Whether they are working together in the same room or across continents, board members need to be sure they have the most up-to-date version of the documents. This is why a central, shared system of record is essential for meeting planning and governance processes. The most effective board management software will update documents simultaneously regardless of the device or platform is being utilized by participants. This level of security allows board materials to be accessible to everyone and viewed by all participants at any time.
When you are choosing a board portal Look for the following characteristics:
Tools to schedule and invite meetings: With the help of simple automated tools, you can quickly 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 have reference documents that are embedded within the pages.
Task management: Use a task manager to ensure that every board member is up-to date regarding their responsibilities prior to the next meeting. The Intralinks Data Rooms Software best way to organize all tasks on a single dashboard. This lets directors double check that they have read the meeting materials, approved the budget for a campaign, or taken pictures at an event.
Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Make it a point to offer group training sessions at different dates and locations. You should think about reaching out for board members with disabilities in technology to arrange 1:1 training sessions.