In this video, I walk you through the step-by-step process of creating a dedicated Board of Directors site in SharePoint. Whether you're a SharePoint admin or a business user, this guide will help you set up a secure, organized, and professional site for board members to collaborate and access important documents.
00:00 - How to create Board of Directors Site
01:38 - Step 1: Determine the proper type of site
05:20 - Step 2: Create a Team Site without a Microsoft 365 Group
10:33 - Step 3: Determine the content for the Board of Directors site
12:35 - Step 4: Add a Document Library
15:21 - Step 5: Add a Calendar
21:12 - Step 6: Add a Contact List
26:40 - Step 7: Add a Phot Gallery
30:53 - Step 8: Add an Action/Issues Log
35:54- Step 9: Add News & Announcements
41:56 - Step 10: Add Links to other sources
44:38 - Step 11: Configure OneNote Notebook for Agenda and Meeting Minutes
48:31 - Step 12: Edit the Page
52:40 - Step 13: Ste up Security & Permissions
➡️ What you’ll learn:
- Choosing the right site template (Team vs. Communication site)
- Setting up web parts like Document Libraries, Quick Links, and News
- Managing site permissions to ensure confidentiality
📌 Article with additional instructions: https://sharepointmaven.com/how-to-create-a-board-of-directors-site-in-sharepoint-online/
👍 Like the video if you find it helpful, and subscribe for more SharePoint tips and tutorials!
Check out additional examples of SharePoint sites here: https://lookbook365.com/