Make the Most of Diligent Minutes
Minutes woes we’re all familiar with – time consuming, manual, and often duplicative work with manual action tracking, inconsistent minutes formatting, and insecure review.
Made specifically for Minutes users, join a series of intimate personal training sessions with Diligent’s Senior Implementation Manager to learn about the new Minutes review feature and hear best practices to support for your minutes process –– plus, get answers to all of your questions in real-time.
Session 1: Getting Started with Diligent Minutes
Session 2: Creating a Solid Minutes Template
Session 3: Master Action Tracking
Session 4: Streamline Minutes Review & Approval
Meeting minutes are required by law in many jurisdictions, and hold an essential purpose for internal record keeping, reviewing facts and ensuring progress against goals is tracked. Read up to find out why you should be securing your entire minute taking process and best practices for modern minute taking: The meeting minutes are also called the record or the journal. Laws for recording meetings are retained by the states. Boards may refer to meeting minutes for internal purposes, such as reviewing facts or to ensure that they’re making progress with their goals. Courts of law may also subpoena meeting minutes if the board or corporation gets sued or faces a legal matter.
Watch an in-depth video of our newest Minutes functionality – Minutes Review. One of Diligent’s Senior Client Executives runs through how to create a template, manage actions, review your draft minutes document with colleagues, and load into next board book for approval.