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Meetings

Documents

Evaluations

Planning

Communications

Policies

SIMBLI BOARD MANAGEMENT SOFTWARE

Effective boards do more than just conduct meetings. They communicate regularly, plan strategically, manage board policy, and measure performance through ongoing evaluation. Simbli’s board management software includes a suite of integrated modules that help streamline all of these activities, helping boards maximize productivity and stay focused and aligned on the things that matter most.

Simbli is affordable, super easy to use, incredibly secure, and accessible on any device with an internet connection. It’s also fully compliant with the Americans with Disabilities Act (ADA), SOC certified, and viewable in a variety of languages.

Just a few of the reasons why our customers 🧡 us so much!

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MEETING MANAGEMENT

Manage all of your meetings—not just board meetings—in one, convenient location.

Provide the appropriate level of access for each user through custom user roles and permissions.

Create custom workflows for submitting and approving agenda items for specific meetings.

Search archived meetings and quickly sort by meeting type, date and more.

Easily create and deliver meeting minutes and record votes.

DOCUMENT MANAGEMENT

Upload, manage, and share all of the boards documents in a safe, secure location.

Upload virtually any file type, including Word, Excel, PowerPoint, PDF or graphics.

Create folders to classify and manage all of your board documents.

Set folder and file permissions for either public or private access.

Receive instant updates when files have been added or changed.

BOARD EVALUATIONS

Manage multiple types of evaluations, including board self-assessment, leader evaluations, organizational reviews and others.

Create your own, or use built in templates for board self-assessment, superintendent evaluations, and AdvancED™ District and School Accreditation.

Create action plans for improvement for each evaluation to more effectively drive change.

Load text, links, supporting documents, policies, or performance measures as evidence within an evaluation.

Review built-in reports and provide feedback and opportunities for improvement to all stakeholders.

STRATEGIC PLANNING

Manage all plan types including strategic, operational, technology, facilities and school improvement.

Align your plan with your meetings, policies and evaluations.

View, download and print your plans in a variety of formats including map, plan detail, data sheet or calendar view.

Filter plans by status, department, person responsible, due date and more.

Quickly search all of your reports to find exactly what you need.

Manage editing capabilities and access to private and public plans.

BOARD COMMUNICATIONS

Streamline communications with all stakeholders, creating separate channels for internal and public viewers.

Create public or private calendars, controlling visibility and administration rights via permissions.

Share updates, such as board or performance results, via public, private or news feeds.

Quickly access news items with date or keyword search.

Automatically post meeting agenda links to your calendar of choice.

POLICY MANAGEMENT

Manage your board policies, administrative regulations, procedures and exhibits—all in one place.

Create and manage multiple manual types including student or staff handbook, school safety manual, business continuity plan, financial or IT procedures manual, and many more.

Keep track of policy updates with easy access to archived versions of policies.

Link policies to evaluations, meeting agenda items, leader evaluations and your strategic plan.

Post draft policies for public review and provide stakeholders opportunity to comment prior to adoption.

MEETING MANAGEMENT

Piles of papers, multiple versions of meeting agendas, routing and collecting of agenda items from staff, and lots of wasted time. If this sounds familiar, Simbli’s paperless board meeting management software can help. Breeze through agenda preparation. Give easy, secure access to board materials. And feel confident that everything you do moves you closer to achieving your strategic goals. The result: more meaningful meetings and happier, more productive board members.

STRATEGIC PLANNING

Strategic planning means more than creating a document that just sits on the shelf. After you build it, you need to work it. Simbli’s Planning software allows for the development of multiple plan types and transforms static plans into helpful guides, showing board members and staff what to focus on, and how their work fits into the bigger picture. Manage. Measure. Communicate. And turn long-term plans into everyday action.

POLICY MANAGEMENT

Making sure your policies are up to date, in compliance and sent to the right people takes valuable time that most board members can’t spare. Get hours back in your day with Simbli’s Board Policy Management software—one place to manage, access and search your policies in multiple languages. Handbooks and manuals are fair game, too. So you can spend less time pushing papers, and more time celebrating wins.

BOARD EVALUATIONS

Better board performance starts with more effective evaluations and assessments. But knowing which type to use, the best questions to ask, and how to analyze and act on results can be overwhelming. Keep it simple with Simbli’s Board Performance Evaluation software. Manage board self-assessments, leader evaluations and organizational reviews— all with templates and tools to keep your work aligned and always moving forward.

DOCUMENT MANAGEMENT

When a document is misplaced, work can grind to a halt. Keep everything rolling smoothly with Simbli’s Document Management software. Save all your important board documents in one central, online location place with permissions to allow board members, staff and the public to find exactly what they need online, while protecting sensitive data. With Simbli, take control of your documents, and take your board work to new heights.

BOARD COMMUNICATIONS

You shouldn’t have to rely on your technical team to update your website or find that lost email. Instead, communication to the board and to the public should flow freely. With Simbli’s board management software, you can get the right message to the right person without a single call to IT. That means more transparency, more trust, and more kudos for a job well done.