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Board Development

Many boards proceed through a 3-5 year board development and engagement cycle which typically spans about the length of a board member’s term. This ensures the board’s sustainability and continuity over time. BoardEffect helps strong boards easily manage recruitment and new board member nominations as well as onboarding new board members and continuing board education.

Ad Hoc Groups

Create and disassemble ad hoc groups whenever you need them. From executive searches to special event planning, the material is hosted on BoardEffect for as long as you need it.

Board Development: workroom settings
Annual Board Meeting: Collaboration Tools

Collaboration Tools

From surveys to polls to discussion groups, communication between board members is secure and easy using BoardEffect. Whether you use the discussion tool to gather feedback about changes to the consent agenda or the survey tool to assess the success of a fundraising event, collaboration tools help your board work more effectively.


Board Education

Continue your standards of ongoing board education utilizing the Resource Library as a repository for educational materials. It’s a critical element in the board development cycle.

Board Education
Board Development: board profiles


Use customizable fields in the Directory to create profiles of your board so you can see where your board is strong and identify the needs of incoming members.


Additional Benefits


Modern governance platform for administrators to streamline complex board management processes to meet their most immediate challenges while saving time and money.


Real-time communication and collaboration among members, administrators, and volunteers with complete access to the agenda, meeting minutes, board books, scheduling, approvals and archives — anywhere, anytime on any device.


Multi-layered defense to protect sensitive board information through our comprehensive security program coupled with our state-of-the-art dedicated SOC2 certified infrastructure.

“When looking for a board portal we reviewed several in the industry. BoardEffect met our functionality requirements equal to each of their competitors. Based on the function and price comparison BoardEffect was easily seen as the best solution. We have been pleased with our implementation and our ongoing support by BoardEffect. BoardEffect has a wide install base that gives them the experience to guide implementation decisions for best practice with their portal.”

Joyce Miller Evans

Vice President, Chief Information Officer, Ohio Presbyterian Retirement Services

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