Agenda Builder

The Best Agenda Builder Available

Building an agenda is the first step in the board meeting process.

Our agenda builder is super-easy to use. A feat which has taken great time and effort to achieve. In fact, company secretaries can usually figure it out by themselves. And when necessary, training sessions are short and sweet, enabling meeting admins to build complex board packets in the shortest possible time.

The Active Agenda meeting surface, which enables collaborative meetings, can be worked on simultaneously by company secretaries and meeting administrators, working remotely to build an agenda. As they work independently the company chairman or CEO can monitor progress and offer interactive feedback. These shared activities dramatically shorten the traditional cycle of producing a board pack, sending it for C-suite approval, amending and resending.

Our Agenda Builder allows you to:

• Drag and drop file management

• Create board books from any number of PDF documents, Microsoft Word, EXCEL or PowerPoint documents

• Compile a board ready document with a full Table of Contents and hyperlinks

• Add voting requirements to multiple sections in the pack

• Add a custom, company branded cover page

• Publish the completed board pack and invite committees

More Info About BoardCloud Features

There is also a section about the creation of revisions, which are bound to occur no matter how thorough the preparation process. BoardCloud creates and names revisions sequentially, leaving a clear historical trail. Naturally, all committee members are notified of a revision release.

Below is a graphic depicting the agenda creation process.

The Agenda Build Process

Ahead of each board or committee meeting, documents destined for the meeting begin to flow into the office of the company secretary. In the past, these documents were stored in variety of places waiting to be assembled into a board pack before the meeting.

The constant flow of changes to already delivered documents as well as a stream of new documents needing to be added, added to the stress and time-consuming nature of the task.

With a board portal system like BoardCloud, documents can be added to a draft meeting agenda from the get-go. This allows for quick updates to new document versions or for the slotting-in of additional documents or material. The company secretary can also output draft versions of the packs to send to the committee chairman or the meeting convener for review.

Then once the new board packet is ready, it can be published and sent to committee members for review, well before for the scheduled meeting date.