December 2024 Newsletter
Happy Holidays!
Happy holidays from the BoardBook team! Thank you for another incredible year of your continued trust and support. We're honored to be part of your board’s journey. Here’s to a bright new year of success and impactful board work!
BoardBook’s offices will be closed from Dec. 23, 2024 - Jan. 1, 2025; however, we will be monitoring voicemail and email for any time-sensitive issues.
Share your feedback – Annual customer survey
Your feedback plays a crucial role in guiding our decisions on updates, upgrades, and additions to BoardBook Premier, as well as future content such as this newsletter, user guides, and our Lunch and Learn series. Take this year’s survey to share how well we are meeting your needs and areas we can improve.
Please keep an eye on your inbox for an email from Alchemer, the tool we use for the survey, during the second week of January. Thank you in advance!
BoardBook best practices: Backup compiler checklist
We recommend you have a colleague designated as backup in case of vacations, illnesses, or other unforeseen events. Know that your BoardBook is in good hands by having your backup compiler confidently take care of things in your absence.
Here are questions to ask to ensure that your backup compiler is prepared ahead of time:
- Have I set up a user as my backup?
- Is there a reason we may need more than one backup?
- Does my backup have all the required permissions?
- Does my backup have a good understanding of BoardBook Premier, or do they need to attend a training?
- Does my backup have the support contact information for BoardBook?
- Have they viewed the BoardBook Premier Training and Support Resources page?
- Does my backup know the process for completing minutes, agenda, public notice, etc.?
- Are there any files I have on my computer that they might need if I’m gone?
- Can my backup reach me if they have questions?
- Do they know they can call or email BoardBook support for help?
If you need help making sure your backup compiler is up-to-speed, give us a call at 888-587-2665.
Training Opportunities
BoardBook Premier Basic Skills Training: This is a three-hour training that will cover everything you need to get started with BoardBook Premier. This course is perfect for new and backup compilers.
BoardBook Premier Advanced Features Training: This course covers topics such as managing goals and documents in BoardBook Premier and the electronic voting feature. This course is perfect for seasoned compilers who are looking to get more out of BoardBook.
Upcoming Lunch and Learn Webinars
Once a month, join a BoardBook specialist for an in-depth exploration of a specific topic. See live walkthroughs of program tasks and ask questions about program features. Invitations with more details will be sent out the week prior to each workshop.
- Jan. 30, 2025 – Goals and Goal Management
- Feb. 13, 2025 – The Board Member Experience
- March 13, 2025 – Working with Report Templates