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Board Recruitment and Development
At the Excelsior Bay Group, we take a “lifecycle”
approach to our work with boards of directors. We believe that
non-profit organizations move through a series of developmental stages,
and that each is characterized by a specific set of challenges that must
be mastered before progressing to the next stage in maturity or returning
to growth from a state of decline.
We also believe that
non-profit organizations belong to the communities they serve. As a
result, the role of the board of directors is to a) represent and protect
the public’s interest, and b) enable to the organization to effectively
achieve its mission. To fulfill this role, a board has both formal
(governance) and informal (supporting) responsibilities. The formal
responsibilities are the same across organizations – delegation of
management authority, ensuring accountability and compliance, establishing
strategic direction, etc. The informal responsibilities, however,
change, and can change dramatically depending upon the developmental stage
of the organization – fundraising, community relations, business planning,
financial planning and analysis, marketing, etc.
As a
result, our board services are designed to help clients 1) diagnose their
organizational life stage, 2) identify and prioritize the challenges they
are facing in this stage, and 3) clearly define the assistance and support
needed from their boards in order to address these challenges. This
approach has allowed us to add meaningful value and direction to our
clients regardless of the stage in which an organization finds
itself. Specific services include:
- Board member recruitment and orientation
- Board training (both individual and group)
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