Board of Directors or Board of Trustees: Moving from a Working Board to a Spirited Board

Recent corporate scandals have catapulted boards to center stage. Sarbanes-Oxley has created regulatory pressure for boards to prove they are adequately informed and engaged in the business of the organization. Strong, trusting relationships with senior management are essential. Serving on boards has become much more complex and demanding.

Boards are made up of strangers, each having unique talents and skills to contribute to the stewardship and mission of the organization. Transforming into an effective leadership team is difficult with limited exposure to one another usually in committee meetings. Making plenary sessions worthwhile requires well-crafted agendas and skillful dialogues.

To continuously improve their performance, boards need to articulate their changing work, restructure as appropriate, plan for continuous learning and development, and evaluate group and individual effectiveness.

Dr. Roberts has worked with boards and senior management to clarify the evolving work of the board, custom design and implement a performance evaluation process (surveys and/or interviews), and work with the appropriate committee to craft a three-year board development plan.


 

What My Clients Are Saying

"This is the best board evaluation survey I have ever had any experience with. Perhaps this survey ought to be given to senior management to use in assessing the board's deliberations and leadership. I admire the work Charlotte and her colleague have done to come up with this, but they may be too smart for the rest of us!"
- A Federal Judge serving on a corporate board

"I received Dr. Roberts' board survey document. Much information is reported and analyzed by Charlotte. She has done an excellent job of launching a robust and meaningful Board of Directors review and it will provide the basis for further refinement in future years. Her quick and sophisticated work puts us squarely on the path to becoming a "best practice" in governance." - CEO serving as Chair, Board of Trustees

"The discussion led by and 'forced' by Charlotte caused us to discuss some difficult items that we have avoided in the past. The free flow of information and conversation leading to ideas and plans for going forward were most helpful." - CEO serving as Board Member

 


 

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