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Supporting strategic boardwork all year long

From budgeting to board evaluations, as your strategic initiatives unfold over the year, simplify and streamline processes so your board can focus on impact.

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Organizing your board’s year — one meeting at a time

The annual board meeting cycle is more than dates on a calendar — it's the foundation of effective governance. BoardEffect brings clarity, coordination and confidence to every step of the journey.

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Smarter survey tools for stronger boards

Easily run board evaluations and gather insights that drive better governance.

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Your board’s brain, always accessible

Keep strategic plans, policies, and procedures in one secure, offline-accessible handbook.

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Onboarding that sets the tone

Customize your resource library to welcome and equip new board members with ease.

Streamline every step of the meeting cycle

From scheduling to signatures, BoardEffect simplifies meetings with secure, integrated tools built for governance.

Streamline every step of the meeting cycle
Agenda builder 

Agenda builder 

Assemble, approve and distribute agendas quickly and easily with drag-and-drop features.

Video conferencing 

Video conferencing 

Hold virtual meetings within BoardEffect for secure, seamless collaboration. 

Secure digital workrooms

Secure digital workrooms

Collaborate on sensitive projects with permissioned users and trusted third parties.

Digital signatures & voting

Digital signatures & voting

Keep post-meeting momentum moving with built-in digital approvals and certified signatures. Compliant digital voting for quick results.

What our customers say

“Once we learned how wonderful the product was, I began to introduce it to other groups in the organization. Over the years, use has grown to include our medical staff committees, our Foundation Board, and many of our organization’s various committees.”

Debbi Beaver

Board Executive Assistant

Memorial Health System

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“We collect conflict-of-interest forms and conduct annual board surveys on BoardEffect. The results are used to fulfill mandatory training requirements from external parties and ensure our nonprofit legal compliance. The ability to create reports and track governance requirements is also a critical asset to our Head Start program; as a federally funded program, it has strict compliance obligations we have to adhere to, which we can now do easily.”

Susan Bovair

Executive Assistant to the CEO and Board Liaison

Starfish Family Services

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“It is easy to build a custom survey to obtain the responses to the precise questions you need to ask as opposed to using a predefined tool provided by an outside vendor. We get to implement in-depth annual surveys or pulse surveys on a particular topic. It has helped with board decisions and bringing forward common themes through the survey process of several boards.”

Liz Thompson

Executive Assistant to the President & Corporate Secretary and Corporate Compliance Officer

Presbyterian SeniorCare Network 

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Amp up your strategic boardwork today, talk to one of our specialists.

Governance transformation