Board portal software can be an effective tool for helping companies improve their governance. However, with the multitude of vendors available, which do you choose? In demos with potential vendors there are some important questions how to run a board meeting to ask that will help you select the right software for your requirements.
How easy is it for members to use the platform? It doesn’t matter if it’s a basic, user-friendly interface or a more complex app, your board members’ experience is essential. Find features that will ensure that your directors can make use of the system without extensive training. Also, look at how easy it is for board administrators to add directors, upload documents and change license assignments.
Are there any features that will allow for effective data collection in meetings? Look for tools such as live chat or polling, Q&A and proposal feeds that enable participants to share ideas and offer feedback in real-time. This will ensure that everyone is fully engaged and that the board is able to make informed decisions during online meetings.
Is it easy to create and distribute meeting minutes? Look for features that permit you to design a meeting agenda and then generate an automatic draft of the minutes. This will eliminate the hassle of keeping track of multiple spreadsheets or word documents containing specific notes from every meeting.
Do you have features that enable directors to work between meetings? Look for task-managers who determine deadlines and responsibilities, so no one gets confused about who was required to finish the campaign budget, take pictures at a community event, or complete any other assignment.