Boards and Technology

With the impact of the COVID-19 pandemic, many nonprofit boards have continued to meet virtually.  Whether your organization was forced to utilize technology or have been taking advantage of remote meetings well before the pandemic, virtual meetings are just one way that your board can benefit from technology.

Virtual Meetings

Your board consists of volunteers that  have busy work and life schedules.   Work travel, family responsibilities and other obligations may make it difficult for even a short meeting.  Allowing board members to meet virtually allows them to save precious travel time and the ability to participate in meetings from anywhere.  There are many programs available that provide for virtual meetings (i.e. Zoom, Microsoft Teams, GoToMeeting) that allow participants to both see and hear other attendees.  While virtual meetings may not replace the feel of an in-person meeting, participants are able to share documents on their screens and engage in meaningful discussion through these tools.  The option of virtual meetings may be the difference between a busy potential board member agreeing to serve on your board or not.

*Some states and bylaws limit the use of electronic meetings and what actions can be taken electronically.  Be sure to review these policies for your organization. 

Electronic Documents

Most nonprofits provide each board member with a board binder that includes a copy of the bylaws and articles, board responsibilities and other policies and procedures of the organization.  Providing this information electronically, not only saves on paper and copying costs, but allows information to be updated easier, allows easier searching for specific records, and saves space.  Many organizations utilize a restricted board portal through their website where this information is saved.  This allows everyone to have easy access to the most up to date information.  Organizations should also include meeting information (agenda, prior meeting minutes, committee reports, etc.) on the portal so that members can have easy access during meetings. 

Social Media

Nearly every nonprofit organization has a social media account, whether it be LinkedIn, Facebook, Instagram or Twitter.  Nonprofits use social media every day to raise awareness for their cause and engage support.  All of your board members should be encouraged to follow your organization’s social media platforms so that they are aware of the organization’s activities and what is being shared publicly.  Board members should also engage with the organization's social meda and share content with their network.  This is one easy way to spread the word of the organization’s initiatives. 

Posted by: Carrie Minnich, CPA