Everything your board needs to lead with discipline
Structured meetings, expert perspectives, documented decisions, and accountability that carries forward—built for organizations that deserve great leadership.
Meeting modes
Three formats for three kinds of leadership moments. Use them individually or combine them into a regular board cadence.
Live Session
Your full board, in real time
Run a structured board meeting in a live boardroom. You participate as chair while directors debate from their areas of expertise. Your secretary orchestrates the agenda, manages procedure, and prepares minutes when the session closes.
Invite team members, partners, or advisors to join via video. Motions, votes, and resolutions are recorded with a full audit trail. Schedule ahead or meet now when urgency strikes.
Best for: Monthly or quarterly board meetings, major strategic decisions, and situations where you want to hear the full board deliberate together.
Executive Review
Strategic input on your schedule
Submit a briefing describing your situation, desired outcomes, and any supporting documents. Your board deliberates without you present and returns written recommendations—not follow-up questions.
You receive a structured board response when deliberation is complete, with an email notification when it's ready. Executive Review is ideal when you're focused on execution and need strategic perspective without blocking your calendar.
Best for: Growth decisions, hiring choices, market expansion, operational pivots, and any question where you want the board's collective view before you decide.
1:1 Director Session
Deep focus with one expert
Meet privately with a single director on a specific challenge. Add context, upload supporting materials, and work through the issue one-on-one. Your secretary takes notes throughout and prepares a session summary when you close.
Use director sessions for weekly KPI check-ins, cash flow reviews, marketing strategy deep dives, or any topic that benefits from sustained focus in one discipline. Summaries can be exported as PDF.
Best for: Ongoing advisory dialogue, performance reflections, and tactical decisions within a single domain.
Board Secretary & governance
Every meeting follows structure. Every decision is documented. Nothing gets lost between sessions.
Meeting orchestration
Your secretary opens each session, frames agenda items, pauses for your input as chair, and closes with minutes preparation.
Agendas & old business
Agenda items are built with clear types—discussion, decision, consent, report. Unfinished business and open questions loop into future meetings automatically.
Minutes & decisions
Draft minutes are generated after each session. Approve, regenerate, or export. Every resolution and vote is recorded.
Institutional memory
Decisions, priorities, and risks are extracted and carried into future sessions. Your board remembers what mattered last time.
Action items
Commitments are tracked with owners and due dates. Open items surface on your dashboard and in the next agenda.
Parliamentary modes
Choose the governance style that fits your organization—Consensus for nonprofits, Advisory for SMBs, Strict parliamentary procedure, or Custom rules.
Your board, your way
Customize every aspect of your leadership platform to match how your organization actually works.
Customize your directors
Add, replace, or adjust board members from a diverse roster of specialized directors. Set interaction tone and outside perspectives per member.
Company profile
Mission, vision, values, and ideal customer profile inform every recommendation your board makes.
KPIs & performance
Track success metrics with charts and reflections. Directors propose KPIs during your first board meeting.
Documents
Upload files for meeting context—financials, plans, contracts—and your board analyzes them during deliberation.
Team access
Invite colleagues to your organization with role-based access to meetings and settings.
Coach integration
Link a business coach who can set accountability goals and contribute observations to your board meetings.
For coaches
Extend your coaching practice with a leadership platform your clients use between sessions—and visibility tools that make your time together count.
AI client briefings
Before each client conversation, receive an accountability-focused briefing synthesized from their meetings, KPIs, assignments, and alerts.
Accountability assignments
Set titled goals with due dates. Track status—on track, behind schedule, or completed—across your client roster.
Coach observations
Write guidance that is embedded into every future AI board meeting for that client, shaping recommendations without replacing the board.
Client KPI management
View and edit client KPIs. See performance trends and help clients stay focused on what matters.
Portfolio summary
See which clients need attention, which are thriving, and which are making steady progress—all from one dashboard.
Private coach notes
Keep internal notes that stay between you and your practice, separate from what the client sees.
The live boardroom
When you need the full board together, My Board OS delivers a structured, professional meeting experience.
Video for human participants
Team members and advisors join via integrated video. AI directors participate through structured deliberation with optional voice.
Motions & votes
Formal motions are proposed, seconded, debated, and voted on with parliamentary integrity. Your secretary never invents votes or outcomes.
Full audit trail
Every deliberation, resolution, and commitment is recorded. Review meeting history anytime and export session summaries.