Start fresh in 2023. Re-organize so your
community members can really engage!
All-in-one coordination platform for groups that exist over time
Save time. Lead better. Do more. From anywhere.
- Board of Directors
- Project Oversight Committees
- District/Regional Organizations
- Small Businesses
- Annual Meetings
- Executive Committees
- Planning Boards
- Project Teams
- Small Businesses
- Board of Directors
- Project Oversight Committees
- District/Regional Organizations
- Annual Meetings
- Executive Committees
- Planning Boards
- Project Teams
Communication:
Spend less time churning and more time connecting
Groupeasy’s All-in-one platform ensures that everyone has all the relevant information, when it is needed
- NEWSBOARD: any member can post announcements, ideas and attachments for the whole group. Everyone is on the same page without long email chains
- MESSAGES: communicate with individuals or the group, without "reply-all" chaos
- MEMBERS DIRECTORY: everyone know who is in the group and who may need an invitation
- PRIVACY: This is the group's private sandbox. No individual or group data is sold or shared. Period.
- MEMBER SETTINGS: each person chooses how they want to share their personal information
Coordination:
A better way to keep busy people focused
Scheduling and managing activities is seamless, and all members get notifications and updates
- CALENDAR: keeps up with the group schedule
- EVENTS: have sign-ups and reminders
- DOCUMENTS: Shared folders keep attachments, forms and fliers in one place-no more 'scatter'
- LISTS: track tasks, interests, assignments, signups and status
- GALLERIES: archive shared images and always know where last year's fliers are
- HYBRID MEETINGS: Perfect for use with video conferencing (Zoom, Web-ex, etc). Post the link in the EVENT or GROUP PAGE. All the material is right there.
Surveys:
Now everyone’s voice can be heard
Whether the group is making decisions or you are ‘reading the room’ to get ready for a discussion, everyone gets to have their say
- SURVEY: Options are robust enough to get the job done without complexity and huge amounts of training
- Reminders can be set in each SURVEY
- SURVEYS can be designed to allow the group to see the results as they are coming in
- Once a SURVEY is published, it is locked and cannot be modified unless it is unpublished
- SURVEYS allow everyone to have a voice, whether they make it to the meeting or not.
Manage all your Groups in one place
You have the ability to see across all of your groups, teams, committees…
- MANAGE MEMBERSHIP: know who's in and who's not
- MONITOR ACTIVITY: group and individual members
- MONITOR: group content with admin rights
- CUSTOMIZE: each group's privacy settings
- CUSTOMIZE: social network integration
- PRIVATE FOLDERS: Allow confidential info to be kept private
- PROMOTE: Use the Group Page to share info about your group
- Use consolidated views to manage multiple groups
Start a New Group…
effective Board of Directors
1. Identify participants and verify commitment
2. Understand the organization’s by-laws, charter, legal requirements etc.
3. Determine frequency / schedule of meetings that work for members (and required – see #2)
4. Send a Meeting Notice for the initial meeting including date / time, major topics and docs
5. Plan the initial meeting
♦ Is the meeting in-person, virtual, or a hybrid of both
♦ Outline basic yearly calendar that aligns with by-laws, charter, legal requirements etc.
♦ Outline how the board with be run (in accordance with #2)
• Roles and responsibilities of board
• timing of document distribution and approvals
• method of decision making (simple majority, 2/3 majority, polling, show of hands, etc)
• Rules of Engagement (Robert’s Rules of Order, approvals, action items, absences, proxy voting etc)
♦ Identify / Find all relevant documents
♦ Is the meeting in-person, virtual, or a hybrid of both
♦ Outline basic yearly calendar that aligns with by-laws, charter, legal requirements etc.
♦ Outline how the board with be run (in accordance with #2)
• Roles and responsibilities of board
• timing of document distribution and approvals
• method of decision making (simple majority, 2/3 majority, polling, show of hands, etc)
• Rules of Engagement (Robert’s Rules of Order, approvals, action items, absences, proxy voting etc)
♦ Identify / Find all relevant documents
6. Create and distribute the Agenda packet
♦ Create an agenda that includes all topics
♦ Solicit feedback on agenda and adjust
♦ All items are assigned to someone and are time-bound
♦ Attach all relevant documents OR a location where they are available.
