When they’re working in the same room or across the globe, board members need to be confident that they have the most current version of documents. This is why a central shared system of record is vital for your meeting preparation and governance processes. The best board management software can update documents at the same time regardless of the device or platform is being used by participants. This level of security allows the board’s materials to be accessible to everyone and be discussed at any time.
When deciding on a board portal solution, choose one that has the following key characteristics:
Meeting invites and scheduling tools: You can easily determine meeting dates and times by using simple automated tools. Additionally, you can permit attendees to sign up for meetings online. You can also send out reminders.
Agenda builder tools can create dynamic, fully digital meeting agendas including designated time limits and people assignments. Some portals include documents of reference embedded in the pages.
Task management Utilize a task manager to ensure that all board members are up-to-date on their tasks before your next https://ceinturedesudation.fr/various-types-of-software-for-modernizing-working-routine/ meeting. The best solution will display the tasks assigned to them on the form of a central dashboard. This will allow directors to double-check that they’ve read the meeting materials, finalized a budget for an upcoming campaign or taken photos at an event that is a volunteer, for instance.
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, think about reaching out to board members who have a lack of technology to arrange 1:1 sessions.