Board members need to be sure they have the most recent version of the documents, regardless of whether they are working in the same room as the other or on separate continents. This is why a central shared system of records is crucial for meeting preparation and governance processes. The best board management software can update documents at the same time, regardless of which device or platform is being utilized by participants. This level of security allows board materials to be accessed by all participants and to be viewed and commented on at any time.

When deciding on a board portal solution, look for one that has the following Board Portal Software key features:

Meeting invites & scheduling tools: Easily identify meeting dates and times using simple automation tools. Additionally, you can permit attendees to sign up for meetings online. You can also send out reminders.

Agenda Builder Tools: Create dynamic, digital meeting agendas with time limit and person assignments. Some portals even have embedded documents of reference.

Task management Use a task management system to ensure that each board member is current on their tasks before your next meeting. The best solution is to display all tasks on a single dashboard. This lets directors confirm that they have reviewed meeting materials, finalized the budget for a campaign, or taken photos at an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Aim to hold group training sessions at various places and times, and you may also consider reaching out individually to board members who are tech-challenged to arrange 1:1 training sessions.