Effective Board Portal Software for Nonprofits

Effective Board Portal Software

A board management system enables committees and boards to streamline meetings workflows, collaborate effectively with security-focused features in place, and align on strategic decisions. However, selecting the right system is a careful decision, particularly for nonprofits. Ask the vendor you are considering to tell you about their service and reputation, in addition to the user-friendliness. You should inquire whether they provide quick customer service, particularly when you have issues with the software after the initial training is complete. Also consider a vendor that has earned recognition from credible platforms like G2, Capterra, and Software Advice.

Board meetings should be productive and not stressful. Distributing all documents to directors in advance of the agenda for a board meeting is the best way to be sure they’re prepared. This allows them to prepare at their own pace and double-check that they’ve read all of the board books, memos, as well as other relevant documents. The ideal timing for distributing materials for meetings is Intralinks Data Rooms two to three days before the board meeting.

Modern tools for governance make it simple to organize meetings. With a click agenda items are converted into draft minutes of meetings and all relevant documents are linked for easy access. During the meeting, directors can vote on items as well as make amends to the agenda and add action items and deadlines. After the meeting, directors can continue to work on their projects – with reminders that automatically sync to their calendars and the ability to track their progress.

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