Board evaluations

    When it is held

    Depending on the tools required, it can take 4-10 days spread over 1-2 months.

    Who is this for

    Organisations who need a thorough assessment of the performance of the board and individual directors.

    Read this case study on how the process works

    North East Catchment Management Authority (NECMA): Building stronger boards through communication and safe discussions.

    Availability

    I take on 10 board evaluations each year. Contact me to check availability or to be added to the waiting list.

    How much it costs

    Contact me for pricing.

    Leadership and governance diagnostic tools

    Governance tools include diagnostics that look 'under the hood' of your boardroom culture. While standard reviews cover what your board does, tools like the Psychological Safety Index and Human Synergistics Suite help you understand how boards behave and how those dynamics impact your strategic decision-making.

    Data Driven Insights: The Psychological Safety Index (PSI): A short, anonymous diagnostic that measures the “interpersonal climate” of a board or team.

    Human Synergistics Suite: Life Styles Inventory (LSI): helps individual directors understand how their personal styles impact their effectiveness and the board’s culture.

    Group Styles Inventory (GSI): Measures how the board interacts and solves problems during meetings.

    The regular appraisal of boards and directors

    Depending on the board’s requirements, board reviews can involve some or all of these tools:

    • Tailored board performance survey 
    • One-on-one interviews
    • Findings report 
    • Facilitated results workshop with the board 
    • Half-day actions workshop with the board 
    • Or, a 60 to 90-minute board actions discussion
    At the Take on Board breakfast un June 2015. I'm wearing a blue dress and stand while talking to two women who are sitting at one of the round breakfast tables. Women are talking around the table behind me.

    Helga understands strategy development and has skillfully worked with our board and management to strengthen and refine our strategy over the last 12 months. Helga’s approach to facilitating strategy development is very effective as she is skilled at quickly understanding the essence of diverse views and working them into a unified narrative. I am particularly impressed by Helga’s ability to understand the components of strategy and where the work needs to be done to build a strong, supported and effective strategy.

    Paul Murfitt, CEO Moreland Energy Foundation Limited

    How it works

    • 1
      Contact me to discuss and agree on the specific review objectives.
    • 2
      I send through the board assessment proposal.
    • 3
      We collaborate – surveys, interviews and workshop.
    • 4
      I guide the board to clear recommendations and actionable outcomes.
    • 5
      Outcomes are presented in a report and maybe a workshop as well.

    Measuring the impact: How these board evaluations have strengthened boards

    “In highly agenda-driven meetings, there’s not a lot of opportunity to pause and have a chat – to stop, regroup and think. A scheduled facilitated discussion helps boards to explore ideas and make sure that everyone is in sync and to put on the table anything that needs to be improved.”
    Christine (Chris) Cunningham, NECMA chair

    “Helga facilitated a Board review process for VACRO. It was a great experience for the whole Board – we felt in very safe hands with Helga. She was well-prepared, timely with her correspondence and an excellent facilitator. She kept us focused on the main points and created a harmonious, fun environment. I would highly recommend Helga.“
    Marius Smith, CEO, VACRO

    “We engaged Helga to help us recruit five new board members to our non-profit. From the start, she was warm and engaging, plus professional and knowledgeable. She guided us through an excellent process, so recruitment and interviews became easy. She was adaptable to the dynamics of the group and listened to input from all stakeholders. Working closely with Helga as Chair was an absolute pleasure. We plan to utilise her as a facilitator during strategy sessions.”
    Paul Smith, (then) Chair, Jane Goodall Institute of Australia

    Or, maybe you need…

    Strategy and planning workshop
    (boards and organisations)

    Bring your board, leadership team and stakeholders together to define purpose and priorities to develop a high-level plan.

    Take on Board Accelerator
    (individuals)

    For women and gender-diverse board directors looking to build on governance experience and explore challenges in a safe environment.

    One-off governance strategy session
    (individuals)

    Choose a 60 or 90-minute session to work on a specific board challenge. Or, maybe you need a VIP day.

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