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
“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.”