Leveraging Skills Tracking for More Than Just Skills

OnBoard’s Skills Tracking is a powerful tool for identifying the strengths, expertise, and capabilities of your board members. But did you know it can track more than just traditional “skills”?

Whether you're optimizing board composition, preparing for succession, or ensuring regulatory compliance, this feature can help you centralize and visualize a wide variety of data points in one intuitive dashboard.

Below are some examples of what you can manage beyond skills and truly maximize the value of your board intelligence.

In what unique ways are you using Skills Tracking?

Committee Assignments

Map board members to the committees they serve on — Audit, Governance, Compensation, and beyond. This makes it easy to see coverage across roles, identify gaps, and plan rotations.

Branches, Regions & Locations

For organizations with a national or global footprint, easily track which branches, regions, or locations each board member is affiliated with. This is essential for ensuring geographical representation and diversity in perspective.

Additional Demographics

OnBoard’s Demographics and Diversity Reporting enables your organization to track key diversity metrics. However, your organization may require a more comprehensive view of your board's composition.

Use Skills Tracking to capture additional demographic and experiential data points, such as:

• Educational Background
• Industry Experience
• Marital Status
• Language Fluency
• Community Affiliations

By leveraging both tools together, your organization can go beyond regulatory requirements and showcase a meaningful, data-driven commitment to inclusive governance and more informed decision-making.

Form Tracking

Are you managing the Directors & Officers’ forms for your organization and need to know who has submitted a Conflict-of-Interest form or signed an NDA? You can adapt Skills Tracking to monitor form submission statuses — keeping everything in one place and making audit prep a breeze.

Pro Tip: Customize Your Categories

The real magic lies in customization. With OnBoard, you can define the skills—or any criteria—that matter most to your organization. Whether it's environmental expertise, cybersecurity readiness, or regional presence, you’re in full control.

Visualize the Big Picture

The Skills Matrix view doesn’t just make your data visible — it makes it actionable. With filters and reports, you can quickly answer critical questions like:

• Do we have adequate committee representation?
• Are we hitting our diversity benchmarks?
• Where are our geographical blind spots?

Skills Tracking isn’t just about tracking who knows what — it’s about knowing your board. Use it to tell a more complete story of your governance structure, empower better decision-making, and build a board ready for the future.

How to Get Started

If your current plan includes Skills Tracking, navigate to the Skills Tracking tab located at the top of your Directory to get started.

If your organization does not currently have OnBoard’s Skills Tracking, you can start a 7-day free trial from the Account Details section on the OnBoard's Homepage—or reach out to your Account Manager for more information.

To learn more about Skills Tracking review the Help Article & Video or enroll in the Course in OnBoard Academy.