Step Back and Reflect, then Act!

Self-examination can feel like a low priority, but whether it seems important to you or not, your funders and donors expect your board to regularly examine and enhance how you work. Our process is designed to make it quick and easy while creating a positive learning experience for everyone involved. And it takes less than 30 days from start to finish.
(view screencast of sample report)



We see our approach as the best for three reasons:

• Reasonable cost
• We do the administration for you
• Prioritizes future board efforts – not just a list of problems
• Contrasts Board and Executive Director/CEO perspectives to promote increased communications.
  

Step 1) Take a few minutes in a board meeting or e-mail the attached PDF to highlight the key roles and responsibilities of a nonprofit board (link to PDF)  

Step 2) Purchase the Assessment on this site.

**Purchase buttons** for up to 20 and more than 20

Step 3) Our representative will contact you to get e-mail addresses, be sure you understand the process, and answer any questions you might have.

Step 4) We will distribute the survey and follow-up, by e-mail, with board members who have not responded.

Step 5) You receive three reports: A) The Overview, in PowerPoint™, of the results from the survey for easy presentation or e-mailing to board members, B) Raw data report with bar charts of board member responses, C) Raw data report of CEO/Executive Director responses. We suggest that a sub-group of the board review all results prior to presentation to the full board.

Call Bryan Orander at 317-752-7153 to discuss the possibilities.

©2008 Charitable Advisors LLC - All Rights Reserved.