What is a Board Portal?

A board portal is an online platform that securely stores all of your board’s information and documents. Non-profit boards can access agendas, notifications of meetings and digital board packs, as well as other board documents, on any device at any moment. Board members can sign or edit, as well as comment on documents electronically via the portal. This eliminates the need to physically signing anchor Role of ESG in Risk Management and can save valuable meeting time.

When comparing portals for board members you should consider the features that best meet your needs for governance. How easy is it for your company to install the software? Does it sync with your board’s calendar and do you have the ability to easily set up meetings? How do you prioritize actions and monitor the progress between meetings? These features, as well with a myriad of other features, can help board members prepare for and complete their duties efficiently.

A platform’s reliability is an important aspect to consider. Find a vendor who has a reputation in the industry and customer service that is responsive to any issues that may arise. Make sure the platform you choose is accessible on any device with an Internet connection.

The best boards portals provide central access to meeting materials, communications from other members, and organizational policies. This gives directors the context they need to talk about governance issues and lets them focus on those issues. It is important for board members to have access to their pre-prepared documents prior to the meeting and double-check they are on the right track with their responsibilities. This is made possible through a board portal that sends all the relevant information to the proper people at the appropriate time.

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