NSOE Prez.pdf

1. © All rights reserved.
®
Streamlining NSOE
Certification in the Cloud
Making Advisory Board Service &
Management Easy
Jeremy Ladyga
Nonprofit Board Tech Consultant
jladyga@onboardmeetings.com

2. OnBoard | ©2021Passageways, Inc.Confidential. Allrights reserved.
Today’s Goals:
2
Intro to OnBoard
Quick Review: NSOE
OnBoard’s DASHBOARD
Q&A
What’s Next?

3. Helping nonprofits simplify governance so
they can focus on their mission and
accelerate their impact
• Making board meetings simple,
secure, and effective
• Transforming nonprofit board
communication and collaboration
• Innovating every day to empower
modern boards
• Helping today’s leaders create a
better world
About OnBoard

4. Serving Smarter.
Not Harder.
Embracing Technology to Drive Governance

5. Technology Transforms Governance.

6. A single convenient & secure platform.

7. National Standards
of Excellence
Leveraging OnBoard’s Central Dashboard in Certification Efforts

8. National Standards of Excellence

9. What Comes Next?
Services & Training for IMD Advisory Board Success

10. 01
02
03
04
21
The OnBoard User Journey
1. Implementation
Get started on your board
intelligence journey. OnBoard
makes it easy to ensure your
board and committees have
everything needed for a
successful transition.
2. Adoption
Learn how to use all the
capabilities in the OnBoard
platform. Leverage a wide
variety of resources on the Help
Center or attend one of our
monthly training sessions.
3. Engagement
Join our community of users by
participating in educational
events to learn and share
governance best practices.
4. Advocate
As an advocate, you can
share your expertise,
participate in beta and
product feedback sessions.

11. Tailored Implementation
Step 1: Project Kickoff (February)
• Introductions
• Package Review
• Current Challenges
• Goals & Objectives
• Success Metrics
• ROI Measurement
• Training Cadence
• Feedback Cadence

12. Tailored Implementation
Step 2: Administrator Setup (February)
• Org Settings
• Invite Project Team
• User Permissions
• Build Meeting
• Tools Overview
• Add Resources
• Create Dashboard
• Testing/Reverse Demo
• Communicate Rollout
• Train Contributors

13. Tailored Implementation
Step 3: Board Setup & Director Training (March)
• Profile Setup
• Install App
• Vie Agenda
• View Board Book
• Using Annotations
• View Resources
• Using Actions
• Help Resources
• Adoption Plan
• Survey

14. Tailored Implementation
Step 4: Post-Launch (April)
• Meeting Review
• Admin Feedback
• Executive Feedback
• Board Feedback
• Success Metrics
• Misses/Opportunities
• ROI To-Date
• Phase II Tools
• Best Practices
• Implementation Survey

15. Customer Success
Bottom Line: You deserve a dedicated team that is committed
to your organization’s success and specializes in your industry
• 24/7 Support
• Regular Check-ins
• New Feature Training
• Product Updates
• Pre-Renewal Review
• Refresh Training
• OnBoard Academy!

16. Q&A