Effective Board Portal Software

A board management system enables committees and boards to improve meeting workflows, collaborate confidently with security-focused features in place, and align on strategic decisions. Choosing the right solution is crucial, especially for nonprofits. Find out if the vendor you’re considering will tell you about their service and reputation, in addition to the ease of use. It is important to determine whether they offer prompt Boardpaq customer service, particularly in the event of any issues with the software after the initial training is completed. You should look for vendors that have been recognized by respected platforms such as G2, Capterra and Software Advice.

Board meetings should be productive and not stressful. Distributing all material to directors prior to a board meeting’s agenda is the best way to make sure they are prepared. This allows directors to prepare at their own pace and double-check that they’ve gone through all the board books documents, memos and other pertinent documents. It is recommended to distribute meeting materials at least two to three days prior to the board’s meeting.

Modern tools for governance help you organize meetings. With a single click agenda items are transformed into draft minutes of meetings and all relevant documents are linked to facilitate quick access. During the meeting, directors can decide on items, make changes to the agenda and add deadlines and action items. After the meeting, directors can continue working on their tasks – with reminders that automatically sync into their calendars as well as the ability to monitor their progress.