How to Maximize the Success of Board Portals
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Board portals allow team members to access essential information and perform their tasks on any web-enabled mobile device. This accessibility allows for more efficient communication and better engagement. Board management software has become essential to good governance, with boards of directors being required to meet more frequently and handle more information than ever before. This has forced a shift away from manual processes and old products to modern, robust board portal solutions which facilitate the preparation of board members and storage of relevant documents and manage the flow of meetings.
It is essential to develop and implement a comprehensive plan for training to ensure maximum performance of your portal. Create a list of every board member and calculate their technical proficiency (tech skilled 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 are equipped with the tools needed to use the portal effectively and efficiently.
Modern board portals make meeting preparation by facilitating the management of agendas and minutes. By synchronising with all members’ calendars, board meetings are automatically scheduled and attendance can be easily recorded. With one click agenda items can be converted to draft minutes and circulated for approval. In addition, board members are able to continue their work between meetings by adding tasks and completing them within the portal.