If you have reached this page, you are probably interested in some consulting assistance for your board.

However, you may not know exactly what is needed to get your board running more effectively. Here is a list of options to jumpstart your thinking. I welcome the opportunity to talk or correspond about your situation in order to help you clarify your situation and offer service suggestions. Click here to link to my contact page.

Governance Process Consulting Services

"Traditional Governance" Consulting Services  

Governance Process Enhancement

Not every board is interested in Policy Governance but everyone is interested in governing effectively, with integrity, and accountably. Whether your board struggles to clarify roles, run efficient meetings, use volunteers effectively or keep destructive conflict out of the board room, know that I can facilitate positive results that get your board on the path of effective, accountable governance.

Governance Process Evaluation

Whether you are using Policy Governance as your approach to governance or depend on divine intervention to keep your board in order, this evaluation that combines surveys, interviews and document reviews, will result in a clear picture of where your board's strengths and challenges lie.

Policy Governance® Training

Model Orientation

This one day, highly interactive orientation to Policy Governance provides a board with the information they need to make an educated decision about whether Policy Governance is right for them – an whether they are ready for Policy Governance. This is also perfect for community wide training opportunities and often sponsored by area foundations.New board member training

You can hand a new board member a book or provide them with an interactive learning session designed to orient them to their governance responsibilities personalized to your unique organizational circumstances. Which scenario do you think will produce the most effective board member?

Initial Policy Development facilitation

Usually done over a two-day retreat, organizations will completely customize policies that will guide their behavior as a board, their relationship with the CEO and limit the CEO's management options. The board will also build their nuanced understanding of Policy Governance, do some role playing, and begin creating a clear verbal picture of the end results they want the organization to achieve.

Implementation package

For boards ready for implementation, this 12 month service includes a policy development blitz (1.5 days), spot training beyond the model orientation session, board meeting coaching, monitoring process coaching for the CEO and chairperson coaching.

Still not sure about how to implement Policy Governance in your organization?

Here is a link to a step by step implementation plan for you to study.

Coming soon – Policy Governance® Snapshot Webinar

Look for this 60 minute (three 20 minute units) overview of the Policy Governance model. This session is perfect for people who prefer to learn by listening rather than reading, those curious about whether Policy Governance but not ready for a comprehensive orientation or those who need a basic, working understanding of the model.

Fine-tuning for Policy Governance® Boards  

Policy set assessment

One board responsibility is to craft governance-level policies. However, if the board isn't being vigilant, internal concerns may creep into Ends Policies and means prescriptions may sneak into Executive Limitations? I'll spot them and help the board put things back in order.

Complete Policy Governance assessment

How effectively is your board using Policy Governance? What areas could be strengthened to improve your governance effectiveness? I'll do a thorough assessment and a verbal and written report to the board.

Customized training for trouble spots

Is your board stuck on certain aspect of Policy Governance? Perhaps the board struggles to get a handle on its ownership linkage responsibilities or the board and/or CEO don't feel as if the monitoring process is working as efficiently as possible. I can deliver training that gets to the heart of things – then switch into facilitation mode to help your group develop a plan turn the issue into an asset.

Ends Policy Development

Does it just seem to work better when a professional facilitates the development of your board's initial set of ends policies? As a trained facilitator and Policy Governance expert, I will make sure your policies are model consistent and help you develop an input plan so your final policies are everything they need to be; visionary, yet attainable, outwardly focused, and inclusive of all the key ends elements.

Remote Coaching

Attention CEOs, boards, and board chairs: do you need an expert on call (phone, e-mail, video cam)? Set up an inexpensive retainer contract with me and get fast input on technical issues, model interpretation, or board process tips and techniques.

"Call to Order"
Governance Blog

Board Governance defined: 

"Governance is the coming together of a group of elected or appointed individuals to act as one for the purpose of guiding the organization of which they hold trusteeship toward the accomplishment of its ends, while establishing appropriate boundaries for accountability." 

- John Carver

Accountability:

"The single major challenge addressed by corporate governance is how to grant managers enormous discretionary power over the conduct of the business while holding them accountable for the use of that power."

- Robert Monks