Board Intelligence Board Portal Administration for Governance Training Course

Course overview

Board and committee administrators are expected to deliver secure, accurate papers under tight reporting timetables while protecting confidential information, maintaining clean records, and supporting directors who may use the portal differently. Poorly configured permissions, inconsistent meeting templates, uncontrolled late-paper changes, or unclear ownership can create governance risk and frustrate both directors and executive contributors. This course focuses on administering Board Intelligence Board Portal as a controlled governance environment rather than simply uploading documents.

Participants learn to configure users, groups, access rights, meeting workspaces, agendas, board packs, document versions, and retention practices in Board Intelligence. They apply role-based access principles to board, committee, executive, and external adviser scenarios; establish repeatable pack-production workflows; manage late submissions and post-publication changes; and support directors with practical adoption guidance. The programme also connects portal administration decisions to the UK Corporate Governance Code, GDPR responsibilities, and ISO/IEC 27001-aligned information-security controls.

Instruction combines guided demonstrations in Board Intelligence with realistic secretariat scenarios, including a confidential committee-paper release, a director access issue, and an urgent board-pack amendment. Participants build a governance portal administration runbook containing a permissions matrix, meeting and pack checklist, escalation route, records-control decisions, and director support plan. This deliverable can be adapted directly for use in their organisation after the course.

The course is designed for experienced governance, company secretarial, and executive support professionals who already contribute to board or committee processes and now need the confidence to administer Board Intelligence consistently, securely, and defensibly.

Course objectives

By the end of this course, participants will be able to:

• Configure Board Intelligence user accounts, groups, and role-based access permissions for boards and committees
• Build reusable meeting templates, agendas, folders, and board-pack structures in Board Intelligence
• Apply a controlled paper-submission and approval workflow with named deadlines, owners, and version rules
• Manage late papers, replacement documents, and post-publication amendments using an auditable change process
• Create a permissions matrix that distinguishes director, executive, committee, and external adviser access
• Implement retention, deletion, and document-handling controls aligned to GDPR and governance requirements
• Troubleshoot common director access, authentication, document-viewing, and notification issues
• Produce a portal administration runbook for a live board or committee cycle

Benefits of attending

Target competencies

Who should attend

• Company Secretaries — who own the integrity of board and committee information flows
• Assistant Company Secretaries — who administer meetings, papers, and director access on a day-to-day basis
• Governance Managers — who need repeatable controls across multiple boards and committees
• Board Portal Administrators — who configure Board Intelligence and respond to user issues
• Executive Assistants to Boards — who coordinate paper collection, agendas, and meeting logistics
• Risk and Compliance Officers — who need assurance that confidential governance records are controlled appropriately

Requirements and prerequisites

Participants should have practical experience supporting board, committee, or senior executive meetings and understand the basic lifecycle of an agenda, meeting paper, board pack, minutes, and action log. Familiarity with document version control, confidential information handling, and role-based access concepts is assumed. Participants should either administer Board Intelligence already or be preparing to take on that responsibility; prior use of another board portal is helpful but not essential. No coding, database administration, cybersecurity certification, or prior knowledge of ISO/IEC 27001 is required. The course teaches governance-specific portal controls rather than general IT administration.

Training methodology

Each day combines instructor-led explanation of governance controls with guided configuration work in Board Intelligence scenarios. Participants work through a simulated board cycle: creating users and groups, preparing a committee meeting, assembling papers, responding to a late amendment, and resolving director access issues. Short case studies test judgement around confidentiality, retention, and escalation. Group reviews compare configuration choices against governance requirements. On the final day, each participant converts course outputs into an administration runbook and 30-day implementation plan for their own board or committee environment.

Course outline

Day 1: Governance portal operating model

• Board Intelligence portal administration roles and responsibilities
• Board, committee, management, and adviser user personas
• Governance information lifecycle from paper request to archive
• Role-based access control principles for confidential governance material
• UK Corporate Governance Code expectations for board information
• GDPR lawful handling of director and meeting data
• Portal administration ownership, escalation, and segregation of duties

Workshop: Participants map a simulated board and three committees into a portal operating model with named administrators, approvers, and escalation points.

Day 2: Users, groups, and secure access

• Creating and maintaining Board Intelligence user accounts
• Designing groups for boards, committees, executives, and external advisers
• Assigning least-privilege permissions by meeting and document context
• Director onboarding and secure account activation procedures
• Authentication support and Microsoft Entra ID access considerations
• Periodic access reviews and leaver removal controls
• Permissions matrices and evidence for governance assurance

Workshop: Participants configure a permissions matrix and resolve access conflicts for a confidential remuneration committee scenario.

Day 3: Meetings, agendas, and board-pack production

• Creating meeting workspaces and reusable meeting templates
• Structuring agendas, sections, and paper folders for director usability
• Setting paper submission deadlines and accountable owners
• Applying document naming conventions and metadata rules
• Managing draft, approved, and final board-paper versions
• Publishing board packs and communicating readiness to directors
• Using checklists to assure pack completeness before release

Workshop: Participants build a complete quarterly board meeting workspace, agenda structure, paper checklist, and publication timetable.

Day 4: Change control, records, and support

• Controlled handling of late papers and replacement documents
• Communicating material changes to directors and meeting chairs
• Document retention, archival, and deletion decision points
• ISO/IEC 27001-aligned information-security controls for board records
• Troubleshooting document visibility and viewing issues
• Director support scripts and adoption guidance
• Incident logging and escalation for confidentiality concerns

Workshop: Participants manage a simulated late risk paper, record the change decision, notify affected users, and prepare an incident escalation note.

Day 5: Assurance and implementation planning

• Administration quality checks before, during, and after meetings
• Auditing access, pack publication, and change-control evidence
• Key performance measures for board portal administration
• Business continuity planning for administrator absence
• Monthly and annual portal housekeeping routines
• Stakeholder communications with directors, executives, and IT
• Building a 30-day Board Intelligence improvement plan

Workshop: Participants complete and peer-review a portal administration runbook, including controls, checklists, ownership map, and 30-day action plan.

Tools & standards covered

Board Intelligence Board Portal, Microsoft Entra ID, UK Corporate Governance Code, ISO/IEC 27001

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions