"Optimizing your board's effectiveness is AS important as your mission"
About this option
- Only $695.
- One 2-hour long, starter session.
- Can be applied toward a full Boardroom Blueprint program.
The perfect solution when…
- You aren't sure where to start and feel overwhelmed about documenting.
- You are a new board of directors with limited resources.
During the Zoom call:
- We focus on prioritizing your organization's pain points.
- See real-life examples of how systems can be implemented on your board.
- Learn how efficient documented systems will reduce stress for your directors.
Deliverables:
- 3-5 tangible priorities that your team can focus on to begin your journey.
- Understand how to set up your systems documentation workflow.
- Software recommendations and access to unpublished discounts.
Most Popular
About this option
- An affordable option at $4350.
- Five (5) 1.5-hour, one-on-one Zoom sessions.
- Personalized curriculum for your type of board.
- Schedule meetings with Jason at your convenience.
- Hours are good for up to two months and can be applied toward a full Boardroom Blueprint Program.
- Access to unpublished software discounts.
The perfect solution when…
- Your board lacks a budget to invest in the 12-week Blueprint program.
- You need minimal ongoing feedback to ensure director competency and structure.
- A specific area of the board needs additional help to implement a sustainable initiative.
- You have several engaged team members who have time to help make improvements.
During each Zoom call:
- Review how to align your systems to make your board more efficient.
- Follow Jason's proven program methods that move your team ahead quickly.
- See real-life examples of how systems documentation should be structured.
- Receive weekly feedback on the documentation and training work your team is doing.
Deliverables:
- A fully established playbook with at least 5 new, fully documented systems.
- Your team will know how to sustainably document and organize systems.
- Jason provides systems documentation instructions and videos for your software.
- You gain confidence in creating your own custom-made systems playbook.
- Jason records/documents 3-4 systems for you.
- Get additional advice on how to RUN effective board meetings.
About this option
- Billed monthly, please call for a quote based on your board's needs.
- Twelve or sixteen 2-hour, weekly Zoom sessions.
- A full concierge program where Jason does 80% of the work while your team learns.
- Options for in-office update meetings and in-the-field video recording work.
- Flexible scheduling of weekly meetings including Saturday options.
- Personalized curriculum for your type of board.
- Weekly sessions are good for up to four months.
- Access to Jason for help outside of your scheduled sessions.
The perfect solution when…
- Your board is fragile because a key director left unexpectedly.
- Your internal staff are busy and have little time to document what they do.
- Your board is poised to grow quickly in the near future and you need structure fast!
- Engrained or outdated beliefs exist that are holding back necessary change.
- You need to see the biggest ROI on your documented playbook in the shortest time.
During the sessions:
- Full oversight of the program progress for the Board Chair with minimal involvement.
- Suggestions for a wider range of process improvements and board efficiency.
- Training on how to easily set up accountable training workflows.
- Jason records all systems and converts them into clearly written training documents.
- Personalized manager/worker classes while recording actual systems.
- Ongoing, weekly review of all work being documented.
- Suggestions on how to more effectively RUN your board meetings.
Deliverables:
- A fully established playbook with at least 25 new, fully documented systems.
- Jason to begin the process of loading pre-existing systems.
- A very organized board documentation workflow that is linked to your Google or M365 account.
- Initial training workflows including director quizzes that are ready to deploy.
- Directors can continue developing your playbook on their own, into the future.
- Optional help to set up software to manage HOW you run your board meetings.
- Bonus: General business system SOPs and knowledge provided by Jason.
