Board members must be certain they have the latest version of documents, whether they are working in the same room with the other or on separate continents. A central system that is shared is crucial for meeting preparation and for governing. The most effective board management software updates documents at the same time regardless of the device or platform that participants are using. With this level of security, the board's materials can be accessed and commented on at any time by a variety, ensuring the right information is always available to make informed decisions at all times.
When selecting a portal for your board be sure to look for the following characteristics:
Tools for scheduling and inviting meetings: With the help of simple automated tools, you can easily determine the dates and times of your meetings. Also, allow attendees to sign up online for meetings and send reminders.
Agenda builder tools Create dynamic agendas for meetings that are fully digital including time limits and people assignments. Some portals even include embedded references documents.
Task management: Use a task manager to ensure that each board member is current on their responsibilities prior to your next meeting. The most effective solutions will show all tasks assigned to them on a central dashboard, allowing directors to verify that they have read the meeting materials, finalized a budget for a campaign that's coming up or snapped photos at a volunteer event, for example.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Plan to host group training sessions at various times and locations, and be sure to reach out to board members who are tech-challenged to arrange 1:1 training sessions.