Board Checkup

We offer a customized educational process for your board of directors. It will identify and fill in any missing information and correct any incorrect assumptions your board may have made. It gives your board the tools they need to help your organization thrive.

All of your board members complete an online survey, designed to determine board's understanding of their duties and your organization. The online survey will assess what each of the board member knows about your organization, its finances and their role as a corporate director.

After administering the survey to all of your board members, we will summarize the results, flag any areas of concern and then review the summarized results with the board and your executive director (if there is one in place) and make recommendations for the future. We can provide customize education to help fill any gaps in your board's knowledge.

The only rules are: Everyone on the board takes the survey and everyone takes it alone. The survey is not designed to collect correct answers, it’s designed to collect what each board member thinks – or their best guesses.

If your board (or your organization) is new, or you want to know if they are all on the same page, this is a good way to start.