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Getting Started

Creating a Board of Directors for a Brand New Agency

You have identified a problem and have unique ideas on how to solve it. Starting a nonprofit is a great option! However, there is a lot that goes into creating an organization that will provide impact and make the world a better place. Based on your needs and your capacity we will coach you on your plan, assisting with bringing your dream to reality, help establish your mission and vision, develop plans for engaging others, and more! 

  • Board evaluation
  • Identify gaps and sources for board members
  • Create recruiting and on-boarding processes
  • Establish board expectations
  • Education on Fundamentals of Board Leadership
    • Duties and responsibilites
    • Staff roles
    • Officers
    • Expectations
  • Founder education on being an Executive Director

3 90-minute sessions to include Coaching, Consulting, and Board Training/Facilitation

Board Evaluation

Full Evaluation of Current Board of Directors’ 
Health, Effectiveness and Efficiency

  • The Executive/Board Chair relationship
  • Executive Director’s board leadership skills and knowledge
  • Board President’s understanding of board leadership
  • Established management tools
  • Communication systems
  • Official or implied board expectations
  • Board’s effectiveness in carrying out their responsibilities
  • Whether or not the board is fulfilling their duties
Interviews with leadership, review of documents, observation of board meeting, and more. Agency receives written evalution including recommendations. 


Developing a Board of Superheroes

Every organization needs a team of superheroes dedicated to advancing the work and the cause. The problem is that these big hearted, passionate volunteers often do not know how to effectively govern an agency. Or, the leadership staff have never been trained on how to navigate the nuances of leading governance volunteers. 

  • Board evaluation
  • Identify gaps and sources for board members
  • Develop recruiting process
  • Establish board expectations
  • Create talking points for board recruitment
  • Implement board meeting best practices
  • Education on:
    • Fundamentals of Board Leadership
    • Board Recruitment and Retention
    • Friend-raising
    • Creating an annual campaign
    • Storytelling
    • Recruiting
    • Coaching and Leading Others
    • How to be a Board of Superheroes

3 to 5 hours/month of contact in the form of Executive Coaching, Leadership Interviews, and Board Training, Facilitating, and Engagement.

Development Events

“If you don’t know where you’re going, you might not get there.” ~ Yogi Berra

Every team, organization or business reaches a point where they need to step back and evaluate where they are and where they wan to intentionally go. This ensures that they are moving in the right direction and focused on desired outcomes. 

  • Board or Staff Retreats
  • Operational Planning
  • Strategic Planning
  • Volunteer and Staff Training and Development
  • Cyclical Planning = year round guidance and tracking of goals to keep the organization moving in the right direction

Board Management

Outsourced Managment of Board of Directors

Not every organization has staff. Yet, there is so much that needs to be done to keep the organization operating and thriving! This service supports the work of the Board and the operations of the organization.

  • Board meeting planning, agenda creation, packet preparation & distribution
  • Manage board communication
  • Maintain accurate volunteer database
  • Support committee chairs
  • Track RSVPs, attendance, activities, hours, training and recognition
  • Set-up and manage logistics for meetings and events (virtual or in-person)
  • Attend and document meetings, manage minutes & official documents
  • Newsletters

Staff Development

One thing that all nonprofits have in common is that they all need people to deliver their mission. Caring individuals with a passion for the cause are the backbone of any organization. Effectively deploying, leading, managing and holding those people accountable is key to running a quality agency. We coach on structure, supervisory skills, and leadership.