SERVICES

Strengthen the relationship between the Board and Executive Director

Clearly define roles and responsibilities among leadership, as well as expectations

Review fiduciary duties of leadership

How does leadership show up as ambassadors of your organization’s core values?

Do your governing documents serve the needs of your organization?

When did you last evaluate and update your Bylaws? your Articles of Incorporation?

Does your governance structure adequately and appropriately empower your leadership?

Are you in compliance with your legal and fiduciary obligations?

Clarity and definition around the roles and responsibilities of your board members vis-a-vis staff

Solidarity and trust within your board-executive director relationship

Engagement and interest among your board members

Current and useful governing documents that serve the needs of your unique organization

Are your mission, vision and core values aligned with your work?

Set a short-term (three-year, five-year, etc.) plan with objectives, goals and action items, along with metrics for success

Establish tools and reporting structures to track progress and ensure accountability

Do your programs function properly?

Are your programs addressing current needs?

How do you report on the outcomes of your programs?

Do you have the tools and resources to launch new programs successfully?

A clear, up-to-date mission statement, vision and set of core values

Communication and consensus on objectives, goals and action items

An achievable, trackable and measurable short-term strategic plan

Assessments, reports and metrics to track program effectiveness

How do you both manage and leverage your passion?

How are you investing in your organization’s resources?

Are you capturing your donors and attracting talent, and retaining both?

Does your staff have sufficient resources to complete their work and serve as ambassadors for your organization?

Are the roles and responsibilities of the board, ED and staff clearly defined, shared and regularly reviewed?

Do you produce captivating annual reports that tell your story effectively?

Is your brand and your messaging clearly displayed through your website, social media and other marketing channels?

Do you have an effective knowledge management system and succession plan in place?

Effective communication– both internal and external

Collaboration

Dedication

Productivity