Our board does not meet every month so minutes wait a long time for confirmation. It would be better if we could confirm minutes before the next meeting while everyone's memory is still fresh, such as through a Flying Minute.
PINNED
Flying Minutes appear in the Agenda/Board Pack
We like to review/recap the Flying Minutes that have taken place since the last meeting. Currently there is no way to easily include these in the Agenda/Board Pack, they only appear in the Minutes which are distributed after the meeting. It would ...
I pride myself on writing great minutes. However, some individuals within my clients don't read them. Never have, never will. It's just not their personality type. This is, obviously, not ideal for the business, or the Board Members who don't want...
Task Management is good... but clients want to use it for everything now!
Task management/accountability/action is one of the weakest areas for most businesses. As such, all my clients are loving the Action Items functionality in BoardPro. The WHAT, WHO and, most importantly, the WHEN and automatic email followups! Howe...
In terms of getting minutes from draft to ready for confirmation, I generally do the following
1. download and send via email to the CE (or print hardcopy and manually enter edits).
2. once CE edits are made, once again download and send to the ...
Have you considered building or integrating data room capability into BoardPro? So that organisations which will ultimately exit develop the discipline of building up documents and evidence that will be required during due diligence during the exi...
Formatting of reports ie. Agenda and minutes Potentially could there be a standard and compact version, with the compact having mover and seconder, approved on the same line... Tighter margins etc
It would be nice to be able to edit user titles or have a drop-down list of different versions (Member, Board Member, Council Member, Vestry Member, Committee Member etc).In our organisation, we need to change the term 'Board Member' to terms that...
Ability to edit Agenda header i.e. change "Guests" to "In attendance"
Our senior managers are in attendance at every meeting as opposed to being invited as a guest. It is our Chair's preference that they are listed as "In attendance" on the agenda.
When reports are tabled that require a 'mover' and 'seconder' it would be great to have this option in the 'Decision' Tab rather than just mentioning it in the note for that minute.
Option to CC the assistant when BoardPro email are sent out
It would be great to have an option where assistants can be copied on email sent out from BoardPro, with items such as meeting notices, board packs, actions, etc.
4