Streamline meeting administration with BoardMax 

Reduced time & costs time-costs

Reduce board management time and costs

Stop and think about the amount of time, effort and money your organization puts into board administrative tasks—such as building board packets, scheduling meetings and tracking RSVPs. BoardMax streamlines meeting, document and member management to free time for more strategic, mission-centric activities.

As an administrative assistant, have you experienced:

  • Difficulty collecting materials and handouts for board packets?
  • High printing and shipping costs to deliver board materials?
  • Lack of visibility into meeting RSVPs and attendance?
  • Last-minute changes to meeting agendas or materials?
  • Email requests from board members looking for specific resources? 

A board portal can help.

Meeting management meeting

Simplistic meeting management

Meeting management can be time-intensive. Simplify with automated calendar invites, reminders and RSVP tracking. Create meeting agendas and board packets in minutes, and eliminate the need to print documents.

With a centralized, digital location, board-related materials can be housed and accessed online. This makes collaboration and last-minute changes easy. Never have that disorganized, rushed feeling again!  

Member management member

Strengthen board member management

Board members are a critical aspect of your nonprofit’s success, yet ensuring each individual member is engaged can be difficult.  

BoardMax provides tools that allow you to track and report on board member meeting attendance, engagement and financial contributions. Assign members or committees tasks following each meeting to assure boards are working toward goals, and expectations are properly communicated. 

Document management document
 

Secure and centralize document management

Proper storage of board-related documents and information, such as board books, meeting minutes and agendas, is essential to keeping team members up-to-date and informed. Centralize information in a secured hub for easy access.

This significantly reduces time spent organizing, searching for and sharing board-related documents. It also eliminates one-off board member requests for information they misplaced or did not receive. Just use our advanced search functionality to filter your account and files by keyword, date range or category (e.g. meetings, roster, strategic plans, etc.). 

Centralized document storage also ensures compliance with IRS requirements via improved management of 990s, conflict of interest policies and procedures, and independent director requirements.

See how BoardMax can effectively reduce time needed to manage board administration, centralize information and track board member engagement.