Jenni Washington
Posts
Recent activity by Jenni Washington
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Meeting Best Practices to Encourage Adoption
Change can be hard, and new routines can make some board members uncomfortable. We want to help you encourage your board to adopt this new process, and maximize OnBoard’s impact on your organizatio...
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Quick Launch Options For an Accelerated Timeline
We hope your week is going great. If you have a meeting coming up in than two weeks, there's still time to introduce OnBoard.. Follow our prescribed path for each option. Option 1: Proceed with a f...
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eSignature Use Case: One Completed Document Per Signer
For documents such as board responsibility statements, code of conduct and ethics statements, and conflict of interest policies, you may need to have each member sign their own document that can be...
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Training Your Board: Meeting 1 Prep
Your first official meeting within OnBoard is coming up! We hope you’re feeling comfortable and confident that this will be a successful rollout. Take advantage of our email templates to communica...
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Welcome to OnBoard - Let's Get Started!
We are thrilled to have your organization join the OnBoard family! Service and support is our top priority for all our customers. Our Digital CSM Team is here to ensure you are receiving targeted h...
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Week 1: Your OnBoard Configuration (Overview & Initial Configuration)
You've made a great choice with OnBoard and deserve an intuitive platform that increases collaboration, improves board effectiveness and efficiency, and delivers secure and compliant communications...
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Week 2: Directory and Groups (Configuration Continued)
OnBoard wants to help you move faster and work smarter with capabilities designed to be simple to use. Before we dive into the really fun stuff, there are some additional setup items that are impor...
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Week 2: Please Review Your OnBoard Directory
We want to ensure the right users within your organization receive personalized updates from OnBoard that are relevant. Users who are assigned as an Admin or Creator for your organization will rece...
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Week 2 & 3: Resource Library Setup (Migrating Historical Meetings & Resources)
How often do you get asked for a copy of the meeting schedule, the past minutes, or some form? One of the most common challenges that organizations are looking to solve, is centralizing all board a...
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Week 3: Communicate Your Launch Strategy (The Importance of Change Communication)
Communication not only eases the process, but also generates a synergy that promotes a better understanding of what you and your team are working to achieve. It facilitates cooperation and helps to...
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