GRANTMAKER SOLUTIONS

• Customized Consulting. BoardSource understands that each board and organization is unique. Accordingly, our consultants recommend the approach and tools best suited for each organization based on its unique needs, history, and circumstances. Depending on those needs, BoardSource consultants will recommend specific strategies that may include diagnostic or assessment services, governance training, one-on-one coaching, facilitated board retreats, and ongoing governance resources and support.

  Consulting projects might focus on delivering the following outcomes:

  • examining board structures and practices, to ensure that the board is fulfilling its oversight functions responsibly
  • developing a shared understanding of the strengths and challenges of the board and its practices and establishing an action plan to strengthen board performance
  • creating an environment of accountability, performance, and intentional board practices
    
    
• Diagnostic and Assessment Tools
  
  
  • Board Self-Assessment (BSA). The BSA is an online tool and survey process that enables the board to establish a common understanding of its roles and responsibilities as well as discover critical areas for improvement. A BoardSource consultant can analyze and interpret the results of the assessment and apply the data when planning and facilitating your board retreat.
  • The Source Diagnostic. This tool focuses on guided assessment of the board’s embodiment of 12 core principles that power exceptional boards. It includes a chief executive survey, board member survey, one-on-one follow-up interviews, and a review of organizational documents and policies.
  • Assessment of the Chief Executive (ACE). This online tool helps a nonprofit avoid risks associated with poor chief executive performance. It enables an organization to survey board members and receive an objective summary of their input on chief executive performance.  A BoardSource consultant can also provide an analytical report based on the results of the assessment.
    
    
• Educational Programs. To be exceptional, boards should be composed of board members who are educated about governance. Individuals need resources and information to empower and prepare them for board service. This includes education in areas such as board member roles and responsibilities, financial oversight, fiduciary duties, and board structure. BoardSource governance consultants are prepared to help educate your board in all of these areas and can present any of our standard training workshops  in-person or as Webinars.
  
  
• Customized “On Demand” Online Training Program. BoardSource can develop on-demand, self-paced, e-learning offerings that are customized for your grantees.   Participants fully control this learning experience and can access the training at their convenience.  Your foundation can purchase or license this content to distribute to your grantee network.

• Bulk Purchase of the Board Self-Assessment (BSA). You can purchase this tool and the accompanying analytical reports for any number of grantees or community organizations. The BSA is an assessment process that enables a board to establish a common understanding of its roles and responsibilities as well as discover critical areas for improvement.  A BoardSource consultant can analyze and interpret the results of the assessment and apply the data when planning and facilitating board retreats for participating organizations. 
  
  
• Governance Review. To encourage exceptional governance and protect you against risk, BoardSource can work with you to develop a governance review process that will help your staff exercise due diligence in vetting your company’s prospective nonprofit partners and grantees.

• “Moving Beyond Political Correctness: Cultivating a Diverse Board” Workshop. This workshop engages participants in a meaningful discussion on establishing diversity goals. Participants will learn about tools and techniques for building board diversity and cultural competency.
  
  
• “Bridging the Gap: Generations in Nonprofit Leadership” Workshop.  This workshop focuses on how boards and chief executives can prepare for generational change and ready their boards and organizations to work effectively across generations.

Other Customized  Diversity Consulting Services

Coming Soon: Diversity Assessment and Toolkit

• Customized Consulting. BoardSource understands that each board and organization is unique. Accordingly, our consultants recommend the approach and tools best suited for each organization based on its unique needs, history, and circumstances. Depending on those needs, BoardSource consultants will recommend specific strategies that may include diagnostic or assessment services, governance training, one-on-one coaching, facilitated board retreats, and ongoing governance resources and support.

  Consulting projects might focus on delivering the following outcomes:

  • establishing a shared understanding of trustee and staff roles
  • building a stronger and more productive partnership between the board and the chief executive
  • challenging a board to fully engage in its strategic and generative leadership potential
  • examining board structures and practices to ensure that the board is working productively
    
    
• Retreat Planning and Facilitation. In preparation for your retreat, a BoardSource consultant will lead your board through a Board Self-Assessment, analyze and interpret the results, conduct board member interviews, and review board documents..
• Educational Programs. To be exceptional, boards should be composed of board members who are educated about governance. Individuals need resources and information to empower and prepare them for board service. This includes education in areas such as board member roles and responsibilities, financial oversight, fiduciary duties, and board structure. BoardSource governance consultants are prepared to help educate your board in all of these areas and can present any of our standard training workshops  in-person or as Webinars.  

• Customized Consulting. BoardSource understands that each board and organization is unique. Accordingly, our consultants recommend the approach and tools best suited for each organization based on its unique needs, history, and circumstances. Depending on those needs, BoardSource consultants will recommend specific strategies that may include diagnostic or assessment services, governance training, one-on-one coaching, facilitated board retreats, and ongoing governance resources and support.

