Learn how a board management solution transforms the governance process from start to finish. With enhanced features to develop board agendas, minutes and other meeting management functions, you can prepare for meetings efficiently and quickly. Advanced search functions allow you to find and retrieve documents in seconds.

1. PSBA BoardDocs – Effective & Seamless
Board Meeting Management
Featuring Heather Masshardt, Policy Services, PSBA and
Andrew Klein, Upgrade Specialist, BoardDocs
March 8, 2018

2. Webinar Announcements
• Webinar will last 30-minutes
• Please mute all lines
• Please send your questions into the
Q&A box and we will address them at
the end
• Session will be recorded and shared
• Link to the recording and slides will be
emailed after the webinar

3. 3
Webinar Speakers
Heather Masshardt
Policy Consultant
PSBA
Dottie Schindlinger
VP of Governance/Technology
BoardDocs (A Diligent Company)
Andrew Klein
Upgrade Specialist
BoardDocs

4. 4
Overview of BoardDocs
•Advanced Board Management Solutions
•Create, manage and publish board related documents from any device
•Over 2,600 subscribers in municipal, schools and other board related fields
•Over 98% subscriber retention
•99.999% uptime – fast and reliable solution

5. 5
Overview of PSBA BoardDocs LT
• Agenda creation and management –
changes can be made instantaneously
• Policy – policies still available in
meeting management
• Minutes – Minutes control panel and
efficiency
• Search – including MetaSearch
• Video integration

6. 6
Overview of PSBA BoardDocs Pro
Includes all features and benefits listed in LT plus:
• Electronic workflow
• Robust minutes
• Voting
• Private annotations
• Library
• Strategic goal tracking

7. 12
Overview of BoardDocs Plus
• Unlimited Confidential Meeting
Bodies
• Separate Confidential Meetings
only for authenticated users
• Separate Document Managers
and Administrators
• Separate Voting Members and
Executive access for each group

8. 13
BoardDocs Customer Support
• 24/7 Customer Support
• In-person implementation and training for your entire Board and Leadership Teams
• Free virtual training anytime
“I would encourage anyone to switch to a full, electronic board management solution,
particularly BoardDocs. It’s extremely user-friendly, and the time and cost savings alone
are worth the upgrade!”
- Ann Naylor, Assistant to the Superintendent
Annville-Cleona School District, PA (Upgraded from PL to BoardDocs LT solution)

9. 14
Questions?
Heather Masshardt
Heather.Masshardt@psba.org
Andrew Klein
aklein@boarddocs.com
Dottie Schindlinger
dschindlinger@diligent.com