Board portals are online tools that allow for the organization, recording and scheduling of meetings between the directors and management of an organization. They eliminate the necessity of physical books for the board, FedEx deliveries and endless emails by providing an all-in-one source of truth that can be accessed anytime, anywhere from any internet connected device.
They provide secure remote access for members, with features such as the synchronization of calendars agenda management, eSignatures and meeting minutes management. Board members can also use the system to edit and share documents, track actions items and make decisions. This allows them to focus their time on strategic debates rather than meetings for operational purposes. The more user-friendly, simple and easy to use the board portal is, the more likely your board is to adopt it. It’s also important to choose a provider that offers the option of a money-back guarantee.
It can be a challenge to choose the right provider for your business. Find a reliable company in the field of software that has high ratings and positive reviews from independent review websites. The most reliable providers will offer an opportunity to trial their software for free, allowing you to try out their software before committing to it.
Find a board portal advocate and ask them to help you with the transition. Plan training https://livingboardroom.com/are-nonprofit-boards-really-necessary/ sessions and distribute them to all board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. In the initial phase the champions of the portal for board members can also help with the technical aspects of using the system, such as creating folders and bookmarks as well as setting personal preferences.