Looking for a tool that can help you lead more productive board meetings?
If you’re currently in the market for board reporting software, think carefully about your needs before making a choice. Some tools—like file-sharing solutions, virtual meeting platforms, and agenda and meeting management software—were developed to support specific, meeting-related needs. These can be helpful, but keep in mind that their usefulness may be limited.
Other tools were designed for strategy management and reporting. ClearPoint, for example, is an integrated strategy reporting system that both houses your strategic data and handles all the tasks associated with board meetings—in other words, it’s an all-in-one solution that support execution at every level.
To help you get more out of your board meetings, first review the best practices below. Then take a look at our roundup of some of the best board management software options available for every need to see which one might be right for you.
Board meetings should be all about strategy, but they can easily run off the rails and turn into a giant waste of time. As a meeting organizer, you have the power to keep them focused and productive. Here’s what you need to know to get the job done right:
Only a few discussion items are necessary for attendees to understand performance and make strategic decisions. Board meetings should cover:
Meeting times will vary based on the company’s stage of growth and its individual preferences. New companies should expect to have more meetings due to constantly changing business needs and more frequent challenges. For most organizations, a good cadence is once every quarter. (Annual meetings tend to get overloaded, and monthly meetings take up a lot of time unnecessarily.)
Note that there may be a need to hold additional meetings in case of emergencies; you can also change the cadence if circumstances change.
Here are some tips on how to prepare for the meeting, including how to develop a presentation that’s both informative and engaging:
- How high-level goals, metrics, and important projects align with one another
- A timeline of what is to come in the next period
- Visual trends in performance over time
If you’re serious about achieving your strategic goals, why not invest in a software tool that does more than simply facilitate board meetings and manage document sharing? As a hub for all your strategic data, ClearPoint delivers a more insightful view of your performance than typical board management tools, and helps you stay on track even outside of meetings.
ClearPoint puts you in a better position to successfully implement your strategy because:
And when meeting time comes around, ClearPoint’s automation features make report-building quick and easy. You can also conduct board meetings right within the software, take meeting notes, and capture action items, recommendations, and decisions.
Industries It Serves:
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Average G2 Rating: 4.6/5.0 stars (6 reviews)
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Average G2 Rating: 4.8/5 stars (150 reviews)
Top Features
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Average G2 Rating: 4.7/5.0 stars (303 reviews)
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Average G2 Rating: 4.3/5.0 stars (5 reviews)
Effective, consistent board meetings are vital to your organization’s future success; board reporting software plays a key role in making those meetings possible. When you find a tool that’s easy to use, fits with your reporting style, and supports excellent decision-making, you’ll know you’ve made the right choice.
If there’s anything we can do at ClearPoint to help clarify your needs or answer questions, please don’t hesitate to let us know!
RJ drives new business for ClearPoint, guiding prospective clients through the sales process.