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Editor's note: This article was updated in 2025.
Board of Directors meetings are an opportunity to review the performance of a company, strategize on projects, and plan for future expansion. As an administrative professional, Board of Directors meetings are an opportunity for you to shine and show your contributions to the company.
There are many reasons why you might be involved with an organization’s Board of Directors as an admin or executive assistant. You might be tasked with preparing for Board meetings, making the presentations, or compiling important data for others to present.
Read on for 10 helpful Board of Directors management and meeting tools to help you prepare for your next meeting.
The Board of Directors is a group of people that manage, govern, and oversee an organization. They focus on the larger goals and big-picture items within a company. Therefore, it is essential to know how to best interact with them in meetings.
The Board of Directors relies on the administrative staff as their eyes and ears on the company. As the backbone of organizations, admins have a read on the day-to-day functions and processes of the business, making them valuable strategic partners to the Board.
The Board of Directors rely on qualified and experienced administrative staff to keep them informed. It’s much easier to make well-informed decisions when you are receiving accurate and organized information. Therefore, keeping your Board of Directors suitably informed and up to date will help you to stand out and excel in your administrative role.
Board of Directors management tools are helpful in demonstrating company growth and strategic opportunities. These tools are also helpful for presenting expenses, illustrating organizational issues, and helping to shape the future of the business.
Here are 10 great board management and presentation tools to help you prepare for your next board meeting.
Zeck is a new board meeting software that "reimagines the way board decks, board prep, and board governance are approached." With Zeck, you can create a no-code website for your board, build decks with board meeting templates, and use Zeck AI for board updates and key takeaways.
Boardable is a board management platform built for non-profits. The system includes an agenda builder, document center, e-signatures, advanced reporting, and Boardable AI assistant.
Diligent is board mangement software that leverages smart AI tools to create meeting summaries and agendas, and integrates with Microsoft 365, DocuSign, and virtual meeting tools such as Zoom, WebEx, or Teams.
OnBoard is focused on reducing complexity to streamline governance for busy leaders and administrators. Security and simplicity are at the heart of their user-friendly design. They also offer a free trial period so you can test their user-friendliness and features.
BoardPro is a board management platform that optimizes workflows, building agendas and board packs "in a click," and itemizes important documentation. They offer a free trial as well, so you can try out their good governance features for yourself.
Convene is an innovative portal for agenda building, voting, document signing, scheduling, and much more. The dashboard provides an overview of all board responsibilities, so deadlines and meetings are visible to all.
The BoardWorks app allows for easy access to sensitive Board materials, review of various project workflows and progress, and approval of documents both on and offline.
BoardEffect specializes in supporting nonprofit organizations, higher education, and healthcare with organization analytics and insights. If your company falls into one of these categories, this may be a good application for you.
Smartsheet is a popular tool that is scalable and aligns remote teams globally. Though mostly used for project management, Smartsheet can also help to sync up, visualize, and improve board workflows.
ClickUp, another popular project management tool, allows you to collaborate cross-functionally and easily track project progress and goals with board members. Additionally, you can create interactive presentation materials with analyzed data and project statistics.
Some of the best ways to interact with your Board of Directors and assist your company are through organized presentations, accurate data, and clear communication. Here at ASAP, we offer a variety of tools and training on how to excel in front of your executives and management teams. Don’t miss your opportunity to shine in front of your Board, and let us help you prepare and present with confidence.
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