Key elements of the successful board portal meeting

In today’s world, we have technological solutions for almost every occasion, and we are eager to continue implementing them in our lives. If your board meeting is still using traditional methods of preparing and conducting a board meeting, that is definitely about to change, because, with the advent of board portals, your business will never be the same. However, in order for the implementation to be successful, you need some preparation. In this article, we’ll break down the basic elements you’ll need to have a successful whiteboard portal meeting.

Technological skills of your participants

Introducing new technology always makes people anxious and doubt their own abilities. What if they can’t handle the new way they work, what if it turns out to be too complicated? This is absolutely normal, it takes time to get used to innovation. Undoubtedly, there will be people in each group of participants whose skills are at a higher level than others, and they will begin to use the board portal more readily. For others, meanwhile, it will take some time to get used to. However, the technology and interface of the board portal are fairly easy and straightforward to understand, so it shouldn’t take you long to adapt. 

Use a truly appropriate board portal

There are deplorable cases where board teams decide to save money on a solution and buy the product that is more reasonably priced, or moreover, decide to build their own board portal on their own. In the end, this solution becomes a waste of time, effort, and money, as no member will want to use it because it is uncomfortable and does not meet their requirements. Then the question arises: how do you make sure that your choice of board portal meeting provider is the right one? You need to answer these questions for yourself:

  • What is your business needs a better solution?
  • What are you currently spending the most time on, and how can the online portal solve them?
  • What exactly does your ideal board portal need to meet?

The answers to these questions will be the basis for choosing a really useful tool that others will definitely use. You can find the best options for board portals here

Simplify your board process with a boardroom portal

Even with the fact that you’ve picked the right board solution, it won’t take you long to set up a process that’s as cohesive as a mechanical clock. Other participants will still neglect to use the portal, and do things the way they are used to until they learn how to use it really effectively.

For example, you can use the board portal to make meetings more profitable. If board members live far away from their usual meeting location, you can save significant amounts in transportation and lodging costs if you simply set up these meetings online. When you decide which meetings can be held remotely and which require in-person attendance, you’ll build a new way of doing business, with a new plan for deployment, training, and so on. In this way, you can slowly get the other participants used to the new solution.

Teach training for board members

When introducing something new into your routine, training is crucial. However, in order for it to be effective, it must also be lined up correctly. It is often the case that one session covers too much information that is not memorable and even more confusing. Before an in-depth study of portal features, conduct a general session and talk about the main purposes for using the solution.