We've spent a lot of time preparing for Board Meetings, and we're often asked how to make it more efficient. We've created this pathway to give you a standard process for each board meeting. You can customise the various Stages and Tasks and then set this as your standard My Template to make sure you follow the same process for each board meeting.
Some of our clients create a board meeting preparation process for specific types of board meetings such as business strategy, compliance and regulatory review or investment decisions.
You can even set up the tasks on a recurring basis so that once you have the calendar for the year, you can set up each Task with the relevant repeating process and Phundex will automatically send out reminders to your team to produce reports and prepare the various submissions required for the board meeting.
You may also save the final board papers as "Published View" and invite the board as members of the Team to view those papers for the board meeting.
