Services

Basics Package

Best for evolving teams moving from scattered emails to an organized, unified, and professional digital board hub.

All features included in the Basics Package
BoardEffect or preferred management platform setup, technical onboarding, and meeting data entry
Board committee formalization, including charter and bylaw development for Governance, Audit, and Compensation committees
Strategic board growth coaching for identifying and recruiting new members
Comprehensive new member onboarding and material preparation
Ongoing compliance oversight, including the collection and filing of COI forms
Board officer leadership development and clear documentation of individual responsibilities

Best for mature boards seeking to refine leadership, expand their organizational influence, and maintain strict compliance.

Best for mature boards seeking elite white-glove logistics, high-stakes succession strategy, and total executive leadership support.

Includes all features of the Basics and Governance Packages
Selection and logistics management of board holiday or birthday gifts and cards
In-person board meeting logistics management
Hotel contract coordination
Off-site dinner coordination
Facilitator coordination, including contact and scheduling with an independent facilitator
Board bylaw and policy auditing
Board succession planning
Executive Director and CEO performance review management

See what’s included in each level of support.

Platform & documentation setup

✓

Board governance & growth

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✓

Premium logistics & succession support

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✓