Online Board Collaboration Tools

Research Board NeedsThe board, and staff, have expectations and needs on how we communicate. Interviewing or surveying stakeholders in their needs, would be ideal, and researching what is feasible. This also includes understanding the types of documents we need to store (minutes, budget, financial dashboard, administrative items, campaign documents, etc.) and when/how they are accessed.Research Potential SolutionsEvaluate the market from free and low cost options to higher end full service board management solutions. Help review the benefits of each option, compared to cost and look at best value solution for our organizational needs.Pilot or Beta TestCreate one, or two, test options to show board and staff. Explain the pros/cons to each program and how each solution can be implemented. Here would be the decision point for our board/staff to decide on amount we invest (time, capital, financial resources) in the solution.Start ImplementationDepending on project outcome and timeline, the group could help populate the system and create the base frame work for the system. Then we would work to continue to build the system out by including archive items, and making it more robust as the system grows.