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A complete guide to successful hybrid board meetings

The COVID-19 pandemic has changed many things for organisations. When everything started, organisations had to transition to remote operations so they could follow strict social distancing guidelines put in place.

For board and committee members, it was impossible to put their conversations on hold because of the situation. It was vital to discuss initiatives and collaborate to come up with strategies that would allow the organisation to overcome adversity. That’s why they turned to virtual meetings and communications.

Today, things are not as rough and organisations are able to return to the office, which has given way to ‘hybrid meetings’. These allow board members to attend the meetings in person, while those with underlying health concerns can stay safe and attend remotely.

If you’re new to hybrid board meetings, you’ll be relieved to know you’re not alone. Many organisations are trying this alternative for the first time and they also need guidance. That’s exactly what we have to offer!

Based on our first-hand experience working with thousands of board members and administrators, we’ve put together this complete guide on how to set up successful hybrid meetings that organisations can use to bridge the distance between in-person and remote attendees.

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What Our Customers Say on G2

"We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! It's organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. All around amazing!"
Ericka P
Secretary, Small-Business (50 or fewer emp.)
"This is an excellent board tool. Mobility, no paper, ease of navigation, brilliant note options. The ability to quickly find previous papers and minutes is also very helpful for accountability."
Paul M
Chairman, Mid-Market (51-1000 emp.)
"BoardPro has proven itself indispensable. The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved."
Virginia C
Board Secretary, Mid-Market (51-1000 emp.)
Staying at the top of your professional game! In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with BoardPro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly.
Arieta D
Human Resource & Compliance, Small-Business (50 or fewer emp.)
Completely changed our board meetings! The software drastically improves organization of documents and communication before and after meetings. It gives us a central place for recording and reviewing minutes. We use the action items feature extensively, which automates everything so nothing slips through the cracks. The technical support is impressive.
Peter K
President, Mid-Market (51-1000 emp.)