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Agenda Builder

The simplest, most powerful agenda builder. Period.

Best Agenda Builder now with Active Agenda

Building an agenda is the first step in the board meeting process, a step which normally takes much longer than the meeting itself.

Our agenda builder is packed with features designed to reduce the effort of structuring and assembling meeting agendas.

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:

  • Create an agenda in minutes from a template and drag and drop multiple file formats into your agenda sections
  • Add voting requirements to multiple sections in the pack
  • Add documents for signing by selected meeting members
  • Send meeting invites when the meeting is published
  • Optionally, compile a board ready document with a full Table of Contents and hyperlinks.

More Info About BoardCloud Features

Use the navigation on the right to learn more about the functionality that BoardCloud has to simplify and speed-up each step in the process.

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

Building a Board Meeting Agenda

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.