Signature Block Training Evaluation Survey Made Easy

Signature block training evaluation survey

okay there we go all right so i think um i think most of you know me right so i'm jenny washington i'm one of the implementation managers here at passageways got my onboard swag on today um for friday a little casual here and so this is the last day i'm doing the live uh series so i've done this is the third week and i know many of you have done um all three including like today would be your third so um i i like to try to make these as personalized as i can but i i have to like squeeze a whole bunch of content in so be prepared you're going to hear me talk a lot and um but uh some groups are more um interactive than others and that's fine so i've set you guys all so you can talk if you want to unmute you can use the chat you can use the q a whatever you're comfortable with um for those of you that have um been to the basics or the core training these are the things that i've covered if you didn't attend one of those i would really strongly have you consider there might be some things that you missed right so you need maybe okay we've we've done meetings you know we have some resources um i i've heard from people that have attended that they definitely are picking up uh little tips and tricks and best practices so if you didn't register and you don't have the recording of one of those on-demand sessions i'm happy to send them send that over to you if you want to have it just um put something in the in the chat and i'll get that to you and then um so today is um part two so the advanced training i've had to kind of break into two to focus on all the different features so today we're doing actions and i um you should all have the actions in your menu and that consists of the approvals which would be like voting um surveys so from you know informal polls to kind of formal assessments uh spanning that spectrum and then electronically signing so that's what we'll be covering today and i'm going to jump into my demo site but before i do that i'm going to launch one just one poll here if you don't see it on your screen you might have to um if the polls is flashing um you might have to click it to open it so i'm just interested to know you know based on the the approvals um surveys e-signatures and then the other stuff messenger and tasks and advanced permissions what you guys might be wanting to roll out that you haven't and that'll help me kind of prioritize cool okay so uh we've got one person that hasn't been able to vote if you want to do it and um you can click on the polls if it's not showing up on your screen otherwise i'll go ahead and close it there we go thanks so much okay so looks like um the majority um are thinking maybe the voting piece um and then e-signatures and then i'll certainly touch on the surveys and the polls and then for tasks um i'll um follow up with you or if you saw that session thanks um for for mentioning tasks um that was covered on on wednesday so i'm gonna stop that and i'm gonna switch over to my demo portal all right so let me just double check that it's showing yes okay so you guys should be seeing i'm in on board i'm in my um boilermakers demo organization um i'm a i'm a boilermaker that's the mascot for purdue university so i'm here in indiana and um i'm a native here i live in lafayette but west lafayette is the big college town for purdue university where i worked for 11 years and i have my two degrees from so my demo site is called boilermakers and um so over in the in the left we're going to be really focusing on the actions but i'm also going to touch a little bit on the dashboard because you can incorporate actions that are open on your dashboard so i'm going to go into actions and since the majority of you thought uh said that you were interested kind of in the voting or the approvals i'm going to really kind of walk through this one step by step um and then we'll do e-signatures and then surveys so um a couple things with the approvals tool and any of these tools in the actions they can either stand alone so you can use them um in between meetings um during meetings at the start of a meeting so they can they can stand alone or you can link the action to an agenda item so i'll show you that as well so you have some options here in terms of how you want to use it and really the most value the most value really is if you can leverage this even in between your meetings right some of you have meeting cycles that are meetings far and few between so you have to really be thoughtful about how to keep people engaged with onboard so anytime you have something a communication an activity anything that you need to communicate with your stakeholders remember you have on board and ask yourself if you can remember kind of pause and say can i do this with oddboard right don't do an email vote use the tool it works with the onboard app so if you need to remind your stakeholders your members that they have the ability to download the app you can incorporate that into maybe a future upcoming communication and then of course they can access it from the browser so um and voting as you can imagine really can be anything from and i've got some examples here it could be approving your minutes or if you have a consent agenda where you're bundling several things right i think some groups with with the pandemic have actually attempted to move to consent agendas to help them keep their meetings shorter and more you know focused on the things that need deliberated and action you know decisions so if you haven't moved to a consent agenda you might want to think about that where you can kind of bundle everything so easily doing minutes and consent agenda approvals is one use