No matter if they’re working in the same room or across the globe board members must be certain that they have the most current version of the documents. A central, shared system is therefore crucial for meeting preparation and for governing. The most effective board management software will allow for continuous updates to documents regardless of the device or platform is being used by the participants. This level of security allows board materials to be accessible by all participants and commented upon at any time.
When selecting a board portal solution, search for one with the following key characteristics:
Tools for scheduling and inviting meetings: With the help of simple automated tools, you can easily determine the dates and times for your meetings. Also, allow attendees to sign up for meetings online and send reminders.
Agenda Builder Tools Create digital, dynamic agendas for meetings with time limits and person assignments. Some portals even have embedded references documents.
Task management: Ensure that all board members have completed their tasks prior to your next meeting with a complete task manager. The best solution is to display all tasks on one central dashboard. This allows directors to double check that they have read the meeting materials, approved the budget for a campaign, or snapped photos of 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 locations and times, and also Intralinks Data Rooms consider individually reaching out to tech-challenged board members to schedule 1:1 training sessions.