  Consulting projects might focus on delivering the following outcomes:

  • auditing the foundation’s governance practices to identify potential areas for changes or improvements
  • creating an environment of accountability, performance, and intentional board practices
  • examining board structures and practices, to ensure that the board is managing its resources responsibly
    
    
• Educational Programs. To be exceptional, boards should be composed of board members who are educated about governance. Individuals need resources and information to empower and prepare them for board service. This includes education in areas such as board member roles and responsibilities, financial oversight, fiduciary duties, and board structure. BoardSource governance consultants are prepared to help educate your board in all of these areas and can present any of our standard training workshops  in-person or as Webinars.
  
  
• Bylaw or Policy Review and Writing. A consultant can work with you to review, edit, or rewrite your board policies or bylaws.
  
  
• Assessment of the Chief Executive (ACE). ACE is an online survey tool and process that will help your foundation avoid risks associated with poor chief executive performance. It enables you to survey board members and receive an objective summary of their input on chief executive performance.  A BoardSource consultant can also provide an analytical report based on the results of the assessment.
  
  
• Governance Review. To encourage exceptional governance and protect you against risk, BoardSource can work with you to develop a governance review process that will help your staff exercise due diligence in vetting your company’s prospective nonprofit partners and grantees.

• Customized Consulting. BoardSource understands that each board and organization is unique. Accordingly, our consultants recommend the approach and tools best suited for each organization based on its unique needs, history, and circumstances. Depending on those needs, BoardSource consultants will recommend specific strategies that may include diagnostic or assessment services, governance training, one-on-one coaching, facilitated board retreats, and ongoing governance resources and support.
  

  Consulting projects might focus on delivering the following outcomes:

  • establishing a shared understanding of board and staff roles
  • building a stronger and more productive partnership between the board and the chief executive
  • examining board structures and practices, to ensure that the board is working productively
  • engaging board members in the mission of the organization, and unleashing the board’s potential to drive its strategic vision
    
    
• “Sharing Leadership: The Board/Staff Partnership” Workshop. This workshop will help your board and staff work together to help your organization advance its mission.

• Customized Consulting. BoardSource understands that each board and organization is unique. Accordingly, our consultants recommend the approach and tools best suited for each organization based on its unique needs, history, and circumstances. Depending on those needs, BoardSource consultants will recommend specific strategies that may include diagnostic or assessment services, governance training, one-on-one coaching, facilitated board retreats, and ongoing governance resources and support.

  Consulting projects might focus on delivering the following outcomes:

  • examining board structures and practices, to ensure that the board is working productively
  • building a stronger and more productive partnership between the board and the chief executive
  • establishing a governance committee and integrating governance best practices into all aspects of the board’s work
    
    
• “Structuring the High Performance Board: Strategies for Committees and Task Forces” Workshop. This workshop will help your board build strong, effective committees to help your organization advance its mission
  
  
  

• Community Governance Index. BoardSource can survey community organizations to determine the baseline level of governance practices among existing board leaders and chief executives and to identify key areas where additional education and expertise is needed.  BoardSource will analyze and interpret the aggregated data to help your foundation identify and prioritize governance needs for the nonprofit community, including the educational resources you provide to the community.

• Educational Programs. To be exceptional, boards should be composed of board members who are educated about governance. Individuals need resources and information to empower and prepare them for board service. This includes education in areas such as board member roles and responsibilities, financial oversight, fiduciary duties, and board structure. BoardSource governance consultants are prepared to help educate your board in all of these areas and can present any of our standard training workshops in-person or as Webinars. 
  
  
• Governance Summit. Workshops can be incorporated into a one- to two-day summit or mini-conference that is open to nonprofit leaders in your community
  
  
• Building Local Governance Expertise. A BoardSource governance consultant can facilitate a one- to two-day practitioner development program for nonprofit consultants and educators in your community. Participants will gain the knowledge, tools, and skills they need to continue serving the community as effective governance trainers and facilitators. Available curricula include:
  
  
  • Critical Components of Effective Governance
  • Advanced Board Consulting
  • Assessment of Governing Boards
  • Vital Facilitation Techniques

• “Getting Started in Board Service” Workshop. This workshop is geared toward prospective or first-time board members who are interested in learning about the essentials of effective nonprofit board service.  
  
  
• Customized “On Demand” Online Training Program. BoardSource can develop on-demand, self-paced, e-learning offerings that are customized for your grantees.   Participants fully control this learning experience and can access the training at their convenience.  Your foundation can purchase or license this content to distribute to your grantee network.