case for approvals um you can also do nomin like uh nominations um as far as like voting in um new or returning members in different roles officer roles and things like that um what else do we have we have uh here was a group that did a job description for the organization if you're doing purchasing or investing and you need to have um decisions on uh you know voting before you move forward with something like that for financial institutions loan approvals is huge um so those are just some examples if you guys have um thanks liz if you have um like a if you want to just like call out or put something in the chat like a certain type of approval i can use that as an example let me know um and i'll watch for that but to get started you click on add so approvals is the first of the three so you just click on add and then you get this template i'm going to minimize my menu over here okay so we're going to walk through kind of from top to bottom here so really be thoughtful about the title that you give because this list if you use the approval tool is going to grow over time unless you delete them um periodically so if you need there's a filter over here on the left there's a filter or search so the better you can be about giving it a title that is affiliated with a fiscal year or a meeting date or a person right be specific okay so i didn't see any examples come through so it doesn't really matter what what it would be we'll just do something like um nomination of new board members new board member let's say okay so the next thing down would be the start date and the end date so this is really important and this is something that when groups experiment on their own which i love i'm a person that likes to do things on my own they assume they have to fill it in and you do not okay so the start date is great because you can actually let's say it's nine o'clock at night and i have time to do it now i'm doing this but i don't want it to open until a specific day or time that could be tomorrow morning you can also set this to start at or open at the beginning of your meeting or you could estimate like when you think you'll get to a certain agenda item what time that will be so if you if you if you choose a start date and time so if i choose today at 5 00 p.m this will automatically open for me so right now up in the top right it says it's in the draft status and these are the different um status that it will walk through so it'll open automatically if similarly if you put an end date and time it will close and that would not be good if it closes and you don't have all the responses that you need or the votes that you need so i always caution groups be really careful if you're going to put an end date in there that you understand it closes and you cannot reopen it right now if it's closed so i would hate for you to get in a bind okay so then moving down to the motion in the second this is something that the whoever created this as the administrator the administrator has to enter that information in we're trying to think about how we can improve this um so that perhaps let's say you're using this in between a meeting and you want the you know someone to be able to make the motion and say they're making the motion and put their name in right now the administrator if you want this information you have to fill it in so you have to think about how are you going to capture that especially if it's being done yeah kind of in a virtual situation where people have it open and they can just the first come first serve so these are optional and what they what the intended information in is someone's name right so if you start to type someone's name if they are part of your member list it's going to recognize them otherwise if it's not dean floyd it's dean smith um it's okay i can still um put their name in okay the description is also optional so if it doesn't have this little asterisk like the approval title does that means it's optional so this could be maybe i don't have an end date but i do want them to respond by a certain time you know it's pretty typical to put something like you know please um um cast your vote by you know whatever date and time and if you have questions please contact whatever name and email now i've also seen it be like if it's like a um property or um you know a loan or something you know maybe you're putting in um other details like um you know the the value of something or just more background details but you have the opportunity to attach more than one or more supporting documents so before we get there um this is the approval tool this is the voting tool so it comes with voting buttons but if they also need to sign so if the legal or general counsel says you know for this type of a vote or an action we also need their signature then all you do is check that box it will require them to sign as well as cast their yes no or abstain vote and then um there's an opportunity for them to put their signature in their profile on board so if they have it you can go ahead and allow them to use it otherwise if you leave it unchecked it's going to prompt them for a fresh signature even if they have their signature stored so i'm going to make a note to make sure and go back and show you where you can do this signature piece because that obviously will be important as well for the e-signature tool okay so then we've got the permissions you'll notice the downloads is greyed out the downloads will become active when we when we finalize this so we want to set the permissions i always always recommend that you test something beforehand so the way that you can test is when you click the edit permissions you get this permission fly out that i believe you're familiar with you can search at the