OnBoard Board Management Software Governance Training Course

Course overview

Board administrators, company secretaries and governance leaders are often expected to make board information secure, complete and decision-ready while managing tight meeting cycles, late papers, changing director access and formal recordkeeping obligations. OnBoard can centralise this work, but value depends on sound governance design: the right workspace structure, permission model, meeting workflow, approval controls and retention rules. This course addresses the operational gap between simply publishing board packs and running a controlled digital governance process that directors can trust.

Participants learn to configure and govern an OnBoard environment across the full board-cycle. They build entity and committee workspaces, define user roles and permissions, assemble agenda-driven meeting books, manage annotations and version changes, capture motions and decisions, and create action registers that support post-meeting accountability. The course also applies corporate governance principles to access reviews, confidential information handling, audit trails, document retention and reporting. Participants practise translating board and committee requirements into repeatable OnBoard workflows rather than relying on email, shared drives or manual minute tracking.

Delivery combines instructor-led demonstrations with guided configuration labs using realistic board, audit committee and remuneration committee scenarios. Participants work through a simulated governance calendar, respond to a confidential paper update, record resolutions and prepare an oversight report for the corporate secretary or governance committee. Each participant leaves with an OnBoard Governance Operating Blueprint: a practical configuration and control plan covering workspace architecture, roles, meeting-book workflow, action management, records controls and a phased implementation plan for their organisation.

The course is suited to experienced governance professionals and administrators who already understand how boards and committees operate and now need to administer, improve or assure the use of OnBoard at an enterprise level. It is equally valuable for governance managers approving a platform rollout, redesign or control review.

Course objectives

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

• Configure OnBoard organisation, entity and committee workspaces using a documented governance architecture
• Design role-based access matrices for directors, executives, administrators and external advisers
• Build agenda-led meeting books with controlled paper distribution, version handling and approvals
• Apply secure collaboration settings for annotations, communications and confidential board materials
• Record resolutions, decisions and minutes workflows that create an auditable governance record
• Create action registers, owners, due dates and follow-up reporting within the board-cycle
• Assess OnBoard controls against ISO 37000 governance principles and internal records requirements
• Produce an OnBoard Governance Operating Blueprint for implementation, assurance or process improvement

Benefits of attending

Target competencies

Who should attend

• Company Secretaries — who own board and committee administration, records and governance advice
• Board Administrators — who prepare meeting books and need controlled, repeatable OnBoard workflows
• Governance Managers — who design governance processes and assure their consistent operation
• General Counsel — who oversee privileged materials, resolutions and legal recordkeeping controls
• Chief of Staff — who coordinate executive and board decision processes across committees
• IT Governance and GRC Managers — who must assess platform access, auditability and information controls

Requirements and prerequisites

Participants should have working experience of board or committee administration, including agendas, board papers, minutes, resolutions, action tracking and confidentiality expectations. They should understand the distinction between a board, its committees and management, and be comfortable using browser-based business software and Microsoft Excel. Familiarity with their organisation’s delegation of authority, records retention policy or information classification scheme is helpful. Prior hands-on use of OnBoard is not required; the course explains its core navigation and administration functions before advanced configuration work begins. No coding, systems integration or legal qualification is required.

Training methodology

The instructor uses live OnBoard demonstrations to show each control in context, then participants configure equivalent settings in guided labs. Cases follow a realistic governance calendar spanning board, audit committee and remuneration committee meetings, including late paper amendments, restricted-access items and overdue actions. Small-group workshops critique access matrices, meeting workflows and retention decisions against ISO 37000 principles. Daily debriefs connect platform choices to governance risk. On the final day, participants consolidate their work into an OnBoard Governance Operating Blueprint and receive structured instructor feedback.

Course outline

Day 1: Governance architecture and OnBoard foundations

• Board portal governance risks and control objectives
• OnBoard navigation, organisation settings and administrative roles
• Entity, board and committee workspace architecture
• Governance calendar design for recurring meeting cycles
• Board versus committee information boundaries
• ISO 37000 principles applied to digital governance processes
• Current-state process mapping for papers, decisions and actions

Workshop: Participants map their current board-cycle process and produce a target OnBoard workspace architecture for a board and two committees.

Day 2: Access, security and controlled information distribution

• OnBoard user lifecycle management and invitation controls
• Role-based permissions for directors, executives and administrators
• Committee segregation and restricted-item access design
• Confidentiality classifications and sensitive-paper handling
• Multi-factor authentication and device security considerations
• Access review schedules and evidence for control assurance
• Permission matrix design using Microsoft Excel

Workshop: Participants create a role-permission matrix and configure access rules for a confidential audit committee investigation.

Day 3: Meeting books, agendas and director collaboration

• Agenda templates and meeting creation workflows
• Meeting-book assembly and section ordering
• Paper submission, review and approval checkpoints
• Version control and late-paper amendment procedures
• Director annotations, notes and collaboration boundaries
• Meeting notifications and publication timing
• Pre-meeting completeness checks and administrator quality assurance

Workshop: Participants build and publish a board meeting book from a case pack, including a controlled late amendment and publication checklist.

Day 4: Decisions, minutes, actions and governance records

• Motions, resolutions and decision capture in OnBoard
• Minute drafting workflows and approval responsibilities
• Action register design with owners, due dates and status rules
• Decision-to-action traceability methods
• Post-meeting follow-up reporting for chairs and secretaries
• Records retention, archival and legal hold considerations
• Audit trail review and exception investigation

Workshop: Participants process a simulated committee meeting and produce approved decision records, an action register and an overdue-action report.

Day 5: Assurance, reporting and implementation planning

• OnBoard governance control self-assessment
• Key performance indicators for board-cycle efficiency
• Board and committee reporting dashboards
• Control testing for access, publication and records workflows
• Gap analysis against ISO 37000 and King IV principles
• Stakeholder adoption planning for directors and administrators
• Phased implementation roadmap and operating model governance

Workshop: Participants present an OnBoard Governance Operating Blueprint containing control priorities, configuration decisions, reporting measures and a 90-day implementation plan.

Tools & standards covered

OnBoard Board Management Software, Microsoft Excel, ISO 37000:2021 Governance of organizations, King IV Report on Corporate Governance

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