How to Maximize the Success of Board Portals

Board portals enable team members to access vital information and complete their tasks from any internet-connected device. This kind of accessibility enables an efficient communication process and enhanced engagement. Board management software has become important to good governance, with boards of directors meeting more frequently and handle more information than ever before. This has required a shift away of manual processes and older products to modern, robust board portal solutions that help board members prepare and management of documents and manage meeting-related workflow.

To ensure the maximum success of your board portal, you must to plan for and execute a comprehensive training plan. To begin, create a list of the board members, and then determine their tech skill levels (tech proficient moderate, average, or challenged). Using this data, reach out to your technology-challenged board members and schedule individual remote training sessions with your board portal vendor in advance of the board-wide rollout. The sessions will ensure that all of your board members have access to the tools needed to utilize the portal effectively and efficiently.

Modern board portals simplify meeting preparations by making it easier for management of agendas and minutes. Board meetings can be easily scheduled by synchronizing the calendars of all members. Attendance can be tracked easily. With a single click, agenda items can be converted to draft minutes and circulated for approval. Board members can also continue working between meetings by adding tasks and then completing them within the portal.

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