top there's a filter so you can search for yourself and by default because you created it you're going to be in the admin role but you can actually move yourself into a dual role called admin and voter which will allow you to test so go ahead and think about doing a test and you know obviously you could test with someone else right you could coordinate with someone and say hey will you be my guinea pig and as long as they're a user you can set them in the voter roll so over here you know i have some other test accounts if you don't have a test account you can also give yourself in the directory if you have a personal email address you can add yourself in the directory with like a test account so if i just otherwise click it's making people voters so i'm going to save that and then um so if this is related to some kind of a nomination maybe i'm putting in some kind of recommendation that came from the nominating committee ahead of time or and or their their bio or something so i'm just going to randomly pick something to attach here and where do i want to go demo um i don't think i have anything really relevant but we'll just pick something here and again i can add more things if i want i can also rename it so over here when you hover over the document these three dots give you access to this sub menu where i can also rename it and take take something out there and then you have to decide who do you want to see the results so as the results and the responses are coming in the default here is that only the administrator or administrators because you can have more than one um and it's it's automatically checking both graphical which would be being able to see a graphical results or roll call which would actually tell you who voted which way so the roll call is pretty important especially if you're trying to make sure um a certain type of a person in a role like a chair cast their vote or who you're missing if it's okay for everybody that's voting to see each other's responses so sometimes you want it to kind of be anonymous if you will where you don't want one person's vote to influence another's there are other times where it might be appropriate for people to see each other's votes so you can make that decision and then here's the really cool thing is because this can be a standalone it can be self-contained where you can enable discussion so now you can have the materials they need to look at the ability to cast a vote the ability to have discussion all in one thing so that's why it can stand alone by itself even if you're not doing this in conjunction with a meeting so i basically got all of my settings here i'm gonna go ahead and say allow to use my saved signature now i could let it sit here and at five o'clock it would open or if i didn't use this or even if i have a date filled in that doesn't mean you can't still manually open it right now so i'm going to go ahead and open this so we can walk through what it looks like to the voter and then also the important steps of kind of closing and finalizing this and then seeing the results so when you open this is another thing that people that do a little bit of experimenting don't realize i clicked to open it and it said do you want to open the approval when i say yes it will automatically send an email to to whomever is in a voter permission okay and i see that a question came in about the supporting documents staying archived yes so over here on the left i'm in my approvals these are all the approvals and down here the ones that are finalized and you can kind of see how cool it is where it gives you a really quick glance did it pass thumbs up did it fail there's a tabled which is like a la a circle with a line through it and if i go to anything that's finalized as long as you don't delete it you can come into anything that you've done in the past that's in the finalized the materials are attached and you'll also be able to re-access the downloads the exportable report so just keep in mind that this is going to grow and grow over time but once you've downloaded the results which i'll show you once we finish this one out you can decide if you just want to delete uh the approval and just keep the results okay so um i opened it and i here i'm gonna show you what the email looks like so bear with me here because i didn't plan for this in advance um here's the email and um you'll notice the emails come from passageways on board um whoops and the subject line is approval for and then whatever i titled it nomination of new board member is open now here in the body it lists the name of my onboard organization right to help them recognize that this is affiliated with the work they're doing for the board or the committee and then it has the button so they can click on the button sign in and then be taken directly to what i'm about to show you next so that is what the email looks like as an admin you don't get the email right so that's why i'm saying an email goes out because you don't receive it so you might be thinking wait how are they gonna know or assuming that no email did go so i'm clicking back into this one and you can see on the left they're categorized by draft open and finalized so here's the one that's open it's open here and now here in the top right i can switch to the voter view i'm sorry i'm looking at the chat so over here for me as the admin to see what it's going to look like to someone who's in the voter roll i can toggle this now is the view that my voters will see so here um any description will show that you typed any documents the discussion capability is here and the voting buttons are here so i can look at the information then i clicked on the document and you can see that it's shifted and now it's opening the document