We coach nonprofit boards of directors

Board Assessments

We typically start with a board assessment. We offer three assessment options.

In addition to assessments, here are our three most popular services

Online SurveyOption 1Option 2Option 3
Board chair and executive directorxxx
Full Board (up to 10 people)xxx
Senior team (up to 5 people)xx
Select key stakeholders (up to 5 people)x
Desk ReviewOption 1Option 2Option 3
Bylawsxxx
Minutes of last 4 meetingsxxx
Board packages from 4 board meetingsxxx
Board policies and proceduresxxx
Committee chartersxxx
Committee meeting minutes from last 4 meetingsxxx
Materials used to onboard new board membersxxx
Form 990xx
Current board-approved strategic plan, operating plan & budgetxx
Websitex
External communications sent from the board over the last yearx
InterviewsOption 1Option 2Option 3
CEO and Board Chairxxx
Full board (up to 10 people)xx
Senior team (up to 5 people)x
Select key stakeholders (up to 5 people)x
RecommendationsOption 1Option 2Option 3
Written recommendationsxxx
Presentation to chair and EDxxx
Presentation to full boardxx
Presentation to key stakeholders (up to 5 people)x

A good working relationship between board chair and CEO/ED is the key to both a high-performing board and a high performing organization. We coach both parties to this relationship to help them understand themselves, each other and their own stakeholders. Based on our extensive experience of what works – and what doesn’t – we help chairs and CEO/Eds create an effective structure for working together, tailored to their specific situations.

We'd love to learn more about you and answer any questions you may have.