A good agenda can make or break a board meeting. Our Agenda Builder helps you create board packages faster that ensure smooth, productive and successful board meetings.
Say goodbye to all that manual effort to prepare board packages. With Aprio’s Agenda Builder, create agenda templates and customize each agenda by adding topics and subtopics and uploading board documents in minutes.
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.
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Charline McKissick
Chief Human Resources Officer Canadian Scholarship Trust
Create well-structured agendas to run more productive board meetings. See how our user-friendly and time-saving Agenda Builder can benefit your board.
You can create a board meeting agenda using Aprio’s Agenda Builder in a few ways. You can create a template from scratch, including adding in topics, with optional time allocations and presenters. You can customize your agenda items in the desired order and also add links and upload documents. You can also start from an existing agenda, 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 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. 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 schedule.
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