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 as the other or on separate continents. That’s why a central, shared system of records is crucial for your meeting preparation and governance processes. The best software for managing board meetings can update documents at the same time regardless of the device or platform is used by the participants. This level of security allows the board’s materials to be accessible to all participants and viewed by all participants at any time.
When you are choosing a board portal, look for these features:
Meeting invites & scheduling tools: You can easily determine meeting dates and times using simple automation tools. Also, allow attendees to sign up online for meetings and send reminders.
Agenda Builder Tools: Create dynamic, digital agendas for meetings with time limits and individual assignments. Some portals even provide embedded reference documents.
Task management: Ensure that all board members have completed their work ahead of your next meeting by using a comprehensive task manager. The best solution is to display all tasks in one central dashboard. This allows directors to verify 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. Aim to hold group training sessions in various places and times, and also consider individually reaching out to tech-challenged board members to schedule training sessions in a 1:1 format.
