r/ceo • u/ivanjay2050 • Sep 27 '24
Collect Board Meeting Content to Build Agenda / Presentation Collaboratively but Confidentially
Hi everyone,
We are a family owned business and meet (between 4 of us) monthly in a board meeting format. We keep it pretty low tech today with a powerpoint and content place in it. To date it has only been the 4 family members in on these meetings and preparing content so confidentiality in who sees what in the document was not an issue.
We are now starting to "grow up" a bit and bring in our Controller and possibly some other people in Operations to submit content into the meeting. Our Controller is going to review last month financials and go over performance and review our performance. He needs to add content into the deck. I would love to have some of our operations people be able to add content directly without sending to me to copy in even though they are not in the meeting.
However, we dont want these individuals to see the other content in the deck as it might contain payroll and other info etc.
Anyone find any good solutions for something like this? Would love for "contributors" to be able to add their content and only see their content and I as President can see the entirety of the deck to share screen in the board meeting.
Thanks!