A board portal is an online platform that securely stores all of your board’s documents as well as information. Non-profit boards can access agendas, meeting notifications, and digital board packs and other documents for the board on any device at any time. Board members can sign and edit on documents via the portal. This eliminates the need to physically signing and saves valuable meeting time.
When you are comparing board portals it is essential to consider the features that will best meet your governance needs. How do you make it easy for your organization to set up the software? Does it sync with your board’s calendar and can you easily create meetings? What is the best way to track progress and prioritize action items between meetings? These tools, as other options, can assist board members in preparing for and perform their duties effectively.
Another crucial aspect to consider is the quality of the platform. You should look for a vendor who has an established reputation in the industry, and a customer service team that is able to respond to any concerns. Also, make sure the platform you select is accessible to any device that has an internet connection.
The most effective board portals provide central access to all meeting materials, communications from other members, and policies of the organization. This provides directors with the right context for discussions and allows them to focus on governance issues. It is crucial that board members have access to documents they created prior to the meeting to ensure they are on the right track. A well-functioning portal for board members allows this to be done by delivering relevant information at the right time.