Board Portal

Meeting Management:

• Create meetings quickly with agendas, documents, actions, and voting items

• Export meeting-ready agendas with club branding, presenters, participants and related documents
• Manage and track all aspects of voting, and poll any size group including all members

• Customizable meeting calendar

• Generate meeting minutes with one click including follow-up on individual assignments

• Committee-specific tools and resources

Secure Document Storage:

• Drag-and-drop, secure, customizable file management system houses board folders, bylaws, charters and other materials

• Powerful search engine locates your files by title or key words within the content

• Robust administrative controls support flexible sharing permissions

Track Objectives & Performance:

• Organize strategic, board & committee objectives in one centralized hub

• Features include timelines, progress tracking with automatic roll-up to higher-level goals and overview of task assignments

• Monitor projects for clear insight on workload, progress, and accomplishments

• Balanced Scorecard performance tracking covers member satisfaction, staff development, financial performance and operational goals

Board Dashboard & Reports:

• Balanced Scorecards

• Customizable, role-specific KPI templates

• Integrated organizational KPIs for real-time benchmarking of critical metrics (e.g., Net Promoter Score)

• Dynamic survey reporting