on the right so this is really nice because they can see what they're supposed to be voting on and then they can quickly come over here and either post something so let's say maybe in the discussion so i just clicked on the discussion let me go back let me go back to the voter view i'm in the document i come down here i'm reviewing it and i'm like you know i don't i have a question i don't quite have enough information whatever the case might be i'm going to add something to the discussion so i click the discussion and maybe i say um i don't know maybe i don't have enough information would you please um confirm sorry i don't know what this thing is that i have popping up confirm that or um how the candidate left like terms they were on with their previous employer whatever [Music] so anyone else so i hit send or i hit enter and now it's posted this anyone else who is a voter is going to receive an email that i just posted right because if you're doing this um outside of the context of a live environment you you know how is someone gonna know if others are asking questions or posting information that might um inform me or change my request make me change my vote so they're gonna get an email anytime someone posts um also let's say i said you know would you please upload the bio or vita or resume whatever actually does have an a i don't think and so as the admin you would get it and you're like okay yeah i can go add um a bio so you can go in while it's open and go to the supporting materials and you can go add whatever they're asking for and just randomly grabbing something and at post i uploaded the file okay so hopefully you can kind of start to see where this can be a standalone so i'm sorry it keeps toggling between the voter view and the admin view so i'm reading the information i've read the comments i'm ready to cast my vote i can cast my vote over here so um and and probably you know your description would say you know um uh making the motion two or resolution two or something and then they're saying yes so i checked the box that i also need to require the signature and i have my signature on file so it's automatically popping it up for me and i can just quickly add it if i didn't have my signature on file i'm going to clear it out this is what it would look like it would present them with this open box if they're doing this from their laptop or computer and all they have is their mouse that's what they have to use um if they have the mobile app on their smartphone or their tablet they could use that with their finger or stylus um so i'll just scribble something there so now i accepted my vote and applied my signature so there's a question here and this is really good so kyle's asking can you require the voters to open the documents before voting no no unfortunately no and sadly um you know one of the things that is important to me to help all of you with understanding the adoption and the engagement of this investment on board is to talk with you and look with look with you um at statistics and it's i'm it's shockingly surprising sometimes that like i was just on the phone this week with a group and we were looking at some analytics information and it it showed us that um while 55 or 60 of the meeting participants had looked at the agenda the meeting page like only 40 percent had opened the book or looked at the materials and they told me that they had a vote or multiple votes right and so for them they were like gosh they're not even looking at the meeting materials and voting that's scary or it should be depending on what you're voting on so um i know kyle um i sent you some stuff based on the last time about the analytics and the global admin you have potentially either within the package that you currently have for onboard or the opportunity to add on the ability to have user-specific activity reporting so that you can know who are your advocates and who are the people that might need more help and and to know shockingly if if people are not looking at the materials before they're voting or before they're coming to the meeting and you guys are making decisions and and uh yeah so so no you can't force them to open it they can vote without looking at it um i do want to mention so let me show you um how you can sync this to a meeting so let's say you wanted during the meeting you wanted to have live discussion about whatever the approval is whether it's about new members that are being ratified or something or whatever the case might be so maybe you want this approval to only open at the time that the meeting is going on right so that's where you can use the start date and the time and you can go to a meeting so you can go to your calendar you can go into a meeting and wherever the agenda item is that you are talking about that you can click on the edit so i'm just you know picking any any item here but you would select the edit for that agenda item and then look for this button called link an action to this section and then you'll see i have approvals surveys and e-signatures and you can only select one per agenda item so you might have to have sub-agenda items if you want to have multiple approvals kind of line item and then i can search um or you know i can find the one that i want or i can search for it and i check the box and now when i go back and i close this over here you'll see the view approval is sitting here so that way maybe you have an opportunity for discussion but because this is really helpful for capturing the final record um many groups will use this during a live meeting for the simple fact that it's so easy for them to click the buttons and then um you can export the results to help with minutes and and record keeping and things like that so during