What Is Your First Step?

A good doctor needs to do a bit of listening before determining what is ailing the patient and prescribing solutions.

We have three primary diagnostic tools to help determine whether your board is already healthy enough to go the distance, is in need of a minor adjustment or two, or we have a code blue on our hands. Once we know where we are, we can make a plan to get better.

Wellness Test – a Free Screening Tool

The Board Doctor's Annual Checkup

Telehealth Appointment

The Wellness Test

The Board Doctor’s Wellness Test is a 10-question screening tool that will help you assess whether everything is mostly on track, or whether your board could use a shot in the arm!  The truth is that even very healthy boards of directors could use some help from time to time, an evaluation to make sure that everything is functioning as it should. Take the free Wellness Test now and get results from The Board Doctor. I personally review each Wellness Test report and send a customized set of recommendations based upon your results.

The Board Doctor’s Annual Checkup: 
A Board Governance Self-Assesment

Whole-Board Version

Facilitated self-assessment is a great way for a board of directors to evaluate their performance against a set of standards, identify where they are performing well and not so well, and then make decisions together about what, if anything, to address.  The Board Doctor’s Annual Checkup was designed to guide boards through this important process.


Simple Step-by-Step Process

Board Members Complete Confidential Online Survey. Board members receive a link to The Annual Checkup via an online survey tool. Each person assesses the board’s performance in the privacy of their own home or office, clicking their response to each of the 100 checklist items and also providing as much explanation as they choose. Individual responses are kept in the strictest confidence.

The Board Doctor Prepares an Assessment Report. Once everyone has completed The Annual Checkup, we compile the results item by item and prepare an analysis. The report highlights areas where the board is doing great, any areas of concern, and areas where immediate action is recommended. The Board Doctor, LLC will suggest some individualized high-yield action steps to help you improve the performance of the board of directors.

(Optional) Results Are Presented in the Boardroom. Participating organizations have an option to bring The Board Doctor, LLC directly into their board room – in person or virtually – to review the results of The Annual Checkup and facilitate discussion. In one short hour or two, board members can ask questions, share their perspective further, and make decisions together about what action steps are needed as a result of their self-assessment.

Access to The Board Doctor’s Community. Everyone who completes The Annual Checkup will receive a 3-month membership in our online network of board members. Membership includes access to a robust Resource Library with information and downloadable samples for each and every item on The Annual Checkup. Want to have a board room discussion about term limits (item #6) or managing restricted grant funds (item #53)? Find articles, handouts and template policies in our Resource Library.

Are You Ready For Your Annual Checkup?

The Board Doctor's Annual Checkup
A Board Governance Self-Assessment 

Individual Version

Sometimes a board member would like to see where the group is against a list of governance best practices without asking everyone on the board to participate in the self-assessment. That’s why The Board Doctor makes The Annual Checkup available for just one individual to do on their own.

  • Same 100 Question Checkup
  • One hour debrief meeting with Cathy
  • Recommendations for priority action
  • Access to The Board Doctor’s Community

When you are ready, the place to start is by scheduling your debrief meeting with Cathy. The schedule system will then take you to pay portal and from there you’ll receive a link to the self-assessment questions.


Telehealth Appointments

For those who would prefer to just talk it through, I am listening! Tell me about your board’s idiosyncrasies and unique needs. I’ll ask a few pertinent questions designed to get you thinking about whatever might help improve the situation. If I think one of the services I offer will help, I’ll say so. I also might refer you to another resource. Whatever you need—that’s what we will try to find.