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Workshop On Governance - Sample Training Modules

Table of Contents

  • Purpose
  • Workshop Objectives
  • Process
  • Overview of Agenda Content and ScheduleSchedule

A. Governance - Building a Solid Foundation

  • Why organizations exist
  • Three basic tasks/functions essential to achieving purpose of organization
  • Putting governance in perspective
  • What is Governance?
  • Comparison of governance and management
  • Role clarity for board, management and staff
  • Board role
  • Committees
  • Executive Director role
  • Case Scenario: Transitions for growing organizations
  • Signs of a Board in Trouble
  • Network governance

B. Board Development & Management

  • Recruiting and retaining board members
  • Case Scenario: Recruitment and Retention
  • Orientation
  • Strategies for developing board leaders
  • Creating an environment conducive to learning and creativity
  • Managing the board and it's work
  • Decision Making
  • Keys to Success
  • Quick Check

C. Board Responsibilities

C.1 Planning

  • Articulating a vision and strategic plan
  • Regular 'scanning' of the 'business' environment
  • Vision-driven vs. event-driven planning
  • Development of a long-term business plan/benchmarks for measuring success
  • SMART objectives

C.2 Performance Monitoring & Accountability

  • What to measure
  • Focus on outcomes or results
  • Communications with key stakeholders
  • Planning exercise

C.3 Financial Stewardship

C.4 Human Resources Stewardship

C.5 Community Representation & Advocacy

C.6 Risk Management


1. Major Duties of the Board
2. Due Diligence: Responsibilities of Individual Directors
3. Liabilities of Board Members
4. Executive Director - Sample Job Description
5. Case Scenario A - Transitions for Growing Organizations
6. Managing Meetings Effectively
7. Conflict of Interest - Sample Policy
8. Keys to Success
9. Signs of a Board in Trouble
10. Recruitment and Retention of Board Members
11. Case Scenario B - Recruitment and Retention of Board Members
12. Strategies for Developing Board Leadership
13. Planning Exercise Worksheet
14. Managing Disagreements and Conflicts Constructively
15. Essential Tools and Strategies for Advocacy

Copyright 2004 Synergy Associates Inc.  All Rights Reserved