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[VIDEO] How to Use Boardable’s Goals Feature

Nonprofit boards want to make progress for their organizations, but lack the necessary goal tracking to achieve growth. We developed the Goals feature to help boards see how they’re performing on a variety of values so that they can achieve everything they want. Here are some instructions on how to use this important tool.

Video Overview – How to Use the Goals Feature

More Information on Goals

Boards who use the Goals feature of Boardable track all different kinds of metrics. On a Professional or Enterprise plan, accounts receive unlimited goal tracking. This can be individual, committee, and organization account goals, in any combination. Finally, goals can be specified in three units: currency, numerical value, and percentage.

An overview of the Goals tracking dashboard in Boardable's platform for nonprofit board of directors management.

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

 

With an Essentials plan, Boardable customers can track one goal at all times. Once the goal is achieved or expires, the account admin simply archives the goal and starts the next one. All the administrator has to do is specify the goal, the unit, and the time frame. The status of the goal will automatically display on the dashboard of the relevant stakeholders.

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 $200 fundraising goal for the Governance Committee over two weeks.

 

Clearly, the Goals feature is simple and easy to use, but can make a huge impact on board productivity. For a full explanation of how to use this tool, check out our Help Center.

RELATED: [VIDEO] How to Use the Reports Feature


Interested in how to make your board of directors more productive through technology? Boardable is a software platform that centralizes all communication between you and your board. Find the best meeting times, securely store all of your documents, archive discussion threads and more—all in one board portal. Click below to schedule a demo with a member of our Boardable team.

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