Better board engagement

Board member management

Amplify the board’s impact on your organization. BoardMax Performance offers a suite of features that help board leadership and administrators manage active and prospective board members.

Access members’ skills, contributions and performance in a single view, and manage board details in real-time. BoardMax Performance makes it easy to manage your board’s greatest asset—its talent.

BoardMax Performance also has built-in tools that help your organization maintain compliance with IRS requirements, accreditation bodies, fiscal audits and board expectations.

Member profiles profiles

Comprehensive member profiles

With BoardMax Performance, you can quickly access the most current roster of board and committee members. Key member data, such as contact information, biographic details, skills and affiliations are detailed in board member profiles. Store conflicts of interest and demographics for compliance purposes.

You can also create a list of potential board members so you can act quickly when a board position opens.

Meeting & document management document
 

Meeting and document management

Like BoardMax Portal, BoardMax Performance provides centralized meeting and document management. Store board-related materials and compliance documentation (e.g. 990s, conflict of interest policies and independent director requirements) online for easy access and reference by board members and staff. Search within your account and files by keyword, date range or category to find information quickly. 

Reduce administrative time by building digital meeting agendas and packets, and automating meeting invitations, reminders and RSVPs.

Member management member

Individualized member management

Stop disengagement before it happens. Regular email digests to members provide basic information on meeting schedules, links to materials and assigned tasks. This helps eliminate missed deadlines and keeps board, committee and staff members on track. With BoardMax Performance profiles, record members’ skills and interests so you can match them with projects and committees that align with their strengths.

Performance data and reporting can inform committee participation, leadership decisions and management discussions. Automatic tracking and reporting of time, attendance, tasks and financial contributions help evaluate board members against expectations. Run reports at any time to instantly gauge overall and individual board performance.