the meeting they can click on the view approval and of course they're going to be in the voter view and here's what i tell people that link things to their meeting agenda you might have participants in your meeting that don't vote right so um you it will benefit you if you think about adding this if it's okay for everybody to see the supporting documents but only the the subset of people the voting members will vote you're likely going to want to attach the supporting documents to the agenda item right so whatever they are attach them here but also attach them to the approval because when the voting members open the approval they can still click onto the documents and see the documents and vote so it gives both groups the ability to see the materials but and then the voting members to see the materials side by side while they vote well i think that's really voting so let me know what questions you have because this was you know there's other scenarios or use cases if you have something in mind or a question of like how how would we handle this yeah when uh going back to when you added a comment uh so let's say i'm reviewing and i don't want to vote yet because i have a question or a comment does that trigger automatically an email back to the voting group or okay yeah yeah because you know you might be using this in an in between like you know no meeting environment so yes yeah okay it'll trigger an email and then for people that have the um mobile app it'll it'll send a push notification okay thank you yep great okay so that's the approvals the same kind of concepts of how you fill out these templates apply across the other action tools so i'm going to do the e-signatures next so even if you have docusign or adobe sign if one of your goals is to continue to reinforce that this should be the one source of truth the central hub the you know centralized location for your for your users of onboard then one way to help encourage that is to not use docusign or adobe sign but use the e-signature right so some of this is in within your power to help encourage or continue to give other options and i think we all know and i would be guilty of this as well any time were something news being introduced i'm unless i'm super excited for some reason and it's going to solve maybe something that is really meaningful to me a specific problem that i'm thinking of i'm going to stick with status quo so um if you have those other tools but you have the e-signature tool use it to your advantage to help reinforce um you know and have this investment provide its full benefits now if there are feature gaps then share those because we do know that you know we're not necessarily competing with some of those more robust tools so if there's something that you're trying to do that onboard cannot do for you then you know please please let us know if that's why you're not using the tool so um the esignature tool very simply is the ability to sign and or initial and um most recently so think about um board um like ethics um statements or confidentiality conflict of interest um travel when we're traveling travel authorizations um you know anything like that anything that needs a signature the minutes that need to be signed by the chair and the secretary or whoever signs right if they're users they could use the tool so approving the minutes is pretty common but here's a board statement of understanding so let's look at this one as an example this is a template you might need to make one per person so if you want an individual document per person which is pretty standard with some of these things then you're going to have to make one e-signature per person i have recently had groups who are like you know yes we've traditionally had a document that i file away per person but really what's only important to me as a institution or company or whatever is that i have everybody's signature so if it's okay that they that you end up with one document that has everybody's signatures on them then that would save you a little bit of time um you could then if you have a one-page document that they are supposed to read and then normally there would be a place for them to sign and print their name and date if you have 8 10 20 30 uh board directors trustees regents whatever they are make a signature page or two signature pages so now you have a three page document where it's the materials they read and then two pages for the signatory and then you can place the signature blocks for all of them and then you end up with one downloadable document so you have a couple of options there but you might need to consult with whomever is um like approved that form to see if that's okay so here's one where maybe you were doing a board statement of understanding with the fiscal year right and then you would put the name of the person if you want one per person so you would you would take this template set it up and then copy it so i'm going to copy this i'm coming over here on the left i'm in the e-signatures i have this i have a bunch of these saved as templates i'm not going to ever use my template i'm going to just copy it so i'm going to hover over it click the three dots click copy oh sorry kyle i saw can voters change their vote when the approval is open yes sorry yes as long as the vote is open let me go back to the approvals i'm sorry i'm going to jump back real quick because i just saw this question and actually i didn't um didn't finish it out which happens a lot and see here i'm guilty of it so um rewind nomination of new board member um we went through all of the people voting i'm the admin now i'm seeing the graphical results and the rule call so who has voted what percentage how many people once you have the number of votes that