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