Learn how to step back, gain a broader perspective, and then go after the prize more productively—discover better ways to get your board or Council functioning together, supporting each other, and being transparent about their individual and collective responsibilities.
When You Need to Improve Your Vision
Boards, CEOs, Councils, and TAs often hold workshops and retreats in addition to board meetings. Dr. Meier and Institute faculty facilitate these types of conferences and getaways.
Examples of workshops and retreats we facilitate are:
- Restructuring/Realignment of Governance and Oversight Practices
- Understanding and Interpreting Financial Statements and Reports
- Financial Planning & Monitoring Organization Financial Performance
- Ethics, Confidentiality, and Standards of Conduct in the Board and Council room
- Director and Council Member Legal Responsibilities
- Evaluating Board and Council Performance
- Evaluating CEO and TA Performance
- Incentive Compensation Plan Design and Performance Criteria
- Acquisition and Capital Expenditure Evaluations and Plans
- Resolving Conflicts and Disconnects in the Board or Council room
- Board or Council Committee Charter Development
- Annual Meeting Planning and Coordination
- Board and Council Policy Manual Development
- Criteria for Board, CEO, Council, and TA Decision-Making Responsibilities and Boundaries
- Conducting Effective Board, Shareholder, Council, and Tribal Member Meetings
- Strategic and Tactical Planning
- Succession Planning
- Shareholder and Tribal Member Development
