Intuitive and Flexible Board Management Platform

Click the board management cycles to learn more.

• Online Meeting Books deliver real-time access to agendas, board books, meeting minutes and more anywhere on any device.
• Schedule a meeting and instantly collect RSVPs to help optimize attendance for any upcoming board meeting or ad hoc event.
• Approve board meeting minutes, new members, and policies on the go, through a board portal.  Board members can use the task tool to set reminders and mark them complete when finished.
• Easily access meeting documents and minutes through the Library at any time on any device. 

• Surveys and Polls with customizable formatting allow administrators to solicit feedback, conduct board assessments, obtain preferences to help increase member participation in strategic updates or changes. 
• Store all your important board documents, such as the strategic plan, policies, and procedures in one location that board members can access anywhere anytime. 
• Streamline the process of onboarding a new board member by using BoardEffect to store all of the information he or she will need for effective board service. 

• Create and disassemble ad hoc groups whenever you need them. From executive searches to special event planning, the material is hosted on BoardEffect for as long as you need it. 
• Collaborate to effectively prepare, plan and communicate complex board management activities on the go.
• Continue your standards of ongoing board education utilizing the Resource Library as a repository for educational materials. 
• Use customizable fields in the Directory to capture important information unique to your board so you can see where your board is strong and identify the needs of incoming members.