How to Select Effective Board Portal Software
Board members need to be sure they have the most up-to-date version of the documents, regardless of whether they’re in the same room as they are or on different continents. That’s why a central, shared system of record is essential for meeting preparation and governance processes. The best board management software is able to update documents continuously, no matter what device or platform the participants are using. With this level of security, board materials can be reviewed and accessed anytime by a variety, ensuring that the right information is always available to make informed decisions at any time.
When choosing a board portal solution, look for one that has these key features:
Tools for scheduling and inviting meetings: With a few simple automation tools, you can easily determine the dates and times of your meetings. Also, let attendees sign up for meetings online and send reminders.
Agenda Builder Tools Create digital agendas for meetings that are dynamic and interactive with time limits and person assignments. Some portals even embed documents of reference.
Task management: Ensure that all board members have completed their assignments prior to the next meeting by using an effective task manager. The best way to organize every task on one central dashboard. Directors can verify that they have reviewed meeting materials, finalized the budget for a campaign, or snapped photos of an event.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Try to organize group training sessions at various dates and locations. You should also consider individually reaching out to members of the board who are technologically challenged to schedule 1:1 training sessions.