Board Portal Release notes

Launch of the new annual plan module

We are excited to announce that our new annual plan module is now available! Set up all coming meetings and add key topics to provide a clear overview of the year as a whole. The key topics will also be visible in the meeting overview and meeting description for improved control and planning.

Here are some of the benefits of annual planning:

• Efficient decision-making. Ensuring key matters are included on the agenda that enables structured and efficient decision-making throughout the year.
• Realistic time management. Planning provides a more realistic view of what the board can address in a year with a given number of meetings.
• Shared priorities. Establishes a common acceptance and understanding among board members regarding priorities for upcoming meetings.
• Better preparation. A structured annual plan enables more time for both the chairman of the board and board members to prepare the agenda topics, resulting in more efficient meetings.
• Competence assessment. Based on agenda topics, the board administration can identify whether the board and administration have adequate expertise or if external support is advisable.

Reach out to your customer contact or our support team to add the annual plan to your portal or learn more here.