1. Create your account
Create an account from the signup page, or accept your invite link if your organization invited you first.
Guide · Getting Started
Get your board workspace live in one rollout
This summary guide is the fastest path from account creation to a complete board operating setup. Follow the steps in order and use the linked deep dives where needed.
2. Set up organization and invite members
Define your core roles (Chair, Member, Secretary) and invite your board or leadership team so approvals and meeting workflows are ready.
3. Import historical signed minutes
Move existing signed minutes and legacy board records into Stride so your governance history is searchable in one place.
4. Plan the board year
Create your yearly meeting cadence, draft agendas early, and align attendees before circulation.
5. Operate with audit-ready workflows
Use approvals, signed minutes, and clear records so every cycle is traceable and compliant.
Suggested rollout order
- Week 1: Account setup, organization basics, and member invites.
- Week 2: Import legacy minutes and verify board history.
- Week 3+: Run your recurring meeting cadence with agenda, approvals, and signed minute workflows.
Related board software topics
Use these pages to connect this workflow to broader board portal, meeting software, decision tracking, and governance requirements.
Understand where each guide workflow fits in a full board portal implementation.
See how agenda, invites, and minutes processes map to board meeting software needs.
Connect guide playbooks to decision ownership and execution tracking.
Review governance and compliance expectations tied to board operations.