Effective Board Portal Software

A board management system allows committees and boards to streamline meeting workflows, work effectively with robust security features in place, and to focus on strategic decision-making. The choice of the right solution is essential, particularly for nonprofits. Ask the vendor you are considering to provide you with information about their services and reputation, as well as the ease of use. You’ll want to find out if they offer responsive customer support, especially when there’s a problem with the technology after the initial training has been completed. Look for vendors who have been recognized by respected platforms such as G2, Capterra and Software Advice.

Board of directors meetings should be productive and not stressful. Distributing all the materials to directors in advance of a board meeting’s agenda is the best way to be sure they’re prepared. This allows them to prepare at their own pace and double-check that they’ve viewed all of the board memos, books, and other pertinent documents. It is recommended to distribute meeting materials between two and three business days prior the board’s meeting.

With modern governance tools, preparing for meetings is simple and quick. By clicking, agenda items become draft minutes of meetings, and all relevant documents are linked to facilitate quick access. Directors can vote, change the agenda, and add deadlines and action items during the meeting. Directors can work on their assignments after the meeting. Reminders are Board Meeting Protocol automatically synchronized to their calendars, and they are able to track their progress.