Built for boards and finance committees
Planning tools for boards and finance committees
Clear reports, honest risk pictures, and a board that knows where it stands, without asking staff to rebuild spreadsheets before every meeting.
- PDF board reports and present mode
- Viewer access to read, present, and download reports
- A Board Portal for meetings, board packages and minutes
- Facilitated board reviews available from Dewling Strategies
The planners that fit
Each planner has a guided tour, built-in Help, Excel import, PDF board reports, and cloud save.
Board Governance Scorecard Pro
A governance scorecard, a board skills matrix with director self-ratings, and a confidential online survey on team plans.
Open plannerOrganizational Assessment Pro
A 41-question health check across eight areas, with scores, red flags, and next steps for your board.
Open plannerRisk Management Planner Pro
A risk register your board will actually read, with a PDF board report and present mode.
Open plannerPortfolio Asset Strategy Planner Pro
A portfolio strategy your board can follow, building by building.
Open plannerBoard Portal
Run your board meetings in one secure place
Schedule meetings, build the board package, record minutes and actions, and keep your policies and declarations where every director can find them. No more chasing attachments by email.
- Upload Word, Excel and PDF files; the portal builds one combined PDF package
- Meetings show as confirmed the moment they’re scheduled, with the agenda and package to follow
- Directors add meetings to Outlook, Google or Apple Calendar with a private link
- In-camera items need two-step sign-in and stay hidden from guests
- Install it on a phone or computer as its own Board Portal app
- All files stay in Canada
On its own
$1,495 / year, plus tax
Up to 25 board members, unlimited guests and presenters, and 2 admin seats. Annual, paid by card or invoice.
See pricing and buyAlready included in the Individual Suite and every team plan. Sign in to your portal
Also built for
Get every planner for $995 a year
Or bring your team, with orientation included, from $2,495.