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Streamline your board cycle with BoardEffect  

BoardEffect ensures your meetings are well-organized and productive, your annual projects are tracked and managed seamlessly, and your board members are continuously growing and contributing at their highest potential

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Bring clarity, efficiency and security to every aspect of your board's work, all year long. 

BoardEffect ensures your meetings are well-organized and productive, your annual projects are tracked and managed seamlessly, and your board members are continuously growing and contributing at their highest potential.  

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Board meetings

Transform the way you manage your board meetings, making them seamless and efficient.

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Annual activities

Keep your board and organization focused and aligned across the year. 

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Ongoing board development

Maximise board performance, from onboarding new members to enhancing trustee skills.

Features Make board and governance work easier and faster

Board Meetings

Effortless board meetings 

Preparing for meetings has never been simpler, and board members can access all necessary materials from any device. The result? More productive meetings, reduced administrative burdens and enhanced board engagement.  

Effortless board meetings 
Online board books

Online board books

Quickly and easily build digital board books, with the most up-to-date version shared to board members

AI board book summarization

AI board book summarization

Turn dense board books into clear, actionable insights with just one click. Secure, purpose-built AI breaks down complex content, so the board can focus on what really matters — making smart, strategic choices. 

Meeting minutes and action tracking

Meeting minutes and action tracking

Capture meeting details and automate updates, enabling real-time collaboration. AI tools produce polished minutes and track actions, while reporting features offer insights into attendance and discussions. 

Annual Activities

Manage year-round initiatives seamlessly 

From strategic planning to compliance requirements, BoardEffect offers a comprehensive suite of tools to keep all initiatives on track. The centralized dashboard provides a clear overview, ensuring timely task completion.  

Manage year-round initiatives seamlessly 
Committees and ad-hoc groups

Committees and ad-hoc groups

Create secure workrooms whenever you need them — for sensitive discussions, special event planning or other key initiatives.  

Digital signature approvals

Digital signature approvals

Enable decision-makers to review and approve mission-critical board documents and policies quickly and securely, with certified digital signatures. 

Task tracking and management

Task tracking and management

Track and manage tasks assigned to board members with reminders to help board members and executives stay on track.

Ongoing Board Development

Future-proof your board 

Easily manage recruitment, nominations, onboarding and board education to cultivate a high-performing board. Continuous board development is straightforward with BoardEffect’s tools for training, evaluation and engagement. 

Future-proof your board 
Build board member profiles

Build board member profiles

Easily identify skills gaps, plan board development and create succession plans

Surveys and polls

Surveys and polls

Take votes for decisions, assess conflicts of interest, solicit feedback on meetings or create board self-assessments. Templates allow you to reuse surveys and give you the flexibility to make any necessary updates or changes

Policy handbooks

Policy handbooks

Store all of your important board documents, such as the strategic plan, policies and procedures in one location that board members can always access – even when they are offline

What our customers say

It’s life-changing, I don’t even know how I would still be working here if I didn’t have some sort of platform to help ease this whole process.” - Carissa Burgett, Board Administrator and Assistant to the President and CEO, Pennsylvania Chamber of Business and Industry

Carissa Burgett

Board Administrator and Assistant to the President and CEO

Pennsylvania Chamber of Business and Industry

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BoardEffect has been a game-changer for us. Having everything in one place has made our board's work so much easier and more efficient."

Dani Glascock

System Director of Governance & Office of the General Counsel Operations

Hospital Sisters Health System

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