Our Services

Boards don't work in a vacuum. In addition to addressing areas directly related to boosting their own performance – including composition, structure, and process – board effectiveness is closely linked to alignment with the organization's strategy and leadership. How well do directors understand the strategy? Are their actions designed to ensure the success of that strategy? Are they part of a cohesive team with the CEO, working toward common goals, or are they working at cross purposes?

We provide consulting services in three principal areas:

Board Effectiveness

Services that promote effective governance and board accountability:

• Providing a complete range of individual and group assessment – of boards, peers, chairs, CEOs, committees – using the most innovative and reliable techniques.
• Planning and facilitating board retreats.
• Assisting with CEO/Chair split.
• Advising in areas critical to board performance, including board composition, process, structure, strategic planning, committee effectiveness, and leadership.
• Providing board education in a variety of key areas; developing board manuals and orientation guides as well as corporate codes of conduct and committee charters.

Organizational Strategy

Services designed to achieve organizational excellence through effective strategic planning and engagement of key stakeholders:

• Planning and facilitating strategic planning sessions that align the board and executive leadership on strategic imperatives.
• Translating the strategic plan into specific, action-oriented board and committee goals and objectives, as well as metrics to track performance against an annual work plan.
• Assisting Strategic Task Forces with their full range of planning, implementation, and assessment responsibilities.
• Conducting cultural assessments and formulating plans for cultural shifts.

Executive Leadership

Services that enable boards to develop the most effective leaders to guide their organization:

• Conducting CEO and team 360° performance assessments.
• Conducting competency assessments of CEO candidates.
• Advising on CEO transition (on- and off-boarding).
• Providing executive coaching to board chairs and senior executives.
• Facilitating role clarification between the Chairman or lead director and the CEO.
• Advising on board succession planning.