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Each organization has a unique protocol for board meetings. Some are strictly closed and require the members to be present in person; others may be open but move into confidential mode for sensitive discussions. Whatever the reason for your meetings, it’s crucial that you choose the right software for your board meetings to assist in your discussions.

There are a range of board portals that are available with their own tools and features. Some are designed to be more user-friendly while others excel in helping with organizational processes such as collaboration and management of documents. Choosing the right one for your requirements will depend on how it matches up with your current digital tech stack. Ideally, your board portal will be able to connect with the most common tools you use for marketing, CRM, sales, and HR.

A good board management program will also be robust and secure, making sure that your private conversations remain just that private. Additionally, it should include built-in features that encourage best practice, such as including health and safety discussion points on the agenda, or automatically inviting the approval of minutes from the previous meeting.

Once you’ve determined what your «must-have items are for an ideal board software, start narrowing down your options. Keep an eye out for companies that provide a free demo or trial to aid you in determining if their software is right for your organization.