Combining these two approaches is a further option.  An example of this approach would be for us to carry out a questionnaire with your Board, and then, subject to this analysis, interview some or all of the Board members before completing our final presentations.

 

Key Advantages

This flexible option begins with a questionnaire covering all Board members and can then be extended if you wish to include a follow-up series of two-to-one meetings with some or selected Board members.  You might do this because you want to explore specific issues with specific Board members, or because your Board size – often this would be a larger than average Board – would make interviews with all Board members unwieldly or too lengthy. Some clients opt for this approach at the outset.  Others begin with a questionnaire and then, having reviewed the emerging picture, decide to extend the process in order to gain further insights.

How Does this Approach Work in Practice?

The process begins with a questionnaire as above and then we will draft a short series of follow-on questions based on the areas that have emerged, and which will form the basis for two-to-one meetings with a selected group of Board members.

What Happens Next?

• We prepare a detailed draft report which will be discussed with you.
• A final report is submitted to the Chair.  This comprises:  a brief Executive Summary; the detailed report we have produced; all our recommendations.  The Chair will then share this with the Board.
• We are always very happy to meet with you again, and if you wish, to attend a subsequent Board meeting to present and discuss the report.
• We are happy to draft or suggest appropriate wording on the evaluation for your subsequent Report and Accounts.

Contact us now to take this forward.