This webinar will help you to learn how to use technology to improve the overall effectiveness of your board.

1. Sponsored by:
How to Use Technology to Help Your
Board Become More Effective?
Alice Zhang
July 9, 2013
Use Twitter Hashtag #npweb
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Today’s Speakers
Hosting:
Cheri J Weissman, CJW Consulting & Services, Inc.
Assisting with chat questions:
Jamie Maloney, 4Good
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Alice Zhang
Program Director,
XCEO, Inc.

5. Enlightened Board Governance
Alice Zhang
Program Director for Public Sector Governance and Board Leadership Development
XCEO Confidential Property of XCEO, Inc. 2012 ©XCEO Confidential Property of XCEO, Inc. 2013 ©

6. Founded in 2003, XCEO, Inc. is a unique research, development, and
consulting firm. We are committed to excellence and the pursuit of
Extreme Personal Leadership® and Enlightened Governance®. We
specialize in inspiration, and endeavor to inspire highly enlightened board
members and high-aspiration individuals to pursue maximum personal and
professional achievements.
About XCEO
We are headquartered in Santa Clara, CA, the heart of Silicon Valley, and
we stand ready to help our clients achieve extraordinary levels of
performance and success.
xceo.net
(408) 855-0000
XCEO Confidential Property of XCEO, Inc. 2013 ©

7. Property of XCEO, Inc. 2012©
Agenda
• How to encourage board engagement to increase
stakeholder value?
• How to use a free board portal to increase your board
effectiveness?
• How to take web-based evaluations to improve overall
board governance?
• Questions and Comments
XCEO Confidential Property of XCEO, Inc. 2013 ©

8. How to encourage board engagement?
• Hold board meetings at the organization
• Host regular events and activities
• Use a secure and intuitive board portal
• Conduct board evaluations
XCEO Confidential Property of XCEO, Inc. 2013 ©

9. • board portal
• Conduct board
evaluations
Use A Secure & Intuitive Board Portal
Conduct Board Evaluations
XCEO Confidential Property of XCEO, Inc. 2013 ©
Focus

10. Common Challenges XCEO’s Solution
Building strong relationships between the
board and the management team
BoardPortal PLUS
Managing board activities efficiently and
effectively
Board Chamber
Managing board member information Community
Scheduling and organizing meetings Calendar
Managing and storing meeting materials
and data
Board Books
Managing and storing organization and
board materials
Board Resource Center
Providing board members a secure space
to store their working documents
My Library
Keeping board members current with the
best practices of good governance
XCEO Library
Communicating with board members
effectively
Email & Polls
Providing board members easy access to
board materials on the go
Web browser and App for
agnostic mobile devices
XCEO Confidential Property of XCEO, Inc. 2013 ©

11. Property of XCEO, Inc. 2012©
Portal Comparison
1. XCEO’s Board Chamber is equal or better than most competitors’ portals.
2. XCEO’s Portal contains much more comprehensive and richer features.
3. XCEO’s Portal is device agnostic…accessible from a PC, Android, iPad,
iPhone, Kindle, etc. (iPad App or most browsers)
4. XCEO’s Portal provides the same look, feel, and functionality for all
devices.
5. XCEO’s Portal is designed, developed and maintained by directors for
directors.
6. Access to XCEO’s BoardPortal PLUS® is FREE.
XCEO’s BoardPortal PLUS® vs. Competitors’ Portals
XCEO Confidential Property of XCEO, Inc. 2013 ©

12. BoardPortal PLUS®
Board Chamber
Live Demonstration
XCEO Confidential Property of XCEO, Inc. 2013 ©

13. XCEO’s Board Portal
Benefits of Using BoardPortal PLUS®
1. Completely secure & confidential.
2. Contains comprehensive features and is very easy to use.
3. Director library allows directors to add their own supplementary material.
4. Easy access to our unique resources, assessments, and performance
tools.
5. Different levels of permissions make it easy for the entire organization to
get involved when appropriate.
6. FREE access.
Benefits of Using BoardPortal PLUS®
XCEO Confidential Property of XCEO, Inc. 2013 ©

14. Constructive Analytical Introspection
… Mitigating Risks in the Boardroom
On-line Board Evaluations
• Saves the Board Secretary time.
• Enhances the quality of board service.
• Increases overall board effectiveness.
• Improves security and confidentiality.
• Reduces total cost of director service.
XCEO Confidential Property of XCEO, Inc. 2013 ©

15. XCEO
BoardPortal
PLUS®
Board Current
Performance
Board Future
Performance
Compensation
Committee
Audit
Committee
Gov/Nominating
Committee
President
Performance
Board
Leadership
Effectiveness
Board
Attributes, Skills
and Experience
Director Current
Performance
Director Future
Performance
XCEO BoardPortal PLUS®
XCEO Confidential Property of XCEO, Inc. 2013 ©

16. Live Demonstration
XCEO Confidential Property of XCEO, Inc. 2013 ©
BoardPortal PLUS®
Enlightened Governance

17. Secure
Confidential
Inexpensive
Effective
Network-based
Comprehensive
Easy to Use
BoardPortal PLUS®
Engineered by Leadership and Powered by
SCIENCE
XCEO Confidential Property of XCEO, Inc. 2013 ©

18. Thank you!
Alice Zhang
azhang@xceo.net
XCEO
(408) 855-0000
xceo.net
XCEO Confidential Property of XCEO, Inc. 2013 ©

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