Refresh Your BoardBook User List

We often see big shifts during the summer months, making it a great time to manage your user list. Here are our top three suggestions:

1. Review your user list

Review who is - and who isn't - on your list of BoardBook users. Double-check that you’ve removed old users and check to see that your current users have logged in and have the correct permissions. Download the User Management Guide for help.

2. Welcome New Board Members

Many boards add new members in the summer or fall. Set them up for success with BoardBook by sharing our Board Member and Other Viewer Help page. It includes guides and video tutorials for using the BoardBook program. 

3. Train a New Employee or Backup Compiler

Is there a new hire tasked with compiling meeting materials in BoardBook Premier or someone filling in while you take a well-earned vacation? Get them started with our Basic Skills Training. Our trainers hosts a live virtual session about creating, editing, and publishing agendas in BoardBook Premier. 

New Feature: Postponing a Meeting

With this feature, when you need to postpone a meeting, the original meeting is cancelled, and a duplicate meeting is created. The meeting type, title, and agenda items are all retained. Download our guide that walks you through all the steps and join us on June 20 for this month’s Lunch & Learn on (Add to Calendar) this new feature.

From Setting to Succeeding: The Role of Goal Tracking in Board Governance

One often overlooked task that can help boards manage these competing responsibilities is goal tracking. Learn why tracking goals is essential for boards and how you can use goal-tracking tools and processes to enhance your governance and strategic decision-making.

Read the full article.

Upcoming Lunch and Learn Webinars

Once a month, join a BoardBook specialist for an in-depth exploration of a specific topic. See live walkthroughs of program tasks and ask questions about program features. Invitations with more details will be sent out the week prior to each workshop.

• June 20 – New Topic: Postponing a Meeting (Add to Calendar)
• July 18 – Minute Manager Tools (Add to Calendar)
• Aug. 15 – Working with Report Templates (Add to Calendar)

Additional Resources

Find the official BoardBook Premier Training and Support Resources page by clicking the ? icon and then selecting BoardBook Administration and Meeting Management Help from the dropdown menu. The page includes a collection of guides and video tutorials to help you get the most out of BoardBook Premier.

For additional questions, please contact support@boardbook.org or 888-587-2665.