The webinar on March 8, 2018, featured speakers discussing PSBA BoardDocs, an advanced board management solution used for creating, managing, and publishing documents across various board-related fields. It highlighted features of different BoardDocs versions, including real-time agenda management, electronic workflows, and comprehensive support. Attendees were encouraged to transition to digital solutions for enhanced efficiency and user experience.

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