Board members should be confident they have the most up-to-date version of documents, regardless of whether they’re working in the same room with they are or on different continents. A central system that is shared is crucial for meeting preparation and governance. The most effective board management software will update documents simultaneously regardless of the device or platform is used by the participants. This level of security enables board materials to be accessible to everyone and be discussed at any time.

When selecting a board portal solution, look for one that has the following key characteristics:

Tools to schedule and invite meetings: With a few simple automated tools, you can quickly determine the dates and times for your meetings. Additionally, you can allow participants to sign up for meetings online. You can also send reminders.

Agenda Builder Tools Create dynamic, digital agendas for meetings with time limits and person assignments. Some portals have reference documents that are embedded within the pages.

Task management: Use a task manager to ensure that everyone on the board is up-to-date on their responsibilities prior to your next meeting. The most effective solutions will display all tasks on a single dashboard. This lets directors double check that they have read the meeting materials, approved the budget for a campaign, or taken photos at an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Group training sessions can be scheduled at different times and locations. Also, consider reaching out to board members who are tech-challenged to arrange 1:1 sessions.

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