Build a living record of your board’s composition and performance so every transition starts informed, not from scratch. Tie Board Assessments, Diversity Reporting, Roles & Terms, and Skills Tracking into one view that shows how the board is evolving.
Carry context from one year to the next so new directors, chairs, and CEOs quickly see how the board got here. Use assessments, skills and diversity data, meeting history, and committee records together to tell one clear story about performance and fit.
Run structured board, committee, and CEO assessments on a regular rhythm so feedback turns into visible improvements, not forgotten surveys.
See your board’s makeup clearly so conversations about diversity start from facts, not hunches.
Map every director’s roles and terms in one view so expiring seats never catch the board by surprise.
Tag directors by expertise, industry, and committee service, then use those tags to shape recruitment, succession, and committee assignments
Run board, committee, and stakeholder surveys from the same platform that holds your books so insights feed directly into decisions with Surveys.
Give new directors, chairs, and CEOs a clear snapshot of how the board has evolved so they get up to speed in weeks, not years. Share assessments, composition trends, and key decisions in one place instead of handing over folders and hoping nothing important was missed.
Link roles, terms, and skills to strategy so succession planning moves from back-of-the-envelope notes to a repeatable process. See upcoming gaps early, align recruitment with long-term goals, and keep the nominating committee working from shared facts.
Bring past assessments, composition decisions, and outcomes into current agendas so the board does not re-litigate old debates. Use AI assistance, document history, and meeting analytics to surface that context on demand instead of relying on memory.
“I recognize my own limitations of how long I plan to be board chair. I want to make sure I leave the board in a better spot than when I took it on. And the only way to get that continuity was board management software.”
Stephen Z.
Board Chair
Whether you are an administrator or a user it is easy to navigate. We had tried board meeting software in the past, and OnBoard exceeded our expectations. Even our most "non-tech" members can use the product with ease. The drop and drag feature to pull in documents and the ability to notify your board members of announcements or items for voting has made it easy to stay in touch.
Teresa C.
Senior Vice President/Chief Operations Officer
It is extremely easy to travel around within a board book...even while chatting. The clickability and integration with Zoom makes this software very efficient to use. Customer service and relationship management teams are very helpful and willing to provide additional education when needed.
Betsy P.
President, Non-Profit Organization Management
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Download our digital brochure and discover why OnBoard is the leading board management solution.
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An interactive comparison worksheet to have on-hand when considering board management software
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A comprehensive guide on selecting a Board Management vendor that will make your board happy and keep meetings focused on strategy.
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