Board of Directors Training and Support

Board of Directors
Training and Support

Amy draws on her experience from both sides of the Board table- as a Board member and leader, as well as a senior executive, to deliver comprehensive training and support services for nonprofit and for-profit boards and leadership. Sessions are interactive and customizable, focused on empowering boards to drive organizational success. Elevate your board's effectiveness and equip your organizational leadership with the knowledge and skills needed to govern with confidence and make an impact.

Board Essentials: Empowering Effective Governance

90 minutes-2 hours

This comprehensive training session is interactive and designed to equip new and seasoned board members with the foundational knowledge and skills necessary for effective service and guiding organizations towards success. With a run time of 2(ish) hours it is built to fit into your board meeting agenda on an annual basis or as needed. Training sessions also will include a 1-hour consultation beforehand in order to customizable the presentation to your organization.

Topics in this training include:

Role of the Board

Gain a clear understanding of the board's role in setting organizational direction, overseeing performance, and ensuring accountability.

Oversight vs. Operations

Understand the distinction between the board's oversight responsibilities and management's day-to-day operations, ensuring clarity and accountability.

The Board-Executive Relationship

Explore the dynamics of the board-executive relationship, including effective communication, collaboration, and the division of roles and responsibilities.

Stakeholder Engagement

Boards represent the interests of the organization's stakeholders, including shareholders, employees, customers, donors, and the community. They maintain open communication with stakeholders, solicit feedback, and act as ambassadors for the organization.

Board Development and
Strategies for Success Workshop

3 Hours (half day)

This interactive 3-hour workshop is designed to inform and empower board members with the knowledge and strategies necessary for effective governance and organizational success. This longer session will build foundational knowledge as well as delve into more advanced topics of Board management, development, and secession.

This workshop is built to use into your board retreat as needed or on an annual basis and is customizable to your organization's needs.

In addition to all topics covered in the Empowering Effective Governance session, this workshop include these additional topics:

Board Effectiveness & Evaluation
Learn practical strategies for enhancing board effectiveness, including meeting management, communications, and implementing board self-assessment and evaluation processes.

Board Diversity and Inclusion
Address the critical role of diversity, equity, and inclusion within the boardroom and consider strategies for fostering an inclusive organizational culture.

Board Development & Recruitment
Explore strategies for board development and recruitment, including identifying skills and expertise needed on the board, succession planning, and board member training and development programs.

Organization Contingency & Succession Planning
Understand the importance of contingency and succession planning for organizational resilience and leadership continuity, and learn best practices for developing and implementing these plans.

Delivery Options

Amy's approach to training is highly customizable to meet your organizational needs. Whether you are looking for a longer keynote speech, multi-part training, or interactive workshop, Amy can shape her content to fit your event's time and topic specifications. Contact Amy to discuss your needs.

Additional Board Support and Facilitation Services

Strategic Planning Facilitation

Amy's inclusive strategic planning approach will create a comprehensive plan that uniquely places implementation at the forefront of your strategy, ensuring that you not only know where you're going, but how to get there.

Board On-boarding and Orientation

Customized on-boarding and orientation for new board members, ensuring they have the knowledge and resources needed to contribute effectively

Board Calendar and Work Plans

Creating a structured calendar and work plan that outlines key board activities, meeting dates, and deadlines, ensuring smooth operations throughout the year.

Board Retreat Facilitation

A mix of activities and education, Amy facilitates board retreats that build more effective teams, educate on the roles of the board, and create excitement around your mission- all customized to your organization's needs and with a little bit of fun along the way.

Board-Executive Relationship Support

Structured support on an ongoing basis to facilitate a healthy relationship between the Board leader and executive staff leader. This can include Board meeting agenda setting, goal setting, discussion facilitation, and allocated hours for executive support as-needed.

Change Management Consulting

Whether you are considering a merger or consolidation, evolving to new technology, changing business processes, hiring a new leader, adjusting organizational structure or culture, or anything in between, Amy's change management approach guides organizations through transitions with her unique blend of curiosity and creativity, meets pragmatic planning and implementation, to facilitate long-lasting and sustainable change for the betterment of your organization.

Conflict Resolution

Facilitates discussions and mediate conflicts that may arise among board members or staff, helping to maintain a positive and productive board culture.

Board Meeting Facilitation

Leads board meetings in times when having a third party facilitator is needed, ensuring that discussions stay focused, all board members have an opportunity to participate, and decisions are made efficiently.

Enneagram Workshops

The Enneagram assessment identifies and uses nine dominate personality "types", each with its own characteristics and specific motivating drivers. By understanding these different characteristics and drivers, we can understand our own actions more holistically, and learn how to work more effectively with one another.

Each contract is customized to your board and organizational needs, reflecting our commitment to delivering practical and sustainable solutions that support your governance objectives.

Additional Board & Nonprofit Training Topics

Board of Directors Trainings Topics:

Board Essentials: Financial Literacy for Directors
Board Essentials: Effective Board Meeting Management
Navigating the Board-Executive Relationship
The role of the Executive Committee
Board Diversity and Inclusion, Recruitment, and Succession Planning
New Board Member On-boarding and Orientation

Nonprofit Staff or Board Trainings Topics:

Embrace the Shift: Leading and Adapting Through Change
Building Inclusive Teams: The Role of Emotional Intelligence in Diversity and Inclusion
Building for the Future: Fundamentals of Capital Campaigns
An Inside Perspective: Corporate Sponsorships & Partnerships

Looking for a particular topic? Contact Amy to talk about custom training options.