Board Support Services Survey

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* 1. What three adjectives would you use to describe your board of directors today?

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* 2. What three adjectives would you like to use to describe your board of directors one year from now?

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* 3. Please choose the Administrative Services that interest you:

	Need Now	Might Need Later
minute- or note-taking at board/committee meetings	minute- or note-taking at board/committee meetings Need Now	minute- or note-taking at board/committee meetings Might Need Later
prompt posting/distribution of board meeting minutes or notes	prompt posting/distribution of board meeting minutes or notes Need Now	prompt posting/distribution of board meeting minutes or notes Might Need Later
logistical support for in-person and teleconference meetings	logistical support for in-person and teleconference meetings Need Now	logistical support for in-person and teleconference meetings Might Need Later
distribution of board meeting packages	distribution of board meeting packages Need Now	distribution of board meeting packages Might Need Later
maintenance and safe-keeping of board documents	maintenance and safe-keeping of board documents Need Now	maintenance and safe-keeping of board documents Might Need Later

Other (please specify)

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* 4. Please choose the Board Planning & Accountability Tracking services that interest you:

	Need Now	Might Need Later
preparation of board meeting agendas	preparation of board meeting agendas Need Now	preparation of board meeting agendas Might Need Later
scheduling and timekeeping	scheduling and timekeeping Need Now	scheduling and timekeeping Might Need Later
action list and “parking lot” recording and follow-up	action list and “parking lot” recording and follow-up Need Now	action list and “parking lot” recording and follow-up Might Need Later
annual board agenda planning	annual board agenda planning Need Now	annual board agenda planning Might Need Later
ownership linkage planning	ownership linkage planning Need Now	ownership linkage planning Might Need Later
board retreat planning	board retreat planning Need Now	board retreat planning Might Need Later
researching board education options	researching board education options Need Now	researching board education options Might Need Later
Annual General Meeting (AGM) planning	Annual General Meeting (AGM) planning Need Now	Annual General Meeting (AGM) planning Might Need Later
development of annual board budget	development of annual board budget Need Now	development of annual board budget Might Need Later

Other (please specify)

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* 5. Please choose the Board Meeting Facilitation services that interest you:

	Need Now	Might Need Later
facilitation of board meeting segments/conversations	facilitation of board meeting segments/conversations Need Now	facilitation of board meeting segments/conversations Might Need Later
design of director- or staff-facilitated agenda items	design of director- or staff-facilitated agenda items Need Now	design of director- or staff-facilitated agenda items Might Need Later
facilitation of ownership linkage focus groups	facilitation of ownership linkage focus groups Need Now	facilitation of ownership linkage focus groups Might Need Later
learning methods for saving time at board meetings	learning methods for saving time at board meetings Need Now	learning methods for saving time at board meetings Might Need Later
learning how to improve board dynamics	learning how to improve board dynamics Need Now	learning how to improve board dynamics Might Need Later

Other (please specify)

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* 6. Please choose the Board Advisory Services that interest you:

	Need Now	Might Need Later
troubleshooting and coaching on board/governance issues	troubleshooting and coaching on board/governance issues Need Now	troubleshooting and coaching on board/governance issues Might Need Later
assistance with writing or assessing monitoring reports	assistance with writing or assessing monitoring reports Need Now	assistance with writing or assessing monitoring reports Might Need Later
researching items slated for board or committee deliberation	researching items slated for board or committee deliberation Need Now	researching items slated for board or committee deliberation Might Need Later
objective evaluations (audits) of board meeting processes	objective evaluations (audits) of board meeting processes Need Now	objective evaluations (audits) of board meeting processes Might Need Later
orientation of new board members	orientation of new board members Need Now	orientation of new board members Might Need Later

Other (please specify)

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* 7. Please choose the Board Communications services that interest you:

	Need Now	Might Need Later
surveying and collecting board member views before/after meetings	surveying and collecting board member views before/after meetings Need Now	surveying and collecting board member views before/after meetings Might Need Later
drafting and editing policy options and motions	drafting and editing policy options and motions Need Now	drafting and editing policy options and motions Might Need Later
drafting issue summaries, memos to board on policy or decision options	drafting issue summaries, memos to board on policy or decision options Need Now	drafting issue summaries, memos to board on policy or decision options Might Need Later
writing, editing, managing board/chairperson blog and social media accounts	writing, editing, managing board/chairperson blog and social media accounts Need Now	writing, editing, managing board/chairperson blog and social media accounts Might Need Later
crafting key messages and board communications strategy	crafting key messages and board communications strategy Need Now	crafting key messages and board communications strategy Might Need Later

Other (please specify)

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* 8. How frequent are your board meetings (virtual and face-to-face combined)?

1 - 3 per year

3 - 6 per year

7 - 12 per year

More than 12 per year

Don't know / It varies

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* 9. Would you be interested in an estimate on the cost of the services that interest you?

Yes - let's schedule a phone conversation.

Maybe - I need to check with my board first.

Not now, thanks.

Contact info/Comments:

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* 1. What three adjectives would you use to describe your board of directors today?

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* 2. What three adjectives would you *like* to use to describe your board of directors one year from now?

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* 3. Please choose the Administrative Services that interest you:

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* 4. Please choose the Board Planning & Accountability Tracking services that interest you:

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* 5. Please choose the Board Meeting Facilitation services that interest you:

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* 6. Please choose the Board Advisory Services that interest you:

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* 7. Please choose the Board Communications services that interest you:

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* 8. How frequent are your board meetings (virtual and face-to-face combined)?

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* 9. Would you be interested in an estimate on the cost of the services that interest you?

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* 10. Questions or comments about our services:

* 2. What three adjectives would you like to use to describe your board of directors one year from now?