How to Maximize the Success of Board Portals

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Board portals allow team members to access essential information and complete their tasks from any web-enabled device. This accessibility allows for seamless communication and improved engagement. Board management software has become crucial to good governance with boards of directors meeting more often and manage more information than ever before. This has led to a shift away from manual processes and legacy products to modern robust solutions for board portals that facilitate board member preparation, house relevant documents, and manage meetings-related workflow.

It is crucial to design and implement a comprehensive plan for training for maximum success of your portal. Create a list of every board member and identify their tech skills (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 your board members have access to the tools they require to use the portal efficiently and effectively.

Modern board portals facilitate meeting preparations by facilitating the management of agendas and minutes. By synchronizing with all board members calendars, board meetings can be automatically scheduled and attendance can be easily recorded. A single click converts agenda items into draft minutes, which are then circulated for approval. Additionally, board members are able to continue their work between meetings by adding and completing tasks within the portal.