♦ Create an agenda that includes all topics
♦ Solicit feedback on agenda and adjust
♦ All items are assigned to someone and are time-bound
♦ Attach all relevant documents OR a location where they are available.
7. Conduct the meeting
♦ Stay on track; Consider the use of a parking lot
♦ Record attendees
♦ Record all decisions
♦ Record all Action Items, owner and due date
♦ Note due date for distribution of Minutes
♦ Agree on due date for all feedback and approvals of Minutes
♦ Stay on track; Consider the use of a parking lot
♦ Record attendees
♦ Record all decisions
♦ Record all Action Items, owner and due date
♦ Note due date for distribution of Minutes
♦ Agree on due date for all feedback and approvals of Minutes
8. Produce Minutes
♦ The importance of doing this well this cannot be over-stated
♦ Use a well organized template that captures data efficiently. (Writing paragraphs of narrative ensures they will not be used.)
♦ Should include all necessary documentation OR the location
♦ The importance of doing this well this cannot be over-stated
♦ Use a well organized template that captures data efficiently. (Writing paragraphs of narrative ensures they will not be used.)
♦ Should include all necessary documentation OR the location
9. Manage the Approval process
♦ Communicate effectively and according to the timeline
♦ Reiterate the need for feedback and incorporate it
♦ Send a reminder for approvals before the due date.
♦ Communicate effectively and according to the timeline
♦ Reiterate the need for feedback and incorporate it
♦ Send a reminder for approvals before the due date.
10. Get organized
♦ Centralize information
♦ Ensure members can easily communicate with one another
♦ Ask for help.
♦ Centralize information
♦ Ensure members can easily communicate with one another
♦ Ask for help.
Re-Group…
How to Invigorate an Existing Board!
1. Do an honest assessment:
♦ Is the overall organization achieving its purpose
♦ Is the organization growing/maturing
♦ Are your board members active and engaged
♦ Do board members communicate / collaborate outside meetings
♦ Are your board members bringing the level of strategy, oversight, expertise, resources, etc. necessary
♦ Is the overall organization achieving its purpose
♦ Is the organization growing/maturing
♦ Are your board members active and engaged
♦ Do board members communicate / collaborate outside meetings
♦ Are your board members bringing the level of strategy, oversight, expertise, resources, etc. necessary
2. Where are changes needed:
♦ Are board responsibilities falling to one or two members
♦ Do members struggle with information in multiple places
♦ Can members easily communicate with each other
♦ Is it easy to keep track of what is happening
♦ Are board responsibilities falling to one or two members
♦ Do members struggle with information in multiple places
♦ Can members easily communicate with each other
♦ Is it easy to keep track of what is happening
3. Consider the following:
♦ Centralize group information and scheduling
♦ Look at roles and responsibilities with fresh eyes
♦ How can the board spend less time on administrative tasks
♦ Simplify communication and collaboration (email is not the solution!)
♦ Centralize group information and scheduling
♦ Look at roles and responsibilities with fresh eyes
♦ How can the board spend less time on administrative tasks
♦ Simplify communication and collaboration (email is not the solution!)
4. Do a ‘Version 2.0’ event for the group
♦ Be truthful: Describe what you are seeing and feeling
♦ Ask how the group sees itself
♦ Propose some options
♦ Ask for feedback
♦ Ask for help
♦ Be truthful: Describe what you are seeing and feeling
♦ Ask how the group sees itself
♦ Propose some options
♦ Ask for feedback
♦ Ask for help
Empower Today and Position for the Future
Connect your boards and committees seamlessly on one platform.
Streamline communication for greater productivity.
Drive accountability and trust with transparency.
Save time. Lead better. Do more. From anywhere.