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Board Assessment

Help Ursuline Support Services gain an understanding of how their board is performing and how it could improve in areas like governance practices, stewardship, revenue generation, and executive management.
Ursuline Support Services
Pittsburgh, PA, USA
Ursuline Support Services
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Ursuline Support Services
Pittsburgh, PA, USA

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Cause
Human services
Skills
Executive leadership Management Strategy consulting

Posted February 4th

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Board Assessment

Project details

What we need
  • 1-2 page summary of takeaways and trends from interviewing key individuals (no more than 8 interviews total)
  • Identification of the board’s strengths and recommendations for areas of improvement for board members collectively and individually
Additional details

Need to develop a "survey monkey" type board assessment to go out to all board members with capacity to aggregate responses into a report for the boards review and acceptance. This information should be able to feed into the development of a board -developed one-year strategic plan for July 2019-June 2020 that is linked to our current three-year strategic plan (2018-2021)

What we have in place
  • We currently have three-year startegic plan/summary of last board assessment, which should make it easy for you to get started. We also have other board-related materials, and the ability to provide any other information you need.
How this will help
This project will save us $8,773 , allowing us to support balancing our revenues/expenses for the current fiscal year (2018-19).

As a Standards of Excellence accredited agency, we are required to complete a board assessment at least every other year.

Project plan

P
Prep: Provide Current Materials
  • Volunteer Manager provides Professional with past reviews or board performance evaluations, if any
  • Volunteer Manager communicates an overview of board’s governance practices, stewardship, membership, revenue generation, and executive management
  • Volunteer Manager outlines 1-2 specific areas of focus for the evaluation
1
Milestone 1: Research
  • Professional connects with Volunteer Manager for a brainstorming/overview session to better understand current situation and desired outcomes
  • Professional and Volunteer Manager mutually agree on key individuals to interview or survey (no more than 8 total, including Executive Director, Board Chair, select board members, and key staff)
  • Professional drafts survey and/or interview questions for the list created above
2
Milestone 2: Interviews and Evaluation
  • Professional conducts surveys and/or interviews with mutually agreed upon list from above
  • Professional reviews any relevant materials regarding the board’s performance (e.g. bylaws, previous board reviews or assessments, previous or current strategic plans)
  • Professional synthesizes findings from surveys and/or interviews into a 1-2 page outline
3
Milestone 3: Delivery of Board Assessment
  • Professional drafts a 1-3 page document outlining the overview and suggested areas of improvement based on their findings
  • Volunteer Manager reviews document
  • Professional delivers a finalized document and/or presentation to the Volunteer Manager, outlining their key findings and recommendations, including suggested areas of improvement
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About the org

Ursuline Support Services
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Cause
Human services
Posted by
Anthony T
Anthony T.

Executive Director

Our mission

Ursuline Support Services helps individuals experiencing challenges posed by life's transitions,
inspiring hope through protection, education and advocacy.

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