you need in order to make the final decision you'll be able to see that then you need to close it out so while it's in the open status as people are having discussion or people are casting votes you can change your vote so if i even switch back to the voter view i've already cast my vote down here is yes i have my history but i can change my vote to no in this case i have to apply my signature again because i have that feature enabled now it says my current vote is no and i have a running tally right so if i get influenced or i get new information then i can change my vote until it's closed so i'm going to change it back to yes okay as the admin you're watching for that to come through whether it's in a live or an in-between meeting situation and then if you don't have the end date which again i caution against the end date because you want to make sure you've got all the necessary votes to make a final decision then you close it that is what stops people from being able to change their vote however it is not the last step many groups stop here and this is where um you're missing an opportunity so you have to remember with the approval tool you actually have to change it from closed to finalize it is at this step when i click this that i'm going to actually enter in the final decision in this case i'm going to say yes it passed perhaps someone um voted over email or they weren't going to be in attendance but somehow it was okay for them to cast their vote whatever you could add additional you know so john um voted yes over email quorum received i don't even know if that's how you spell it okay submit okay finalize is what makes the downloads visible up until this point the downloads was grayed out so now i can click the downloads and see the report and i'm opening it so it's taking a few seconds here it's in word so if you needed to you could um um pin some things or whatnot but it's going to have what's the title of my item if i entered in the motion and second the open date and the close date my description the final vote that i marked past with any notes that i entered and then um this percentages as well as the roll call piece with their date and their signature and then all the discussion as well all uh recorded sorry i completely skipped that whole part okay and then that's what then on the right or the left excuse me moves it into this finalize where you can also see at a quick glance um the final result and you and if you don't finalize it that day it's going to um mark the decision with a date stamp right so if i should have finalized it a month ago and i just oh shoot i never finalized that you know the the day that you finalize directly correlates with what this stamp here is for passed on a certain date okay sorry about that um all right so i'm gonna come back over to the um the e-signatures and i had made i had my template i didn't use my template i clicked the three dots and i chose copy which made this copy here and it says copy right here so i'm gonna put my name in there take out the word template and i would put some instructions if i want you have to set who who's the signer that's the permissions i'm going to set myself as a signer since i copied it it carried over the permissions from my template right so make sure you always check your permissions if you're copying something because it carries over the permissions from the item you copied so i'm just taking everything off except for me the admin and making myself in that dual role admin and signer i already had the document on the template so it carried it over which saves me a little bit of time um so i've got the document i've got who needs to sign and now i have to say where do they need to sign so when i click the edit signature blocks it's going to open up the document that i've attached and display it to me so that i can then place where they should sign now it's very common of course when you're thinking about a traditional document to sign to have a print name you know printed name a signature line and a date you don't need three things you only need one line because the e-signature tool for onboard is going to put their signature automatically put their printed name and automatically put the date and time stamp so it consolidates all of that if i was ready i could go up to the top right and click finish and open but i want to go back to the details and just make sure we go over everything else right so i didn't put anything in the details i could please sign by such and such date contact me for questions again i'm going to allow to sign with any safe signatures they have as part of their profile and this if this box stays checked that means the signer can download a copy of the final executed document you as the admin can always download once it's done the final executed document with this signature so you can choose if they should need to be able to or not now if you are doing this to where back when i said you might want to have the board statement of understanding and then empty pages where you can put everybody's signature block and then you end up with one you probably don't want them to be able to possibly download it if you're doing that if it's just for them individually probably okay then the other cool thing is down here at the bottom you can actually um tell this to put a copy of it in your resources folder so you can select a path so you if you want to use this you have to first create a folder in your resources and then you can tell it when this is done put it in the resources and you can have a folder that maybe is only permissioned to you or to you and a chair etc whomever needs to have access to these legal counsel something like that so when i choose select the folder path um let's