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 

  • 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. 

  • 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. 

  • 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. 

  • 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. 

  • 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. 

  • 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.  

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Executive Action Planning