What is a Board Portal?
A board portal is a secure online platform that holds all the board-related documents and information. Non-profit boards can access agendas, meeting notifications, and digital board packs along with other documents for the board on any device at any time. Board members can sign and edit on documents electronically through the portal. This eliminates the need for physical signing and also saves valuable meeting time.
When comparing portals for board members, it’s important to consider the features that will best meet your governance needs. For instance, how easy is it to use the software for your organization? Does it integrate with your board’s calendar and can you easily create meetings? How do you monitor progress and prioritize actions between meetings? These features, as well as many others assist board members in preparing and perform their tasks efficiently and effectively.
Another important factor to consider is the quality of the platform itself. Look for a vendor with a reputation in the industry and a customer service that is quick to any issues that may arise. Make sure that the platform you choose can be accessed on any device with an internet connection.
The best boards portals provide central access to all meeting materials, information from other members, and policies of the organization. This provides directors with the right context for discussion and allows them to concentrate on governance issues. It is crucial for board members to have access to their pre-prepared documents prior to meeting and to double-check that they are all in line in their duties. A well-functioning board portal helps in this by sending the correct information at the right time.
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