How to Maximize the Success of Board Portals

Board portals allow team members to access crucial information and perform their duties from any internet-connected device. This level of accessibility facilitates a seamless communication and increased engagement. Board management software is becoming more and more crucial to ensure good governance since boards of directors are meeting more frequently and handling more information. This has resulted in a shift away from manual processes, outdated products, and to more modern and robust solutions for portals for boards that handle meeting-related workflows as well as facilitate preparation for board members and provide relevant documents.

To ensure the maximum success of your board portal, you need to devise and implement a comprehensive training strategy. Create a list of every board member and calculate their tech skill level (tech knowledgeable or average). 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. By scheduling these sessions, you can ensure that all of your board members have access to the tools they need to use the portal efficiently and effectively.

Modern board portals also facilitate meeting planning by facilitating agenda management and meeting minute management. Board meetings can be automatically scheduled by synchronising the calendars of all members. Attendance can be tracked easily. A single click converts agenda items into draft minutes, which are then distributed to be ratified. Board members can continue working between meetings by adding tasks and then completing them in the portal.

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