Training & Data Migration
Basic Training for Administrators (Included with Portal Purchase)
Included in your purchase of BoardEffect® is basic training for up to two administrators. We conduct the training remotely using online training tools. Our team also offers specialized training for your Board of Directors on how to use BoardEffect®most effectively. We can conduct the training remotely through online tools, or we can come into your boardroom to conduct a live session.
On-site Administrator Training
For an additional fee, BoardEffect's team of governance consultants are ready to help portal administrators ensure successful E-governance implementation for their boards of directors. Our optional On-Site Administrator Training is designed to take place over the course of one to two days, and can be provided for a group of up to ten administrators. The training service includes hands-on assistance with:
- Understanding and using all of BoardEffect's features, from both administrative and user perspectives
- Developing a "roll-out plan" to introduce BoardEffect to your board in discrete phases
- Organizing and uploading documents and other files to the Resource Library and Committee Workrooms
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Setting up your board's policy manual
Data Migration Services
As an add-on service, we will work with you to upload and organize your organization's data from existing sources into the BoardEffect portal. Data migration can include moving information from:
- Contact databases and mailing lists
- Files stored on network/local drives
- Web pages
- Spreadsheets and presentations
- Hard copy files, such as board manuals and policy documents
You simply send your information to us and we'll handle the rest. Your board can begin using BoardEffect® right away. Pricing is based on the number of hours required to migrate the data.
Training for Board Members and BoardEffect Users
Our consulting team is available to provide a professional introduction to BoardEffect and E-governance. In preparation for the presentation, we discuss your specific goals for using BoardEffect, and we customize the training to fit your board's needs. The session lasts from 30-90 minutes depending on your needs and goals. We offer a variety of training formats, including:
- On-site presentation at a board meeting to provide an orientation to BoardEffect for board members; board members watch the presentation on a projector or large screen at the front of the room (30-60 minutes).
- Hands-on training, on-site, with board members following along with the training on their own laptops (60-90 minutes).
- Training webinar, where board members can dial in from their own locations; webinars can be provided with or without hands-on practice (30-90 minutes).
We also offer consulting services through our highly qualified BoardEffect® trained consultants. Learn more about our consulting services here.
For more details and pricing, please use our contact form or contact us at 866.672.2666 or info@boardeffect.com.