see i have like signed conflict of interest form so i'll just use that one and i'm going to go ahead and manually open it i'm going to get an email as the signer telling me i need to sign and then the other thing too is um let me click around here to make this refresh there we go when people sign log in if they received an email most times it's also putting a notification in their notification box here so here is the notification the electronic signature is now open so this mimics what i also would have received the email and also via push notification just looking at my watch to see yeah so they can click on the notification they can click on the email either one and then i have to switch to my signer role very easily i see here's my document and here i have to click to sign it opens up the document and i scroll through and read and if multiple people needed to sign i would only see my box i don't see other people's signatures or their boxes or know if there are other signers besides myself so i click where i'm designated to sign add my signature you can also do initials if you want them to also initial things and sign there's that option as well now i only initially see that at the bottom i've fulfilled all my signing requests and i get this green box that tells me i've signed and i'm done it won't actually show the signature until the admin closes it out so let me go back to my email for a moment and i as the admin received an email that says signatures are complete so you're gonna have that as your queue to go in and finish it out okay so then you go in you can go into the actions or you could have followed the link in the email that would have taken you right to it otherwise you'd have to navigate to it and then if you want to just double check did they really sign i just before i close it then just view the signature blocks again and you'll be able to see when you scroll that it's green right and now you feel okay i'm 100 certain i'm going to close it so i'm going back up to the status and closing it and because i'm describing it i know it feels more lengthy obvious this is so fast once you've done one or two it's just because i'm you know going through very granularly and describing it so i've closed it and now the download is available so i can click on the download it's opening a pdf so even if my document was a word document it's always going to download it as a pdf and here's my signature and here's where i told you it automatically adds my printed name and a date and time stamp automatically the other thing is because i told it to automatically put that in my signed resource folder i can go over to resources and go into my signed oops where's it at yes and okay so here's here's one of the things is it it puts it in here with the name of the document but not the title which is a little bit of a downfall so i have two that are named the same thing if i click on this one the first one i'll see as i look at it that that one was for jenny washington so you would probably want to rename it and make sure it has the name on it here so that's the e signature again it moves really fast um when you're once you've done a time or two uh any uh use cases or questions on the e-signature and i'm thinking to see if there's anything i forgot so again this is this is my e-signature area it's grouped by a draft open and closed so i can still get back to them here's the one that i just did down here under closed you can keep these cleaned out you can delete them um if you've downloaded it and either saved it into your resources or you have it you don't obviously have to keep it here so surveys is probably the most dynamic in terms of flexibility you can use the surveys for so here's some of the most common things doodle polls due to polls is something i didn't know about until i was in education working in um academia and i learned about this doodle poll right so doodle poll is one type of software where you can basically send out to as many people as you want and say you know i i need your feedback primarily for we're gonna do this and here are the dates pick the ones that work for you right so you can use the survey tool for something like that um when we're doing in-person meetings very common uh use is rsvps right are you attending the committee meetings and you can list them are you attending the board meeting are you coming to the breakfast are you going to the golf outing or whatever event football game um are you bringing a spouse do you have dietary restrictions so things that you might be again google docs or other survey tools survey monkey um qualtrics all of those work just fine right and in fact sometimes they have um additional capabilities but by and large we've been able to work with groups to use the survey tool and onboard and again you're just reinforcing all my activity related to the work i do for your organization or institution comes through from onboard so is there any example that you guys want to see um i've got a pledge form so i just work with a group on a pledge form where they're doing it by person and they're putting in to the description what the prior year pledge was and then asking them um to write in their pledge amount the pledge date right so there's different essay long answer there's check boxes there's radio buttons there's likert scale like from 1 to 10 or likelihood right or agreement strongly agree to strongly disagree and then essay long answer you can require questions or not you can add documents to support the question if you need to um now one thing is the survey tool and the e-signature tool and on-board are distinct many times we have forms where we want people to fill things out and sign and so um we have to get a little bit of creative