Services and Process

What We Do And How We Do It

Services – Consulting, Advising, and Coaching

• Review of bylaws and current practices
• Strategic plan review and comment
• Board’s role vis-à-vis management’s
• Board and committee meeting observations and report
• Boards retreats
• Board educational workshops and clinics
• One-on-one interviews (with board, CEO, and senior staff members, as appropriate) and report
• Board self-assessment
• Committee self-assessments
• Individual board member assessments (self and 360)
• Board composition plans
• Assistance with board roles, responsibilities, norms, and behavioral expectations
• Board Chair selection and succession processes
• CEO-Board Chair relationship and coaching
• Board meeting agenda development

Custom Processes

We help organizations create the conditions to sustain high performance (without a crisis) through careful consultation with staff and board members and the custom design of processes and practices designed to create and sustain governance excellence.

For organizations interested in a deeper, customized approach, we recommend taking steps in three areas: 1) Intake, 2) Treatment, and 3) Ongoing work.  Click on the any of the following phases for more detail.

Intake: Diagnostics and Analysis – Phase 1

Treatment: Action – Phase 2

Ongoing Services/Coaching – Phase 3