NONPROFIT 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:

  • establishing a shared understanding of board 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. BoardSource can lead your board through a facilitated retreat to discuss its roles and responsibilities in providing the strategic direction and oversight your nonprofit organization needs. Often preceded by a board self-assessment, a facilitated retreat with a BoardSource consultant provides a forum for focused discussion and self-reflection that can set you and the board on a path to a more constructive partnership.

• 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:
  
  
  • engaging board members in the mission of the organization, and unleashing the board’s potential to drive its strategic vision
  • focusing the board on the importance of targeted and strategic board recruitment and orientation
  • building a stronger connection between board members and the long-term sustainability of the organization
    
    
• “The Board’s Role in Fundraising” Workshop. This workshop will help your board understand its role in fundraising 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:
  
  
  • 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
    
    
• Leadership Counsel and Coaching. BoardSource consultants are available to meet one-on-one with you and individual board members to provide personalized guidance through leadership counsel and coaching.
  
  
•  “Sharing Leadership: The Board/Staff Partnership” Workshop. This workshop will inspire your board and staff to 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:
  
  
  • developing a shared understanding of the strengths and challenges of the board and its practices
  • establishing an action plan to strengthen board performance
  • creating an environment of intentional board practices and accountability
    
    
• Board Self-Assessment (BSA). The BSA is an online survey tool and assessment 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 to help plan and facilitate your next board retreat.

The Source Diagnostic. This survey and assessment 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.  Participating organizations receive

• summary data report
• consultant review of report with chief executive and board chair
• facilitated board retreat and review of results
• follow-up action plan and final report
• optional ongoing support for implementation of action plan

• 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 asWebinars.  
  
  
• 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). The ACE will help your board fulfill its responsibility to manage and evaluate the chief executive as well as avoid the risks associated with lack of oversight and engagement. The online tool enables you to survey board members, receive an objective summary of their input on chief executive performance, and set annual performance goals.  A BoardSource consultant can also provide an analytical report based on the results of the assessment.

• “What Does the Board Really Do?  Basic Roles and Responsibilities” Workshop. This workshop will help your board understand its critical role in helping your organization advance its mission.
  
  
• Retreat Planning and Facilitation. 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 to prepare for your board retreat.

• 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:

  • focusing the board on the importance of targeted and strategic board recruitment and orientation
  • conducting a needs assessment, focused on identifying board recruitment needs
  • cuilding a positive and healthy board dynamic to foster board recruitment and retention
    
    
• “The Board Building Cycle” Workshop. This workshop will help your board understand the process of building a strong, effective board to help your organization advance its mission.
  
  
• “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.

• 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
  • reshaping the board’s structure and composition
  • 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.

• Retreat Planning and Facilitation. To plan and facilitate your retreat, your 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. As part of a facilitated retreat, you can choose to educate your board members on a variety of topics that will increase their capacity and ability to more effectively govern your nonprofit.

• 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:

  • developing a shared understanding of the strengths and challenges of the board and its practices
  • establishing an action plan to strengthen board performance
  • creating an environment of intentional board practices and accountability
    
    
• Board Self-Assessment for Associations. ASAE & The Center collaborated with BoardSource to create this customized tool geared to the unique needs of associations. The results of this assessment will help your board establish a common understanding of its roles and responsibilities as well as discover critical areas for improvement.
  
  
• “Board: Assess Thyself: Board Self-Assessment” Workshop. This workshop defines criteria for an effective board, outlines the benefits of a board self-assessment, describes the self-assessment process, and identifies steps that need to be taken after the self-assessment process to improve the board’s effectiveness.

• Customized “On Demand” Online Training Program. BoardSource can customize on-demand, self-paced, e-learning offerings for your members.   Participants fully control this learning experience and can access the training at their convenience.  Your association can purchase or license this content to distribute to your affiliates.
  
  
• Bulk Purchase or Reselling of BoardSource Board Self-Assessment (BSA). Your association can customize the BSA to match the specific characteristics of your members or affiliates.  With this tool, your board and senior staff will be able to assess and benchmark the governance practices and needs of your members or affiliates.
  
  
• Governance Index. BoardSource can survey your affiliates or other 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 association identify and prioritize governance needs for your members and affiliates, including the educational resources you provide to them.
  
  
• 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.
  
  
• Original Session Development and Delivery. A BoardSource governance consultant can create a custom session on any board leadership or governance topic.

• Original Session Development and Delivery. A BoardSource governance consultant can create a custom session on any board leadership or governance topic
  
  
• 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.

• Leadership Counsel and Coaching. BoardSource consultants are available to meet one-on-one with you and individual board members to provide personalized guidance through leadership counsel and coaching.
  
  
• “Sharing Leadership: The Board/Staff Partnership” Workshop. This workshop will help your board and staff work together to help your organization advance its mission.

• Bulk Purchase or Reselling of BoardSource Board Self-Assessment (BSA). You can customize the BSA to match the specific characteristics of your network.  With this tool, your board and senior staff will be able to assess and benchmark the governance practices and needs of your affiliates. 
  
  
• Governance Index. BoardSource can survey your affiliates or other 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 organization identify and prioritize governance needs for your affiliates, including the educational resources you provide to them.

• “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.
  
  
• Customized  Diversity Consulting Services
  
  
• Coming Soon: Diversity Assessment and Toolkit

• Professional Development Programs. A BoardSource governance consultant can facilitate a one- to two-day practitioner development program for nonprofit consultants and educators in your network. 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