INTAKE: DIAGNOSTICS AND ANALYSIS
In order to determine a treatment plan, the first phase typically involves diagnostics and data analysis. This can take several forms, most commonly:
- Learn the Perspectives of Board and Senior Staff Members:
Meet with leadership to 1) determine the primary issues facing the organization; 2) elicit views regarding board performance; and 3) learn the historical and current context of the organization and governance. Several methods are helpful and may include interviews, short questionnaires, or board self-assessment surveys.
- Meeting Observations:
For some engagements, observation of the board and/or committees in action at meetings is performed with an eye to how the agenda was developed and moderated; how tightly conversations are linked to matters of symbolic or strategic significance; how actively and evenly board members are engaged; and overall group dynamics.
- Data Analysis:
We analyze and summarize the data from a document review (could include Bylaws, past two agendas and minutes, most recent board assessments, strategic plan), observational notes, interviews, short questionnaire, and board self-assessment in order to identify key concerns, common themes, indicative data, representative anecdotes, and central conclusions. All self-assessment survey findings are reported in the form of a PowerPoint slide deck.
Cathy conducted a governance retreat for us and she was everything (and more) than I could have hoped for. She provided us very good and specific information, some wonderful strategies, ideas to consider, and put it to work for us in ways that we could see how best to move the work of our board forward. She was fantastic!