Bring your strategic plan to life with BoardMax Strategy

Your strategic plan, realized

A board portal streamlines and centralizes all meeting, member and document management to help boards operate more efficiently and effectively. With BoardMax Strategy, go a step further and drive your board to action.


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BoardMax Strategy makes it possible to operationalize your organization’s strategic plan. A multi-year strategic plan, goals and strategies can be housed and tied to meetings, members and tasks, and paired with robust reporting capabilities. As a result, the organization’s focus is kept front and center.

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Align board activity with strategy

Don’t lose sight of what matters most. A rich-text editor and pre-built fields make it easy to upload your strategic plan into your board portal.

Assign individual strategies to a board, committee or member to create ownership and accountability. Built-in tools make it easy to continuously manage meetings and tasks against your strategic plan, and get more out of every meeting.

Security roles designate who can view, revise or manage the strategic plan.

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Track progress against goals

Relate agenda items, tasks, member polls and fundraising to a strategy, adding purpose and focus to board activities. Start and end dates and goal values make strategies time-constrained and measurable, and as a result, easier to report.

BoardMax Strategy also includes a robust reporting dashboard and creates full transparency across the organization. Track the status of strategies in real-time, and monitor progress by goal, committee or task owner.

Meeting, member & document management meeting-member-document

A new breed of BoardMax

BoardMax Strategy ensures all board activities are purposeful and goal-oriented. Rolled in are all the features of BoardMax Portal and BoardMax Performance, including meeting, member and document management. Board administrators, members and executives have everything they need at their fingertips and on the device of their choosing.

Explore how BoardMax Strategy can better align your board with your organization’s mission and goals. Schedule a personalized demo to see the product in action.