Tools & templates

Board portals have gained wide adoption due to the flexibility and efficiency of organising board meetings online. However, despite many companies using using such solutions, iBabs’ State of Meeting Management survey found that only 60% of respondents felt they had enough time to prepare properly for meetings, highlighting a persistent challenge in achieving effective collaboration. Additionally, less than 50% of participants said their organisations adequately tracked action points. While many board portals offer modern designs, they can fall short in key areas of functionality. They often come with their hidden limitations. For instance, some platforms are overly complex, leading to...

A board portal is an essential tool for businesses today, streamlining the process of preparing and running meetings, as well as following up afterwards. However, not all board portals are built the same and your business might find that the platform you use might not be serving you as well as it should.   When you find the right meeting management tool for your business, it can improve collaboration, create transparency in your processes, add accountability to stakeholders, save time and effort for administrators, aid meeting preparation, facilitate better decisions and ensure they are brought to fruition. If your current portal...

There are many reasons why you might be disillusioned with your current board portal. It could be too costly, the support you receive might not be adequate, it might not be user friendly or you might be concerned about its security. Sometimes it is a combination of some or all of these factors. There are plenty of alternatives on the market, but it is easy to stick with an inferior product because the prospect of migrating your existing data to a new platform seems overwhelming. You may also have to seek out a solution that addresses the exact concerns you...

All businesses are continually searching for ways to save time and money while boosting efficiency and effectiveness. For many organisations, changing their board portal can help them achieve this.  However, the transition process itself, specifically data migration, can seem daunting. Ensuring a smooth transfer of critical documents, meeting records and compliance-related files is essential to maintaining business continuity and avoiding disruptions. A well-planned data migration process helps organisations: We understand the concerns that companies might have about migrating their data over to a new system, but as you can see from the list of benefits, it is worth it. Thankfully,...

Board meetings form the strategy of an organisation. This means that you have to have processes in place to record the meeting outcomes and action items accurately, manage the many administrative tasks and be able to facilitate the effectiveness of the board’s work. One of those processes is using templates to capture the important information generated by the meeting.  Having templates for the various record-keeping aspects of a board meeting helps you standardise your workflow, ensure all information is correct and be certain that you have met all your regulatory requirements too.  This board meeting templates kit provides a range...

An effective and engaged board of directors is essential for the strategic momentum of an organisation. However, nearly half of directors believe that at least one of their board should be replaced and almost a fifth (19%) feel that two or more board members are failing to meet their expectations.  Get the Board Meeting Template Kit Meeting agenda, annual plan, board resolution and more templates to use in your meetings Download now In these cases, and a range of other situations, the board must put into action procedures to find candidates that will add value to decision-making and, as a...

A board member agreement is an internal document that clarifies the obligations, roles and responsibilities of board members, as well as their rights and the company’s expectations of them. It also formalises the agreement of the director to abide by these requirements.  Why is a board member agreement important? The aim of this document is to encourage effective service across the board, maintain focus on the aims and objectives of the company and protect directors and the organisation in the event of any legal issues.  Having a robust board member agreement for each individual on the board is an important...

Webinar SummaryDavid Allen, author of Getting Things Done, provided valuable insights into improving productivity and organisation. Allen shared his GTD methodology, which focuses on capturing, clarifying, organising, reviewing and engaging with commitments and tasks. The webinar highlighted that the brain is not designed to hold an unlimited amount of information, necessitating the offloading of tasks and reminders into an external system.  By implementing this methodology, individuals can achieve a clearer and more focused mindset, leading to increased productivity and effectiveness in meetings and daily work.  Key highlights: This article takes readers through the key points covered in the webinar and...