You can also create a board book from scratch if you choose and then give it a new title and a future date.įind your files and just drag and drop them into the electronic board book. You can simply copy the most recent board book and rename it. If your meetings tend to have similar formats and content, there's no need to create a new board book from scratch. Diligent Boards automatically converts documents into PDFs upon uploading, which is a huge time-saver. If you were to send out paper board books, these files would still be in various formats. You will likely receive the documents in various formats such as Excel, Word, PDF, JPEG and PowerPoint. Request files from the various departments, including marketing, finance, executive, IT and sales. The first step to building your board book is to organize your files. Your board needs an electronic board portal that automatically encrypts documents as you upload them and reformats them into the PDF format automatically before you send them to ensure that they're protected in storage and during transmittal.Ģ) What Are the Steps to Building Board Books Online? If you're using a non-secure board portal or time-consuming paper processes, you have a lot to worry about from a security perspective. Most board administrators spend somewhere between a few hours to a few days putting their board books together for a board meeting. 1) How to Build Board Meeting Books in Five Minutes For example, if it's taking more than five minutes to build your board books, Diligent Boards can help you streamline the process and provide you with several other helpful board portal shortcuts. A few tips and tricks will help you streamline board processes even more. A board portal is a necessity in today's fast-paced corporate world.įor existing board portal users, there may be features that you're not making the best use of. If there's a problem, board directors want assurance that they can get an answer to a question fast, so they can get to work again right away. A board portal allows board directors to work on board business anywhere in the world at any time of day or night while knowing that their board documents are secure and confidential. The key to efficient board management is to use all the tools that boards have at their disposal and use the time that they save to work on the complex, time-consuming issues that rightly demand their attention.Ī board portal is designed to automatically manage and streamline tasks that tend to eat up a board director's valuable time. Board directorship is a part-time position, but it's an important job that carries much weight. Shareholders, customers, managers, employees, regulatory bodies and legislators are watching their every move. They're acutely aware of how much is riding on their every decision. Board directors face many pressures inside and outside the boardroom.
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