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Getting Started with Govrn: Your Complete Guide

Welcome to Govrn—your comprehensive platform for efficient board management and governance! This guide will walk you through the essential steps to get started and run effective board meetings.

1

Set Up Your Groups

Groups in Govrn help you organize your board members into committees, ensuring the right people have access to the right information.

Creating Groups for Committees

  • 1
    Navigate to Members > Groups in your dashboard
  • 2
    Click 'Create New Group' to set up a committee
  • 3
    Name your group (e.g., 'Finance Committee', 'Audit Committee')
  • 4
    Configure access permissions for historical data
  • 5
    Save your group settings
✨ Pro Tip

When setting up groups, carefully consider historical data access permissions to ensure appropriate information sharing while maintaining confidentiality.

2

Invite Your Board Members

Add your board members to Govrn with the appropriate roles and permissions.

Member Invitation Process

  • 1
    Go to the Members section
  • 2
    Click 'Invite Members'
  • 3
    Enter member email addresses
  • 4
    Select appropriate role (Admin, Member, or Observer)
  • 5
    Send invitations
✨ Pro Tip

Assign roles carefully: Admins have full system access, Members have standard access to their assigned groups, and Observers have limited viewing permissions.

3

Master the Meeting Lifecycle

Successful board meetings happen in three phases: Before, During, and After. Here's how to manage each phase effectively with Govrn.

Before the Meeting

Proper preparation ensures productive meetings. Follow these steps to set up for success:

  • 1
    Schedule the meeting with date, time, and location
  • 2
    Create a detailed agenda with key topics
  • 3
    Upload and organize relevant documents
  • 4
    Send meeting invitations to participants

During the Meeting

Use Govrn's real-time features to facilitate efficient discussion and decision-making:

  • 1
    Take attendance and confirm quorum
  • 2
    Follow the structured agenda
  • 3
    Record key discussions
  • 4
    Use real-time document collaboration
  • 5
    Capture Action Items and Resolutions

After the Meeting

Ensure follow-through and maintain momentum with these post-meeting actions:

  • 1
    Finalize meeting minutes
  • 2
    Get minutes signed by required participants
  • 3
    Share approved minutes and resolutions
  • 4
    Track progress on action items
  • 5
    Prepare for the next meeting
✨ Pro Tip

Use Govrn's document collaboration features throughout all meeting phases to maintain a single source of truth for all board materials.

Ready for Effective Governance

You're now equipped to use Govrn for managing your board effectively. Remember that successful board management is an ongoing process, and Govrn is here to support you at every step.

Here's to better board management! 🎉