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Guide for Administrators and Board Secretaries

A quick guide for new Administrators and Board Secretaries, covering the key resources to help you become a BoardPro expert.

Written by Levi

This guide is designed for anyone new to the Administrator or Board Secretary role in BoardPro.

The articles and videos below provide an overview of the key features and workflows you'll use to manage meetings and administer your organisation effectively.
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Manage Meeting Workflows

Managing your meeting workflow is key to running efficient board meetings. The following resources cover each stage of the meeting cycle:

  1. Meeting Cycle Overview (8 minute video)

  2. Overview of Meeting Stages

  3. Automate regular tasks in the Agenda

  4. Add late papers to the Published Agenda

  5. Distribute the Minutes for review

  6. Schedule Minutes to be confirmed

  7. Confirming Minutes

  8. Update the 'Meeting Administrator' of future meetings

Manage Your Organisation

Understanding how to manage your organisation will help you get the most out of BoardPro. The following articles are a good place to start:

  1. What is a committee?

  2. Align Internal Policy with Organisation Settings

Need More Help?

If you have any questions, browse the Help Centre or contact us via Live Chat at any time.

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