No matter if they’re working in the same room or across the globe board members must be confident that they have the most current version of documents. A central shared system is essential for meeting preparation and for governing. The best software for managing board meetings will update documents simultaneously regardless of the device or platform is utilized by the participants. This level of security allows board documents to be accessible by all participants and be discussed at any time.
When choosing a board portal solution, look for one that has the following key features:
Tools to schedule and invite meetings: With the help of simple automation tools, you will be able to quickly determine the dates and times for your meetings. Additionally, you can permit attendees to register for meetings online. You can also send reminders.
Agenda builder tools: Create dynamic, fully digital meeting agendas with specific time limits and people assignments. Some portals provide reference documents embedded in the pages.
Task management Utilize a task manager to ensure that each board member is current with their duties prior to your next meeting. The best solution is to display all tasks on one central dashboard. This allows directors to verify that they have completed meeting materials, drafted 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. Offer group training sessions at different times and locations. Also, think about reaching out to board members who aren’t tech-savvy to schedule one-on-one sessions.
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