and locations. Also, consider reaching out to board members who are not tech-savvy to schedule one-on-one sessions.

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