D. Customized Coaching Services

Governance coaching supports all types of governing bodies…boards, councils, executive bodies… regardless of whether they choose to use Policy Governance®.

Every board invests significant human and financial resources towards achieving governance competence. To protect that investment and to support the growth in increasingly effective board leadership practices, 'governance coaching' is recommended. Coaching helps reinforce new learning, solve unforeseen challenges and prevents slippage into ineffectual habits.

Of those boards who do implement Policy Governance®, many experience an impact in other areas such as: the need for bylaw revisions, 'implementation' concerns, teambuilding, and issues such as board attendance and committee processes.

Coaching for every organization is customized to meet the particular needs, issues and culture of the organization. For organizations that are attempting an incremental or even a dramatic shift in their governance practices, coaching support would typically include assistance in developing and/or facilitating:

• Skills in governance, stewardship and fiduciary duties
• Clarity in the roles & responsibilities of the Board
• Job descriptions for Boards
• Relationship clarification: boards, CEOs, staff, committees, stakeholders, members, owners, funders and more
• Strategic Outcomes and Strategic Planning
• Governance and board agenda planning
• Board, board members and board meeting evaluation
• Evaluation of the CEO
• Board policy review and development
• Strategies for board member recruitment, orientation, training and performance management
• Codes of conduct and confidentiality
• Board's role in financial planning and budgeting
• Financial reporting and risk management
• Board development tools…manuals, polices, templates and moreSolution building…around challenges such as poor attendance, conflict of interest, respectful workplace issues and membership concerns
• Leadership skills for the board Chair and CEO that enable the further accomplishment of 'governance excellence',
• Bylaw review
• Strategies for Annual General Meetings
• Board committee development and management issues
• Developing monitoring reports and handling "change" issues relative to board governance practices, and
• Other resource assistance (on-site or off via e-mail, fax, or phone) to the board/staff leadership team for questions as they arise. These range from 'authority' queries to 'bylaw' and 'funder' concerns.
  

Other specialized board coaching or workshop would include:

• Effective strategies to ensure our accountability to the moral owners,
• Evaluation of and relationship issues with the CEO,
• How to assure organizational performance, including outcomes-based operational planning and capacity building for staff,
• Board member renewal, recognition and teambuilding,
• How to deal with 'renegade' or 'absent' board members or CEOs,
• Monitoring results,
• Meeting management issues, and
• Problem solving.
  

Other board and staff needs often include organizational structures and reporting, capacity building and teamwork, developing "reasonable interpretations & rationale & data" of the board's policies and changing or preserving board or organizational culture.

This coaching service is available on an hourly or annual agreement basis and is renewable on terms that best suit the organization.

For further information, please contact Susan Rogers at (204) 284-3388 or (604)230-0199 or by e-mail at susan@rogersleadership.ca OR susanerogers@shaw.ca.