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


“Cathy brings incredible expertise and insights to her work with governing boards. I have engaged her consulting service on multiple occasions, and once again, she was instrumental in getting the board on the right path.”

Dr. Steven H. Kaplan

President, University of New Haven and the Lyme Academy College of Fine Arts