here so for example instead of signing as you can see on the right we're doing by typing my name below i pledge etc etc and then i write my name in um let me go back to another one that's common for surveys um like a disclosure report so here do you have any personal interest that's a conflict by checking the box below i certify and acknowledge and you can make this required so basically instead of them signing you can force them to check a box to certify and then down here you can make them write their name and write the date so there are some creative things you can do in lieu of a you know what signature or a electronic signature with having them name and date and do things like check a box to certify another one is very simple surveys after every meeting so we have um we have here's a really simple meeting evaluation so i'm switching to the respondent view and over here's the description please complete the short questionnaire at the conclusion of the meeting three things were the objectives of the meeting covered to your satisfaction rate the length of the meeting and what are the most important topics we need to cover at the next meeting three questions two required and this one's optional you can then link this like i showed you how you can link to an agenda item so that in the adjournment area at the very end you just set this expectation every time just answer these three short questions before you leave the meeting it it you can set it to open so it doesn't open until at least the meeting has started right you can do the start date where it automatically opens for you you can have a template that you repurpose every meeting and then you just get in the habit of setting the start date and linking it to the adjournment and the important thing though is if you're going to ask people for a survey that you read it right and then you acknowledge or you take action based on the feedback so of course we want to be thoughtful about not only asking those but then if if somebody if several people say that there's an important topic to cover you you know hopefully you're either covering that or saying why you're not covering that so you can do a very simple one you could do a very detailed one here's a more detailed one asking more details about was the agenda clear was everybody prepared um it was guided effectively so we're kind of reading the chair committee chairs were prepared so on and so forth so i have lots of examples if you ever want to including like evaluations of your president ceo performance evaluations self-assessments and again i can help you pick the format the question or translate that over from whatever you're doing today into onboard if you want to share those with me and i do that all the time i will help you build it i'll build it for you whatever you want to help you use uh help you use this okay well i told you guys i was gonna be talking the whole time so i delivered on that um thanks for hanging with me we've got just a couple minutes left hopefully um hopefully this helped um let me know if you can think of anything that you'd like for me to show you that i didn't or a specific use case that you're curious about thanks thanks so much for the feedback so try it try it out i know in the beginning we are so focused and this is important right to focus on kind of baby steps dip your toes in if you're if your board group or director group is not already using things digitally you know this is a big change for them you can start with just the meetings and the resources and the core functionality don't forget that you have all of these other useful tools and one last thing i want to leave you with is on the dashboard on the dashboard one of your panels i'm scrolling is you can add an actions panel so if you have open actions and you can prioritize this you can put this at the very top of your dashboard under your edit panels you can pick which panels you want in what order and then that way when they land on your dashboard they also have that reminder oh yes i have this statement of understanding that's due or whatever that might be and only the people that need to vote or sign or respond see it on their dashboard and if you need help introducing this we have resources i can help create custom resources you can put do a weekly pro tip for onboard on your announcements like this onboard protip messenger we're planning to begin using this tool here's step-by-step instructions oh yes okay question about yay minutes builder real quick um we have a ever product roadmap um depending on lots of different things but the meeting minutes is coming meeting minutes is going to be part of a package called productivity if you don't know if you're going to have it then email me so i have to look at each of you um what package you have um because we've renamed some of the packages as well so minutes builder very exciting is coming within the next month or two so this year and it's so cool i'm so excited you can do send your minutes out for approval you can export them you can add footers and headers and have an approval workflow and assign action items and make motions with your minutes and do tasks and all kinds of cool stuff so um if you want um more info um i can set you up so let me know minutes builder is coming yay i know me too everybody's excited about it all right thanks guys for hanging with me on this friday this was the last one in the live series everybody will get an email tomorrow whether you attended what you did or those who are going to be watching this recording you'll get an email if you registered 24 hours later and if you want any of the other recordings shoot me a note and i will get them over to you thanks for watching appreciate you guys have a good day