When they’re working in the same room or across continents board members must be certain that they have the latest version of documents. This is why a central shared system of records is crucial to ensure that meetings are prepared and governance processes. The most effective board management software is able to update documents continuously, no matter what device or platform your participants are using. This level of security allows board documents to be accessible to all participants and commented upon at any time.

When choosing a portal for board meetings be sure to look for the following qualities:

Tools to schedule and invite meetings: Using simple automation tools, you are able to easily determine the dates and times for your meetings. Also, let attendees sign up online for meetings and send reminders.

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

Task management: Make sure that all board members have completed their assignments ahead of your next meeting with an effective task manager. The best solutions display all tasks on one central dashboard. This lets directors confirm https://ceinturedesudation.fr/what-is-a-board-meeting-protocol/ that they have completed meeting materials, drafted 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. Conduct group training sessions at different times and locations. Also, think about reaching out to board members who aren’t tech-savvy to schedule 1:1 sessions.