Tailor your onboarding experience. Use custom fields and reporting to track key information during terms. Store and organize everything trustees need securely.
From bios to term limits, use BoardEffect to gather the unique data your board needs.
Track logins, attendance, and participation with customizable reports to spot trends and boost accountability.
Securely store and organize files in centralized libraries with flexible access — anytime, on any device.
Manage orientation with ease. Give existing directors the resources they need to be even more effective. Capture exit details and key information as trustees finish their terms.
Boost efficiency and engagement by easily collecting feedback during their term.
Set up and access secure workrooms and libraries, ideal for nominating committees and succession planning.
Provide your board members with the information that they need from orientation to exit time.
“BoardEffect makes it easy to keep documents current for new members to access. I can load up a narrated PPT using the Library and put all the necessary documents up for the new trustee to view. One new trustee said, ‘this was the best orientation I ever had.”
Liz Thompson
Executive Assistant to the President & Corporate Secretary and Corporate Compliance Officer
Presbyterian SeniorCare Network
"We have a library with all of our historical information, so if there are any questions, any board member can reference it. This also helps with onboarding new members and ensuring continuity in our processes."
Cindy Fornash
Administrator
McCoy College of Business Foundation
“A great deal of our board content is proprietary and thus should be protected as confidential. As board members come to the end of their term or resign, their access to documents can be easily controlled.”
Stan Harris
President and CEO
Louisiana Restaurant Association
