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Board Portal Transition Toolkit

Migration plan template, risk assessment & mitigation checklist, and more tools for a smooth board portal transition

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Download our free board portal transition toolkit. Get ready to use PDF, Word and Excel templates to streamline your board portal migration process.

What is included?

  • Vendor comparison worksheet - evaluate providers side by side
  • Migration plan template - map out a smooth transition
  • Risk assessment and mitigation checklist - identify and reduce risks

Why use this toolkit?

  • Streamline your transition – A structured approach to changing board portal providers
  • Minimise risks – Ensure no critical data or functionality is lost
  • Save time – Ready-to-use templates to guide your migration

Download the board portal transition toolkit

What is inside the template kit?

This set of templates is designed to simplify the board portal change process, ensuring a smooth transition from preparation to implementation. Whether you're looking to switch board portal providers or optimise your transition strategy, these resources will guide you every step of the way.

Migration Plan Template

  • Define key milestones for a structured board portal migration 
  • Assign responsibilities to keep stakeholders accountable 
  • Ensure a seamless switch to a new board portal provider with minimal disruption

Vendor Comparison Worksheet

  • Compare features, pricing, and support services of different board portals 
  • Identify the best solution for your board’s needs 
  • Make an informed decision before you change board portal providers

Risk Assessment & Mitigation Checklist

  • Assess potential security, compliance, and operational risks 
  • Develop strategies to minimise disruptions during the transition 
  • Ensure data integrity and stakeholder alignment when you switch board portal platforms

Looking for more templates?

Meeting Minutes Templates Kit

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  • Meeting minutes template
  • Formal meeting minutes template
  • Robert's Rules of Order minutes template
  • Non-profit board meeting minutes template
  • Meeting action item template
  • And more!

Board Management Templates Kit

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  • Board calendar template
  • Board director onboarding checklist
  • Board governance checklist
  • Board diversity policy
  • Board skills matrix
  • And more!

Meeting Agenda Templates Kit

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  • Meeting agenda template
  • Consent agenda template
  • Board meeting agenda template
  • Annual board meeting agenda template
  • Formal meeting agenda template
  • And more!

Frequently Asked Questions

Who is this toolkit for?

This toolkit is for organisations looking to change board portal providers and switch smoothly. It is a great tool for company secretaries, governance professionals, IT teams and board administrators to manage the transition.

Why switch board portal providers?

Common reasons for switching providers include:

  • High costs and hidden fees
  • Poor user experience with the current platform
  • Limited security (encryption, compliance with GDPR standards)
  • Lack of flexibility for remote and hybrid work
  • Poor integration with existing tools (ie: Microsoft 365)

What tools are included?

Our Board Portal Transition toolkit includes a vendor comparison worksheet, a migration plan template and a risk assessment and mitigation checklist, aiming to save your organisation time and streamline the transition process.

How long does it take to change board portals?

The timeframe can depend on various factors, such as the complexity of migrating your data, training requirements, or internal stakeholder alignment. Our Migration Plan Template helps to streamline this process for a faster transition.

Does this toolkit help reduce risks?

Yes! The Risk Assessment & Mitigation Checklist helps you anticipate potential challenges, ensuring your data, workflows, and compliance remain intact throughout the transition.

How do I get started?

Simply download the toolkit, review the templates, and begin planning your board portal switch with confidence. If you'd like to explore our board portal as part of your transition, request a demo of iBabs to see how we can support your board’s needs.

Switch Board Portal: Choose iBabs

Our Board Portal Transition Toolkit is just the beginning of a successful switch. Hundreds of organisations have already transitioned to iBabs, and our expert team is here to ensure your move is smooth, seamless, and stress-free.

  • See iBabs in action – Discover an intuitive, secure board portal that simplifies governance and collaboration.
    Switch with ease – Our experts are here to guide you through every step of the migration process.
    Compare with confidence – Get hands-on experience to evaluate if iBabs is the right fit for your board.
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