PRODUCT UPDATE: Goal Tracking and Reporting

If you talk to nonprofit board members, board chairs, executive directors, consultants, and staff, you will hear one issue mentioned over and over: Lack of transparency into board health. Are we on track to reach our goals? Does everyone know how they’re performing on key metrics? Without some insight into the status of the board, it is very difficult to improve. At Boardable, we examined this pain point and developed Goal Tracking and Reporting features to help nonprofit boards be the best they can be. Read on to learn more about goal tracking and reporting in Boardable.

Monitor Progress with Goal Tracking

With the new Goals feature, your Boardable administrator can enter three types of goals: numerical targets, percentage goals, or currency values. Goals can be specified for an individual, a committee, or the organization as a whole.

 

Simply specify a time range, and the platform will calculate and display your progress toward the goal. Each time a stakeholder in that goal logs into Boardable, they will see their goal status on their dashboard. Click here for more detailed information about how to use the feature.

 With regular, visual updates of goal status, board members can quickly see where they need to increase their efforts and where the board is doing well. Boardable subscribers at the Essentials level have the ability to track one goal for the organization at a time. When the time period for that goal passes or the goal is reached, administrators can archive that goal and start a new one. In the Professional and Enterprise tiers, Boardable accounts can track as many goals as they want across all levels of the organization.

“A successful board creates visibility into board initiatives. Giving staff and board members access to data and progress creates alignment across the entire organization.”

–Krista Martin, VP of Product

Goal Tracking on Boardable – How-To Video Tutorial

Watch this video tutorial below to learn how to create a new goal for your board. It covers how to edit a goal, update goal progress, and how to archive a goal.

 

Reporting Provides Insight into Board Activity and Health

Taking board performance to the next level requires data. How can you set goals for improvement if you don’t know where you stand today? We developed the Reports feature to allow board leaders to quickly and efficiently see how their board stands on metrics such as attendance, task completion, goal progress, poll participation, downloads of meeting prep documents, and more. Most reports can be run for individuals, committees, or the organization as a whole. Read more specifics of the types of reports in our release notes.

 

Subscribers on the Essentials plan can run reports on any of these metrics for the last 30 or 90 days. Professional and Enterprise plans can run reports for any time period since the organization started using Boardable.

 

“The understanding of board roles and responsibilities is oftentimes the difference between a high performing board and a disengaged board. We have created Boardable Reports to help report on key metrics and create visibility to your board members to understand their contributions.”

–Krista Martin, VP of Product

 

Running Reports on Boardable – How-To Video Tutorial

Watch this video tutorial below to learn how to view and download reports in the Boardable board portal.

 

Tools to Help Your Board Health Improve

It’s difficult to address areas for improvement if board leaders can’t see how things stand. With these new goal tracking and reporting tools, nonprofit boards can stay up to date on the board’s health and intervene before trends become problems. Let us know how these features help your organization have the best board experience possible.

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