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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.

New Goal Tracking Feature: Goal tracking for boards of directors in Boardable

The Goals dashboard of a Professional or Enterprise account in Boardable. Two organizational goals and one committee goal.

 

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.

This is an example of a goal tracking graphic in the new Boardable nonprofit board management software Goals feature.

An example of progress on a quarterly fundraising goal for several committees on a nonprofit board.

 
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.

This is a snapshot of board activity in meeting attendance, meeting RSVPs, task completion, users on the account, and board members using mobile or desktop versions of Boardable in the new Reporting feature.

This is the Reports dashboard, showing a snapshot of number of users, mobile app and desktop use of the platform, as well as meeting RSVP and attendance, and task completion over the last year.

 

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.

This will generate a 30 day report of board member RSVP activity in the new Reports feature of Boardable board management software.

Boardable admins can download a report of invitations and RSVP activity for a variety of committee or organization-wide meetings. Reports can also be run for individual board member or meeting attendance.

 

“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

This is a report of the attendance at a Volunteer Meeting in the new Boardable board management software Reports feature.

Boardable admins can download a report of invitations and RSVP activity for a variety of committee or organization-wide meetings. Reports can also be run for individual board member or meeting attendance.

 

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.


Still not using Boardable? With Boardable’s board portal, you can centralize board information and communications, where everything (and everyone) is just a couple of clicks away. Click below to get started with Boardable.

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