This facilitator guide helps administrators deliver a clear and efficient 30-minute onboarding session for members, directors, and trustees using OnBoard. It focuses on the core tasks end users perform most frequently, including:
- Accessing Meetings
- Reviewing the Meeting Book
- Annotating materials
- Viewing Resources
- Using the Directory
By the end of this single, focused session, participants should feel confident and prepared to use OnBoard effectively.
Session Goal (Say This First – 30 seconds)
“In the next 30 minutes, you’ll learn how to sign in, find your meetings, prepare using the Meeting Book, take notes, and complete any actions assigned to you.”
Agenda & Timing
| Time | Topic |
| 0–3 min | What OnBoard Is & Logging In |
| 3-5 min | Homepage |
| 5–8 min | Meeting List |
| 8-10 min | Viewing the Meeting |
| 10–18 min | Open Book (Primary Focus) |
| 18–23 min | Annotations |
| 23-25 min | Resources |
| 25–27 min | Directory |
| 27–30 min | Help, Support & Wrap‑Up |
1. What OnBoard Is & Logging In
Key Message
Facilitator Talk Track
- Remind those who haven't activated their account to locate the invitation email from OnBoard.
- Email verification and password creation are required
- Review SSO or MFA options if utilized
- OnBoard works on web or OnBoard's free iOS or Android phone and tablet apps.
Callout
- Bookmark the login page (https://app.onboardmeetings.com) or install the mobile app
- “Forgot Password” handles lockouts and resets
Reference Article
2. Homepage
Key Message
The Homepage tells you what needs your attention right now.
Show Live
- Most recent meeting (next meeting or meeting in-progress)
- Additional upcoming meetings below
- Actions awaiting attention
- Announcements
Explain that everything is permission‑based, so users only see what’s relevant to them.
Reference Article
3. Meeting List
Key Message
The Meeting List serves as the official record of all meeting agendas and documents for past, current, and upcoming meetings.
- Open Meetings from the Navigation Menu
- Upcoming meetings appear above “Today” in bold text.
- Past meetings appear below in gray text.
- Select anywhere on a meeting tile to access the meeting information.
Callout
- Upcoming Meetings and Past Meetings will be on separate tabs on the phone and tablet apps.
Reference Article
4. Viewing the Meeting
Key Message
All meeting details are available in this view.
- Date/Time/Location
- Remote Meeting Details
- Agenda
- Meeting Materials (Open Book)
Callout
“If materials aren’t ready yet, you don’t need to check back. Meeting organizers will initiate emails from OnBoard when materials are available."
Reference Article
5. Meeting Book/Open Book (Core of the Session)
Key Message
The Meeting Book (accessible through Open Book) serves as the primary resource for preparing and reviewing meeting materials, and is where members, directors, and trustees are likely to spend the majority of their time.
Show Live (Do Not Rush)
- Select a meeting
- Click Open Book
Explain the Layout
- Left: Agenda
- Right: Compiled Meeting Book
- Purple icon = documents attached
- Supplemental Documents (Optional)
- Supplemental Documents = reference only, not part of the compiled book
Must‑Show Actions
- Selecting an agenda section will jump to the first document in that section.
- Collapse the agenda for more reading space
- Caret icon on web & panel icon on mobile.
- Scroll through the Meeting Book or use page numbers to move between pages
- Use Search to find content quickly by keyword
- Magnifying glass on web browser and search bar on mobile apps.
Reinforce
“This replaces emailing PDFs or flipping between files: everything is securely compiled for you.”
Optional (If Enabled)
- Show Help Me Prepare for agenda section summaries
- Mention document‑level summaries via the Intelligent Assistant (star icon)
Important Framing
“Summaries help you prepare faster — they don’t replace reading the materials.”
Reference Article
6. Annotations
Key Message
Show Live
- Switch from View mode to Annotate mode at top of page
- Web Browser - Annotation Tools at top of screen
- Mobile - Annotation tools at bottom right of the screen
- Review Annotation Tool Options
- Highlight Text
- Underline Text
- Free Hand
- Free Hand Highlighter
- Free Text
- Note Tool
- (Optional) Annotation Sharing
- If enabled, select an annotation and select the Share icon to share the annotation with other invitees of the meeting.
- Explain annotations are private by default and auto‑saved
Reference Articles
7. Resources
Key Message
Show Live
- Open Resources from Navigation Menu
- Access is permission-based, meaning they will only see folders and files relevant to them.
- Select folders and files to view them
- Users can download documents if downloads enabled.
Reference Article
8. Directory
Key Message
Show Live
- Select the Show More dropdown from the Navigation Menu
- Select Directory
- Select a member's image or name to view their profile information
- Update your own profile
- Use the Edit Details buttons to edit profile information
- Select the Settings tab to update Account Settings
- Email Address
- Password
- Multi-Factor Authentication
- Alternative Notification Addresses
Reference Article
9. Help, Support & Wrap-Up
Help & Learning
Show Help & Feedback:
Select Help & Feedback from the Navigation Menu for:
- Guided in‑app tutorials
- OnBoard Academy courses and certifications
- Help Center articles and videos
- Contact Support for technical help
Closing Script (Use This)
If you remember just two things:
- Start on the Homepage
- Use Open Book to prepare
Optional Admin Tips
- Pair this session with a real upcoming (or past) meeting for best retention
- Offer a recorded walkthrough for users who miss training
- Follow the training with the OnBoard 101 Video and End User Getting Started Guide
- Save advanced topics (Messenger, Tasks, and Actions) for follow‑up sessions
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