Whether they are working together in the same room or across continents, board members need to be sure they have the latest version of the documents. A central shared system is essential for meeting planning and for governing. The most effective software for managing board meetings is able to update documents continuously, no matter what device or platform the participants are using. This level of security allows board materials to be accessed by all participants and to be viewed and commented on at any time.
When you are choosing a portal for board solution, you should look for one that includes the following essential features:
Meeting invites & scheduling tools: You can easily determine the dates and times of meetings with simple automated tools. Also, let attendees sign up online for meetings and send reminders.
Agenda builders tools create dynamic, fully digital meeting agendas including designated time limits and people assignments. Some portals even embed documents for reference.
Task management Utilize a task-management system to ensure that each board member is current on their tasks before your next meeting. The most effective solutions will show all tasks assigned on a centralized dashboard, allowing directors to double-check that they’ve read the meeting materials and finalized a budget for a campaign that’s coming up or even taken pictures at a volunteer event, for instance.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Try to organize group training sessions in various times and locations, and be sure to reach out to tech-challenged board members to schedule 1:1 training sessions.
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