Make the Most of OnBoard Between Meetings

OnBoard is purpose-built for board governance and meeting management—but its power extends far beyond your quarterly or bi-annual meetings.

It’s easy for board members and leadership teams to lose momentum between meetings. Staying engaged with OnBoard year-round builds familiarity and enhances preparation, collaboration, and decision-making.

Here are some smart ways to use OnBoard between meetings—and we’d love to hear how you’re using it too!

Meetings

OnBoard isn’t just for formal board or committee meetings.

• Post agendas for ad-hoc meetings in your portal.
• Use the Meeting Book builder to combine documents into a single, downloadable PDF—even if there’s no meeting.
• Encourage members to review materials, make annotations, and share comments ahead of time from any device.

Announcements

Skip the buried emails. Use OnBoard Announcements to make key information easily accessible on your homepage.

• Fundraiser or event reminders
• Member updates or achievements
• Project or financial updates
• Enrollment projections
• Decisions from previous meetings

Messenger

Centralize discussions and protect sensitive conversations by making OnBoard your board's daily hub for collaboration. Using Messenger keeps communication secure, organized, and accessible.

Surveys

Polling by email is outdated.

Use Surveys to gather input, ideas, or feedback with ease:

• Solicit agenda topics
• Measure engagement
• Poll members on strategic initiatives

All responses are stored and exportable—no more email follow-ups.

Approvals

Do you need to conduct a quick vote between meetings, or free up meeting time when you have a packed agenda?

Approvals make it easy to conduct secure, trackable votes anytime—from a phone, tablet, or computer. Vote on approvals for loan transactions, amendments to your board's bylaws, or the adoption of an annual budget. 

Resources

Think beyond documentation. The Resource library is a dynamic space for:

• Hosting photos or YouTube videos
• Storing and organizing meeting minutes
• Collaborating securely with Microsoft 365 integration
• Creating editable folders for committees and working groups

Microsoft 365 Integration

Draft, edit, and finalize documents collaboratively—all within OnBoard, with Microsoft 365.

• Upload draft minutes or reports for secure review with tracked changes
• Edits documents securely within as you work towards finalizing your Meeting Book

Agenda Collaboration

Want input without giving editing rights?

Use Agenda Collaboration to invite feedback. Reviewers can comment on the agenda, reply to each other, and resolve suggestions—without altering the agenda or documents.

Your Turn:

How do you use OnBoard between meetings to stay productive and connected? Share your best practices and tips with the community!