CASE STUDY: Board Seeks to Complete Stalled Governance Change Process

CASE STUDY: Board Seeks to Complete Stalled Governance Change Process

Situation
stalled roadblock image for blog

An Association Board began the process of role clarification for leadership and staff, including updating operational procedures. After almost a year of work, they were unable to conclude the process with consensus on decisions and next steps. That’s where The Kushner Companies stepped in.

Background

  • This all-volunteer-run organization gradually shifted to hiring of staff, yet volunteers had continued involvement in most operational matters
  • Membership growth precipitated the hiring of a few employees, and eventually up to 30 staff members
  • Operational and governance policies required updating to reflect the changing structure
  • Staff leadership turnover created confusion, lack of clarity about roles, and mistrust
  • New chief staff executive sought closure to governance changes

 

Actions

  • Reviewed internal governance documents, board minutes, operational and employment policies
  • Conducted interviews with senior staff and volunteer leadership to determine respective assessments and goals
  • Facilitated special meeting of the board that included discussions about current situation, expectations and measures of success
  • Developed consensus on key factors related to change process
  • Prepared summary of discussions with recommended actions to be taken
  • Presented summary at debriefing session of the board, confirmed items of agreement
  • Held separate meeting with officers and chief staff executive regarding role clarification and recommended policy changes

Outcomes

  • Board developed clearer perspective of its roles and those of staff
  • Opened discussions about problems resulting from board involvement in day-to-day operations while serving in volunteer status
  • Presented a plan of actions to be considered by board to conclude change process
  • Previously “hidden” internal conflicts surfaced, and discussion among parties took place in a facilitated setting to assist in resolution of issues
  • Timeline prepared for board actions
  • Internal policies and procedures reviewed and modifications suggested
  • Board voted to adopt changes

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