Board Meeting Agenda Software
A good agenda can make or break a board meeting. Our Agenda Builder helps you create board packages faster to ensure smooth, productive and successful board meetings.
Streamline agenda creation with easy-to-use templates
Say goodbye to manual meeting prep with Aprio’s Agenda Builder. Create customizable agenda templates and upload board documents in minutes. Easily track meeting attendees and manage meeting time for optimal productivity.
Streamline agenda creation and customization.
- Create an agenda template or upload your file directory to start your meeting outline
- Add topics and subtopics to easily customize your agenda
- Send out your agenda and notify attendees via email in one click
Upload any file type with Aprio’s Agenda Builder
Add any document to your board packages. From PDFs to Excel spreadsheets, our Agenda Builder makes it easy to upload and access all your board materials – regardless of file type.
Save time with full document compatibility.
- Upload documents in any file format - no need to convert to PDF files
- Control whether participants can download documents or only view
- Limit document access to specific groups or users
See a demo of Aprio’s Agenda Builder
Ready to see how our Agenda Builder can help you set clear meeting objectives and keep your team on the same page? Connect with one of our product specialists to get a personalized tour today.
Use Aprio’s Agenda Builder for recurring meetings
Whether you have weekly, monthly, or quarterly team meetings, Aprio’s Agenda Builder makes preparing for recurring meetings a breeze. Save time and ensure consistency with customizable agenda templates to use for your recurring meetings.
Streamline recurring meeting preparation.
- Create board meeting templates for each type of meeting
- Automatically populate agenda items and topics from prior meetings
- Establish streamlined agendas for all meeting types including AGMs
Stay on schedule with the Agenda Builder time management feature
Help board members stay on schedule during your board meeting with Aprio’s Agenda Builder time management feature. Set time allocations for each agenda item and assign presenters to keep sessions running smoothly.
Efficient time management for board meetings.
- Allocate specific time slots to agenda items for efficient time management
- Assign a presenter for each topic
- Foster focused and meaningful discussions with predefined time limits
Get same-time access to board materials with Aprio’s Agenda Builder Software
Give all meeting attendees same-time access to the meeting agenda and supporting board materials. With Aprio’s Agenda Builder, board administrators can easily send out agenda items and board updates to all board members in one click.
Information delivery that fosters collaboration.
- Easily distribute board materials and supporting documents to all board members
- Directors get instant notifications every time there’s an update
- Participants can annotate materials and print them for reference before the meeting starts
How structured agendas improve meeting focus and productivity
Meetings where every minute counts.
- Set clear expectations about discussion topics, time allocations, and decisions
- Keep attendees on the same page with full context for each topic close at hand
- Create an instant audit trail of discussions and decisions for future meetings
“I love the agenda templates!"
Charline McKissick
Chief Human Resources Officer Canadian Scholarship Trust
Create better board meeting agendas with Aprio's Meeting Agenda Software
Create well-structured agendas to run more productive board meetings. See how our user-friendly and time-saving Agenda Builder can benefit your board.
Agenda Builder Questions
Structured agendas are essential for effective board governance. When meeting objectives, outlines, and supporting materials are shared in advance, meeting attendees can prepare appropriately and contribute meaningfully.
By distinguishing between discussion items and information sharing, boards can focus their valuable time on matters that truly benefit from collaborative thinking and oversight.
You can create a board meeting agenda using Aprio’s Agenda Builder in a few ways. You can create a template from scratch, and add topics, links, and documents with optional time allocations and presenters. You can also start from an existing outline, or upload a file directory to save more time on creating your meeting agenda.
Once your agenda is completed, save and publish the agenda and email it to meeting participants and board members to access in the board portal. They can view, comment, and collaborate on the agenda items before the meeting. Updates can be made at any time, ensuring everyone has the latest version.
Absolutely! Aprio’s Agenda Builder offers the flexibility to create recurring meeting templates that automatically populate agenda items for future events or meetings. Start with the template but customize it as you need to for each meeting.
Aprio’s Agenda Builder allows you to allocate specific time slots to agenda items and assign presenters. Agendas that include assigned presenters and time slots can help your board stay on course.
The Agenda Builder is compatible with all file types, allowing you to upload documents in any format within the agenda. This saves board administrators time from having to create a PDF version of each document before uploading and ensures easy access to board materials for all board members.
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