Strategic Management Consulting

Providing guidance in a variety of areas to meet your specific needs

Sucession Development 

  • Management
  • Volunteers

Volunteer Development Today’s boards of directors are faced with leading organizations whose complexity has increased by orders of magnitude in just the past three decades. Unfortunately, board governance has not always evolved along with the pace of change. These programs are offered as a progressive methodology for developing Board competencies, methods, and practices.

  • Board Duties and Responsibilities
    • Position Descriptions for Directors, Officers, and Committee Members
    • Develop Board Responsibility Policy to Include
    • Code of Ethics
    • Participation and Expectations
    • Management and Control
    • Education Guidelines
  •  Volunteer Succession Planning
    • Development of Desired Director/Volunteer Qualifications
    • Development of a Strategic Recruitment Plan and Exit Plan
    • Establishment of a Professional Candidate Assessment Process
  • Volunteer Education Guidelines and Requirements Plan
    • Development of a plan to ensure that every active Volunteer pursues a plan for continuing education throughout his or her career as a volunteer to remain current about topics and issues relative to the Credit Union and in order to effectively serve and lead the Credit Union for the benefit of its members.