"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- Software recommendations and access to unpublished discounts.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 $4550.
- 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- Access to unpublished software discounts.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.
Questions you may be thinking:
Our board is complex and unlike many others... will your programs work for us?
Yes! My Board Blueprint method works for any business or non-profit in any industry, guaranteed. The program structure will be set up custom for your organization's needs and culture. Systems are the lifeblood of every board and need to be clearly defined, understood by all, and followed, no matter the type. Still concerned? Let's set up a Zoom call to talk it through.
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