My Board OS

Enterprise Plan Best Practices

The Enterprise plan ($499/month) is built for high-volume leadership. With near-unlimited live sessions and executive reviews, substantial AI token and video capacity, and 50 GB of storage, Enterprise fits organizations that treat the board as an operating rhythm — not a quarterly event.

Your Enterprise Limits

  • 8,000,000 AI tokens
  • 99 live sessions
  • 99 executive reviews
  • 12 director sessions
  • 6,000 video participant minutes
  • 50 GB document storage

Note: Enterprise includes the same features as Starter and Growth — what changes is capacity. Director sessions are still capped at 12 per month, so plan those deliberately.

Who Enterprise Fits Best

  • Leadership teams running weekly or biweekly live board meetings
  • Fast-moving organizations submitting frequent executive reviews between live sessions
  • Associations and multi-stakeholder organizations with regular video participation
  • Document-heavy operations that need substantial storage and AI token headroom

Recommended Meeting Architecture

At Enterprise scale, assign each meeting type a clear role:

LIVE SESSIONS — the board table

  • Monthly full board for strategic review, KPIs, and major decisions
  • Weekly or biweekly leadership standups for urgent topics, open actions, and chair questions
  • Reserve live sessions for topics that benefit from real-time debate and motions
  • Invite the right humans via video — 6,000 video minutes supports regular multi-participant attendance

EXECUTIVE REVIEWS — the async strategy engine

  • Use as a continuous advisory pipeline without blocking calendars
  • Submit pre-decision briefings, hiring choices, operational pivots, and sensitive topics
  • Be specific about questions and desired outcomes
  • State constraints upfront — budget, timeline, resources
  • Route written recommendations into your next live session as consent or decision items

DIRECTOR SESSIONS — deep 1:1 expertise (plan deliberately)

  • Weekly KPI or cash-flow check-ins with your finance director
  • Domain-specific deep dives before elevating to the full board
  • Tactical decisions that do not need full deliberation
  • Stay within the 12-per-month cap — do not burn director sessions on full-board topics

Sample Monthly Rhythm

  • Week 1 — Live session: monthly strategic review and KPIs
  • Week 2 — Executive review on a major decision; director session for a finance deep dive
  • Week 3 — Live session: leadership standup on open actions
  • Week 4 — Executive review to set next month's priorities
  • Ongoing — Additional live sessions and executive reviews as needed; director sessions within your 12-per-month cap

Team Structure

Enterprise organizations usually have more humans in the room:

  • Owner — billing, coach connection, final authority
  • Administrator — scheduling, governance, team management
  • Board Member — partners and executives who vote and chair
  • Advisor — external consultants who speak but do not vote
  • Viewer — silent observers (investors, board observers) who need read-only access

Keep billing on the Owner. Give Administrators scheduling and governance control so leadership is not the bottleneck for every meeting. See Team Roles and Permissions.

Governance At Scale

More meetings mean more need for consistent procedure:

  1. Choose the right parliamentary mode (Account → Governance):
  • Consensus — nonprofits and collaborative cultures
  • Advisory — SMBs wanting structured input without heavy procedure
  • Strict parliamentary — associations and governance-heavy organizations
  • Custom — mix rules to match your bylaws
  1. Set governance rules once — vote thresholds, debate limits, consent agendas, motion requirements
  2. Use motions and votes deliberately in live sessions — every resolution is recorded with an audit trail
  3. Approve minutes and memory entries promptly so institutional memory stays accurate across many meetings

DOCUMENTS, MEMORY, AND STORAGE

At Enterprise volume, document hygiene matters:

  • Centralize financials, strategic plans, and recurring reports in your document library
  • Tag and organize by topic or quarter so pre-meeting uploads are fast
  • Review institutional memory periodically — approve entries that should carry forward
  • Complete your Company Profile and KPIs so directors perform well across high session volume
  • 50 GB is substantial; still archive old uploads you no longer need for active deliberation

Coach Integration

If you work with a Board OS Partner coach:

  • Link via Account → Organization with their invite code
  • Pair coach accountability goals with regular executive reviews and live check-ins
  • Coach observations flow into future AI board meetings automatically

See Connecting a Business Coach for details.

Usage Monitoring

Even at Enterprise scale, track consumption on your dashboard and Account → Plan & billing:

  • Director sessions — the tightest cap at 12 per month
  • Video minutes — 6,000 is generous but accumulates with large, long meetings
  • AI tokens — 8M supports heavy use; very document-rich or long sessions add up
  • Storage — 50 GB is substantial; periodic cleanup still helps

Limits reset each billing period.

When Growth May Be Enough

Enterprise may be more than you need if you hold only one to two live sessions per month and a handful of executive reviews. Growth ($199/month) is the sweet spot for regular board cadence without week-to-week volume.

See Growth Plan Best Practices for guidance on that tier.

Every business deserves a great board.

Start building yours today — expert perspectives, structured accountability, and guidance tailored to your industry.