When they’re working in the same room or across continents board members must be confident that they have the latest version of documents. A central shared system is essential for meeting planning and for governing. The best board management software can update documents in real-time regardless of the device or platform participants are using. With this degree of security, board documents are accessible and commented on at any time by a variety of participants, ensuring the right information is accessible to make informed decisions at all times.
When selecting a board portal solution, you should look for one that has the following key characteristics:
Tools for scheduling and inviting meetings: With simple automated tools, you can easily determine the dates and times for your meetings. Additionally, you can allow attendees to sign up for meetings online. You can also send reminders.
Agenda Builder Tools Create digital agendas for meetings that are dynamic and interactive with time limits and individual assignments. Some portals even embed documents for reference.
Task management Utilize a task-management system to ensure that every board member is up-to date with their duties prior to your next meeting. The best solution is to display all tasks on one central dashboard. This lets directors confirm 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 locations. Also, think about reaching out to board members who are tech-challenged to arrange one-on-one sessions.