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A Policy Governance Workshop

Introductory Policy Governance Workshop

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Includes:

  • One-day introduction to the principles of Policy Governance. 
  • Sufficient detail and opportunity for questions, to enable a board to make an informed decision as to whether they wish to proceed with Policy Governance.

Appropriate for: 

  • Individual boards and CEOs in the exploratory stage, wishing to learn more about Policy Governance 
  • Groups of boards and management in any community, all interested in exploring the possibilities of Policy Governance 
  • New members of boards already using Policy Governance, as orientation 
  • Boards who have implemented Policy Governance on their own or with an outside helper, as a "refresher", given by a qualified coach who is fully conversant with the details of the model

To book the Introductory Policy Governance Workshop or to find out more, email us or phone 403.720.6282.

Full Implementation of Policy Governance

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Includes:

  • Two-day initial workshop, including review of principles of Policy Governance, and development of a majority of policies other than Ends.  
  • One to two-day follow-up workshop to complete policy development and begin work on Ends
    Note: Some boards may require additional time for policy development, depending on board size, type of organization, and other factors.
  • Coaching during first year of implementation (See below)

Appropriate for: 

  • Boards who have made a commitment to implement Policy Governance 

To book the Full Implementation of Policy Governance Workshop or to find out more email us or phone 403.720.6282.

Advanced Policy Governance Workshops

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Includes:
Customized workshops for boards already using Policy Governance, designed to address specific aspects of implementation and advance their understanding and application of the principles.

Appropriate for:
Boards who have already developed basic policies, and wish to deepen their understanding of Policy Governance principles to obtain the most value from the model.

Choose from a menu of topics such as:

Meaningful Monitoring
Learn about monitoring "in the real world" by looking at actual examples of monitoring reports form a variety of organizational types. We will discuss examples to emulate, and traps to avoid. At the end of this session participants will know: 

  • How to properly assess a monitoring report (if they are board members) 
  • How to prepare a good monitoring report, including interpretation and evidence (if they are staff) 
  • How to identify common traps in monitoring and avoid them

How to Eat an Elephant - Ownership Linkage
Ownership Linkage is a key element of the board's job, and an essential part of creating Ends. To many boards it seems such an overwhelming job that it feels like trying to eat an elephant. This session will break that elephant into some "bite-size" pieces, examining key elements and actually creating a "perpetual" comprehensive ownership linkage plan.

  • Who are your owners?
  • How do you "get to" them? 
  • What about "representative" input? 
  • What kind of questions do you ask? 
  • What do you do with the information when you get it? 
  • Can be expanded to actually develop your customized ownership linkage plan.

Future-Focused Agendas
Do your agendas sometimes feel like you are just going through the motions?  Once your board has developed its policies, how should you spend your time to provide effective leadership?  You know that your role is not to focus on operations, so what should you be doing?  This session offers practical ideas and tools to help your board lead from the front of the parade, with an eye to helping create the future for your organization.

Servant-Leadership in Policy Governance
Examine how the concepts of Servant-Leadership enunciated by Robert Greenleaf, and the Policy Governance model can be integrated. We will look at how a board can apply the concepts of Servant-Leadership within the principles of the Policy Governance model, using specific examples of how policies can be developed to make this possible. At the end of this session, participants will understand:

  • The major concepts involved in Robert Greenleaf's writings about Servant-Leadership 
  • How an organization can integrate the concepts of Servant-Leadership into its policies 
  • The synergies between Servant-Leadership and Policy Governance 

Using Policy Governance to Shape Risk Culture
The heightened interest in governance at corporate levels has led to boards in all types of organizations being more aware of the risks associated with board membership, as well as the need to have a well-designed risk management strategy for their organizations. In this session, participants will have an opportunity to identify various types of risks that concern their organizations. They will leave with a process by which they can turn the "worries" associated with those risks into policies that can be readily monitored. This process, done regularly, frees up the board's "psychic RAM" to concentrate on Ends-related issues.
 
Board Self-Evaluation
As a board, you are entrusted with the stewardship of resources on behalf of someone else. That places a moral obligation on you to use those resources most effectively. This means that the board must be able to show accountability for the organization as a whole. Is it achieving what it ought to achieve? The board sets the direction for the organization. If the board is not doing its job effectively, the whole organization suffers. The board is responsible for its own development, job design, self-discipline and performance. These are not areas that can be delegated to the CEO. Self-evaluation is a way to assure yourselves and your ownership that you take accountability seriously. Learn the details of how to do a good self-evaluation. This session may be expanded into a guided self-evaluation.
 
Designing A Governance Information System
Managing the "paper blizzard" related to board work can be daunting. In this session, we examine what kinds of information a board needs, and how it differs from the information used by management. We also explore information sources and ways of organizing governance information to most effectively support board work.
  
 To book an Advanced Policy Governance Workshop or to find out more email us or phone 403.720.6282.

Policy Governance Workshops For Management

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Custom-designed workshops Includes: 

  • Introduction to Policy Governance, to understand implications for management
  • Facilitation of strategic planning sessions following board development of Ends
  • Development of monitoring reports that meet board needs
  • Application of Policy Governance principles to the managing of staff

Appropriate for:    Management and/or all of the organization staff 

To book a Policy Governance Workshop for Management or to find out more email us or phone 403.720.6282.

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