Sample Board Training Agenda Pinned

Jenni Washington
  • Edited

Below is an outline of the topics that can be reviewed during a 30-minute OnBoard board training session conducted by an OnBoard Implementation Consultant. 

Login and Password Recovery

  • How to download and install the app 
  • How to log in for both digital environments – using the app on a phone/tablet or the internet browser on a computer. 
  • iPad/Mobile App features (trust the device, offline viewing)  

Dashboard & Navigation Menu Overview 

  • Announcements
  • Quick view of upcoming meetings
  • Resources 


  • View and filter your upcoming and past meetings 
  • RSVP to an upcoming meeting, add to calendar 
  • Join a remote meeting 

Navigating the Meeting Book

  • Navigating through the agenda and meeting materials
  • Making annotations/taking notes to keep private or share
  • Personalizing your view 
  • Downloading and printing the board "book", individual documents, and the agenda

Accessing the Resource Library 

  • Searching documents
  • Making annotations/mark-up's
  • Downloading documents 


  • Notification types - email, in-app, push notifications
  • Your Profile - verify/update information, alternate email notification address

Help Resources

  • Use Cases
  • Guides and Videos
  • Tech Support - 24/7 at or (765) 535-1880, option 1 

Advanced Tools/Special Capabilities (Possible add-ons to training as needed, may not have some of these tools rolled out initially) 

  • Electronic voting on action items, participate in discussion forum 
  • Review and e-sign documents 
  • Polls, surveys and annual assessments 
  • Secure Messenger 
  • Task Management 



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