How the National Benevolent Association can build a board book in 20 minutes with BoardEffect

The National Benevolent Association is the health and social services ministry of the Christian Church (Disciples of Christ), supporting communities and ministries across the United States from its St. Louis headquarters. Jasmine Sanchez, who coordinates board governance for the organization, explains how moving off email and Basecamp and onto BoardEffect gave trustees one place to find everything they need.

Customer at a glance

• Industry: Nonprofit, faith-based health and social services ministry
• Location: St. Louis, MO
• Job title: Administrative Assistant, Project Support Staff (Board Governance)
• Diligent solutions: BoardEffect

Key takeaways

• Board materials now live in one place: Reports and documents that used to be scattered across email, cloud filesharing software and separate files now sit in a single workroom, so trustees never have to go looking for the finance report or the development team's update.
• Board books come together in20 minutes: With a template already set up and source documents stored in one workroom, Jasmine builds the full board book in roughly around 20 minutes.
• Last-minute changes update instantly: When a report needs a late edit, the change goes straight into the board book, so trustees always see the current version instead of an outdated copy.
• Trustees adopted the platform quickly: BoardEffect's user-friendly design, backed by hands-on implementation training and one-on-one trustee sessions, helped the board get comfortable fast.

"Our trustees are really happy because everything's in one spot. It's been something they've been wanting."

Jasmine Sanchez, Administrative Assistant, Project Support Staff, National Benevolent Association

How BoardEffect helped

Before BoardEffect, the National Benevolent Association pieced together board materials from email, cloud filesharing software, phone calls and text messages, with reports stored across so many separate documents that finding anything felt like a search party was needed. Jasmine worked with the BoardEffect implementation team, who trained her and met one-on-one with trustees to get the whole board comfortable with the new platform.

• Challenge: Key board documents scattered , with no central source trustees could rely on
• Solution: A centralized workroom in BoardEffect, backed by dedicated implementation training for staff and trustees
• Outcome: Board books built in 20 minutes, with last-minute edits updating instantly instead of triggering another round of file hunting

"Creating the book takes me about 20 minutes, because I already have a template set up in the platform and the documents are already in one spot. I just go to the workroom where they're located and upload them into the board book."

Jasmine Sanchez, Administrative Assistant, Project Support Staff, National Benevolent Association

See what's possible for your organization

If your team is still piecing together board materials from email, folders and multiple scattered documents, BoardEffect can help you bring everything into one place, the same way it did for the National Benevolent Association's trustees.

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