How to create a Board of Directors Site in SharePoint Online

As a SharePoint consultant, I work with many non-profit organizations, helping them transition to SharePoint Online and help take advantage of many excellent collaboration features available in SharePoint and Microsoft Teams. Many nonprofits and for-profit (commercial organizations) have a Board of Directors/Executive committee that oversees the actions of those organizations.

• Step 1: Determine the proper type of site
• Step 2: Decide on the site template/look and feel strategy
• Step 3: Inventory the content you will have on the Board of Directors Site
• Step 4: Translate the content to Web Parts in SharePoint
• Step 5: Create the Board of Directors Site
• Step 6: Configure Security & Permissions + External Sharing settings
• Step 7: Configure Group Outlook email settings
• Step 8: Decide on the authentication model
• Step 9: Create/Invite external users
• Step 10: Conduct SharePoint/Teams Training

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