Product Features
BoardEffect®
is a secure online portal that provides unique
tools and features for boards of directors.
Designed to facilitate good governance,
BoardEffect® includes the following
features:
-
Online Board
Books and Meeting Materials
-
Document
Storage and Information Sharing
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Shared
Calendar and Meeting Scheduling
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Board Contact
Directory
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Online
Discussions and Meetings Committee
Collaboration
-
Development
Dashboard
Board
Home
This
dashboard view provides a quick glance
of board activity. In the Board Home,
you can:
-
Create a customized “Welcome Message” for
your board members
-
Review your Task List, and create new tasks
for yourself and others
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Prepare for a Meeting by downloading an
online Board Briefing Book
-
Review the Board Manual – including your
organization’s by-laws, policies, and more
-
Send Email to board members, or to an entire
committee
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Respond to an RSVP request – to help
finalize a date for a meeting or event
-
Respond to a Poll, designed to get quick
feedback from board members on important
issues
-
Review and create News and Announcements
-
Participate in a conference call and share
documents using the Conference Call
Assistant
-
Participate in an online Discussion, or
start a new topic
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Committee Workroom
Each
committee has its own Committee Workroom
where members can share documents and
collaborate. You will have access to
the workrooms of each committee you
join. In the Committee Workroom, you
can:
-
Read the Committee Welcome Message which can
easily be customized by the Committee Chair
-
See a list of Recently Updated Files to the
committee workroom – automatically created
as files are added to the workroom
-
Review the list of Committee Events,
including meetings
-
See a list of Committee Members, and Email
one or all of them from within the committee
workroom
-
Participate in an online Committee
Discussion or Conference Call
-
Save documents to a private Committee-Only
Folder or share them in the Board-Wide
Folder
-
Create Tasks for the committee --- yourself,
or any individual committee member
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Development
The Development Dashboard offers board
members a snapshot of the income side of your
organization’s finances. The dashboard offers
the totals raised through donations,
grant funds, contracts, special events, and
earned revenue. The Development Dashboard also
allows board members to see the percentage of
the total goal reached, and to perform
year-to-year comparisons. Easy to update and
review, the dashboard provides motivation for
board members to help your organization reach
its fundraising goals.
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Directory
The
Directory is a quick and easy way to help
board members get to know one another and
network. With both an “At-a-Glance” view and a
“Full Profile” view, the Directory offers easy
access to contact information, biographies,
photos, and more.
The Directory is fully searchable,
including searches by keyword, committee, and
board role. Board members or a system
administrator can update profiles. A printable
version of the directory is available for those
who want the directory on paper. In addition, a
Board Summary Report that provides a quick
summary of your board's membership, including
the number of members, a committee breakdown,
and more is available.
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Calendar
The
Board Action Calendar
is fully searchable, and simple to use.
The calendar is color-coded
to help your board stay organized.
Dates for meetings and events listed in
BoardEffect® can be synchronized
with your personal calendar software.
In addition, any RSVPs that have been
finalized will automatically appear on
the calendar.
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Resource
Library
The
Resource Library offers convenient,
secure online storage for all of your
organization’s important documents. The
Resource Library is the perfect place to
store:
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Articles of Incorporation and
By-Laws
-
Board Meeting Minutes
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Print Collateral – brochures,
letterhead, etc.
-
Committee Documents
-
Evaluations – board performance
evaluations, performance appraisals
of the organization’s executive,
etc.
-
Mission & History documents
-
New Board Member Orientation
materials
-
Board Policies
-
Programs & Organizational Charts
-
Strategic Plans
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Website Links
To
help your board embrace best practices,
BoardEffect® includes the BoardSource® “The Nonprofit Policy
Sampler, 2nd Edition,”: a set
of sample policies and guidelines to
enhance your board’s effectiveness. As
you review and set policies, the Policy
Sampler will be at your fingertips to
offer guidance and examples that you can
use for inspiration or adapt for your
own use.
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Additional Features
BoardEffect® also offers:
-
An enlarge/reduce font feature –
allows you to adjust the size of the
type to your comfort level
-
Easy set-up and administration that
requires no technical knowledge
-
Access to Verve Internet Solutions’
HelpDesk – available online to help
you with any questions or issues
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