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← Back to getting your board to govern

The Board Governance Diagnostic.

You know your board is a problem, but board problems are not one thing, and the fix for a board that does nothing is the opposite of the fix for a board that does too much.

This finds which board problem you actually have and hands you an ordered plan, so you work the right one first instead of the loudest one. It is a sorting instrument, not a fix. It will not clarify roles, reset your board, or build oversight. It is not a scorecard to grade your board members, and it is not a place to vent. It is a short, honest read that ends with a written plan, and it takes about ninety minutes.

If you are in an active governance crisis right now

A resignation threat, a legal dispute, a suspected breach of duty: handle that first with the right professional, a nonprofit attorney or accountant, not with a plan. Then come back to this. Naming that is not this failing; it is being honest about where its edge is.

Step 1

Get the picture of how your board actually behaves

You cannot diagnose a board from its charter. You diagnose it from what it did last year. Snapshot the board as it is, size, terms, officers, who actually shows up and speaks, and write down its last three real decisions: did the board decide, or ratify what leadership had already decided, and was anyone accountable for the outcome.

Who: whoever is driving this, the executive director or the board chair, with the other of the two, because a board seen from one chair is seen at half resolution. Produces: the board as it behaves, not as it is chartered.

Open the Board Reality Snapshot →
Step 2

Locate which board problem you have

Now place your trouble in one of the recognizable forms, because the form decides the guide. Answer each of these the way the board really behaves, not the way the minutes read.

Step 3

Check it against reality

A board rated from inside its own meetings looks better than it is. Ask one honest question of yourself, the board chair, and one other member, separately, and compare the answers. Where the honest answer is worse than the rating, trust the honest answer.

Produces: the board's real starting point, not the flattering one from the minutes.

Open the Governance Reality Check →
Step 4

Turn it into an ordered plan

Turn the finding into a plan that names your first guide, what follows, and a start date. Where more than one is true, the order is clarity, then engagement, then oversight, then composition, because a board cannot reset behavior against a line nobody drew, cannot build oversight it is not willing to do, and cannot be well developed before it knows its job.

Who: you, with your board chair, whose agreement the plan needs, because the board is the one being asked to change. Produces: a one-page plan with a dated first move.

Open the Board Priority Plan →

When to call a real person

Two moments here call for someone outside these pages. If this surfaced an active fiduciary, legal, or tax problem, a suspected breach, a lawsuit, a lapsed filing, a question about your tax-exempt standing, that goes to a nonprofit attorney or accountant this week, not into a plan. And if the board conflict has become a genuine legal dispute between board and leadership, that needs counsel before any reset.

How you will know it worked

You can say, in one plain sentence, whether your board problem is clarity, engagement, oversight, or who is on it. You have a written plan naming a first guide and a date. And you could describe the problem to a trusted peer without blaming individuals, because you are looking at the governance, not the personalities.

If you arrived here in a crisis and have now steadied

Once the acute problem is handled and the board is functioning, it is worth stepping back to look at the whole organization, not just the board. There is a short whole-organization check-up waiting when you are ready. That is not a pitch. It is the next honest thing to look at. The whole-organization check-up →

You can always go back to the overview or start over from the welcome page.