Board Portal Effectiveness Checklist

Board portals come with a wide variety of offerings, quirks, strengths — and weaknesses. This checklist is designed for any board of organisation that is considering a board portal for the first time, or looking to replace and outdated and/or overly expensive provider.

Explore what board meeting software should do, what it shouldn’t do, who it’s built to serve, why it’s important, and how to make the case that a board portal would serve your organisation well.

This checklist should remove any uncertainty in your organisation’s vetting process, aiming teams with the knowledge they need to make informed decisions about their board portal.