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Guide for the Administrator and Board Secretary

Quick handover guide for new Administrators and Board Secretaries covering key topics to becoming a Board'Pro'

Levi avatar
Written by Levi
Updated over 5 months ago

This quick guide will help anyone new to BoardPro the Administrator or Board Secretary role.

These articles and videos will provide you with a good understanding of key aspects of BoardPro including managing meeting workflows and how to manage your organisation effectively.
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Manage Meeting Workflows

Managing your meeting workflows is important for running successful board meetings. These articles cover key milestones at various stages of the meeting cycle:

  1. Meeting Cycle Overview

  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

It is essential to understand how to manage your organisation effectively. Here are some helpful links that will assist you:

  1. Navigating your personal dashboard the Home Page

  2. What is a committee?

  3. Added to another board or committee?

  4. Align Internal Policy with Organisation Settings

If you have any further questions, explore the Help Centre or feel free to reach out to us on Live Chat anytime. Good luck!

Suggested reading

General Administration of your Board/Committee Account

Live Online Training (Complimentary)

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