
Board Health & Planning
Transform Your Board from Adequate to Exceptional
Is your board functioning at its highest potential? In today’s complex organizational landscape, an effective board isn't just a governance requirement—it’s a strategic advantage. Our comprehensive Board Health & Planning services provide the assessment, guidance, and implementation support needed to transform your board from adequate to exceptional.
Our Approach
We believe that exceptional boards require a holistic approach—combining rigorous assessment with strategic planning and practical implementation. Our team of governance experts brings decades of experience across industries, providing customized solutions that align with your organization's unique needs and challenges.
Our Board Health & Planning Services
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Gain critical insights into your board's current effectiveness through our comprehensive assessment process. Our evaluation framework examines:
Board Composition & Structure - Evaluate diversity of skills, experiences, and perspectives
Meeting Effectiveness - Assess information flow, discussion quality, and decision-making processes
Strategic Engagement - Measure the board's focus on long-term organizational priorities
Stakeholder Relationships - Evaluate board connections with key constituencies
Leadership Dynamics - Assess chair effectiveness and member participation patterns
Our assessment combines confidential surveys, one-on-one interviews, meeting observations, and document reviews to provide a nuanced understanding of your board's strengths and opportunities for improvement.
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The foundation of organizational effectiveness begins with clarity around mission, vision, and core values. Our facilitated review process helps boards:
Evaluate the continued relevance of mission and vision statements
Assess alignment between stated values and organizational behavior
Identify gaps between aspirational and actual organizational culture
Create compelling, concise statements that inspire stakeholders
Develop practical frameworks for mission-aligned decision making
Through structured discussions and collaborative exercises, we help your board articulate the fundamental purpose and principles that guide your organization.
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Transform your strategic vision into actionable plans across multiple time horizons. Our strategic planning services include:
One-Year Operational Plans - Detailed roadmaps with specific metrics, responsibilities, and timelines
Three-Year Growth Strategies - Medium-term initiatives focused on organizational development and market positioning
Five-Year Transformation Plans - Comprehensive strategies for achieving substantial organizational evolution
Ten-Year Vision Mapping - Long-range planning that addresses fundamental market shifts and organizational aspirations
Our facilitated process combines external environmental scanning with internal capability assessment to create strategic plans that are both ambitious and achievable.
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Ensure your governance framework provides clear guidance while allowing appropriate flexibility. Our policy manual revision services include:
Comprehensive audit of existing policies against current best practices
Identification of policy gaps, redundancies, and outdated provisions
Development of tailored policy templates adapted to your specific context
Creation of user-friendly formats that improve policy accessibility and implementation
Establishment of regular review cycles to maintain policy relevance
We help transform cumbersome policy manuals into streamlined governance tools that enhance board effectiveness rather than constrain it.
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Unlock your board's full potential by understanding the unique strengths and working styles of each member. Our assessment-based discovery process helps:
Identify Individual Strengths - Recognize each member's natural talents and contributions
Optimize Team Dynamics - Create complementary partnerships that leverage diverse abilities
Enhance Communication - Develop shared language around working preferences
Reduce Friction - Minimize misunderstandings based on different working styles
Maximize Board Effectiveness - Align board assignments with natural strengths
We offer a variety of validated assessment tools, including:
Patrick Lencioni's Six Working Geniuses - Discover where board members naturally contribute and where they struggle
CliftonStrengths - Identify each member's top natural talents from 34 strength themes
Biblical DISC - Understand behavioral styles through a faith-informed personality framework
Enneagram - Explore motivations and patterns of thinking through this powerful personality system
Additional Assessments - Customized tools based on your board's specific needs and context
Our facilitated discovery process includes individual assessments, personalized interpretations, and collaborative workshops that build mutual understanding and appreciation among board members.
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Optimize your committee structure to enhance board efficiency and effectiveness. Our restructuring services include:
Assessment of current committee functions against organizational needs
Recommendations for committee consolidation or creation
Development of clear committee charters with defined responsibilities
Creation of annual committee work plans aligned with organizational priorities
Design of efficient reporting mechanisms to the full board
We help transform committees from administrative burdens into powerful engines of board productivity.
The Difference We Make
Organizations that engage with our Board Health & Planning services report:
More focused and productive board
meetings
Improved strategic alignment between
board and executive leadership
Enhanced ability to anticipate and respond
to organizational challenges
Stronger stakeholder relationships and accountability
Higher levels of board member
engagement and satisfaction
Purposeful Pairings
Our Board Health and Planning services work hand-in-hand with Executive Action Planning to create a seamless flow from governance to operations. While Board Health optimizes your governance structure and strategic direction, Executive Action Planning ensures those decisions translate into measurable results. Together, they create an aligned leadership approach where your board’s vision becomes your executive team’s roadmap, transforming strategic priorities into organizational impact at every level.
Executive Action Planning >>
Other Purposeful Pairings:
Begin Your Board Transformation
Ready to take your board from adequate to exceptional? Contact us today to discuss how our Board Health & Planning services can be customized to your organization’s unique needs.