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Considerations for Granting Emeritus Status
Checklists
There are better ways to honor and, as appropriate, continue to involve former trustees, while also
adhering to the higher standards demanded of boards today.
A Trustee Checklist to Address Time Challenges
Checklists
Checklists
A Trustee Checklist to Address Time Challenges
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Governance Quality Engagement Diagnostic
Checklists
This diagnostic is designed to help boards and organization leaders identify challenges that may be impeding efforts to improve quality. Developed by Jim Conway, this resource draws on 20 years of personal governance experience as well as learning from the literature and the shared experience of trustees, executives, patients, family members, staff, teachers, and students.
Seven Steps to Designing an Effective Education Process
Checklists
A successful governance education process requires commitment, collaboration and consensus. Below is an outline of how a board of trustees may design a process that will ensure optimum development of leadership knowledge and effectiveness...
Seven Steps to Designing an Effective Governance Education Process Tool
Checklists
A successful governance education process requires commitment, collaboration and consensus. This resource serves as an outline of how a board of trustees may design a process that will ensure optimum development of leadership knowledge and effectiveness.
Fiduciary Duties - Best Practices
Checklists
Boards that want to improve their approach to conflicts of interest and independence management do the following...
New Board Member Orientation Manual
Checklists
A Board Orientation Manual reinforces information provided during orientation seminars. Consider these items in custom-designing an orientation manual for your board.
New Board Member Orientation Process
Checklists
All new board members should participate in an orientation process shortly after election to
the board. To design your board’s orientation process, consider these best practices.
Top 10 Practices of Great Boards
Checklists
Be sure every member fully understands his or her accountability, responsibilities and the expectations of the office, and document it all in a written position description...
Creating the Right Boardroom Conversations
Checklists
Establishing well-organized and consistent governance processes and procedures enables the board to be most productive, and ensures that its time is allocated to the most critical topics. Agendas should reflect the most important strategic issues and priorities, and make efficient use of trustees’ valuable and limited time; meetings should be designed to maximize trustees’ ability to engage in critical dialogue; and committees and task forces should be used to enable the board to focus time on high-level strategic discussion.