The heart and soul of every foundation and social sector organization, the Board of Directors bears responsibility for the fiscal health, program effectiveness, and vitality of the organization. Stewardship, governance, mission, vision, strategic planning, program implementation, evaluation -- all are facets of the Board's legal and ethical obligations. The Wells Philanthropic Group brings extensive practical experience as well as theoretical understanding to assist the boards of foundations and nonprofit organizations to develop to the fullest their capacity for leadership and stewardship.
Board Self-Assessment
How can a philanthropic organization understand where it is in its own development? The key to achieving alignment and common understanding for the Board of Directors, a formal self-assessment is the prerequisite to all planning and an essential factor in board recruitment and leadership development. Organizations that we have guided through the self-assessment process report renewed vibrancy, increased cohesiveness, and improved effectiveness in carrying out their mission. Drawing upon the latest research on sound practices and principles from the National Center on Family Philanthropy, BoardSource, Independent Sector, the Foundation Center, and other sources, our guidance combines metrics with in-depth qualitative analysis to help clients achieve useful self-knowledge, self-awareness, and commitment to mission.
Strategic/ Action Planning
How can a philanthropic organization develop its goals strategically? Our retreats and interactive workshops clarify vision and mission, strengthen the Board’s leadership role to establish strategic directions, and implement the strategic plan.
Leadership Coaching and Training
We offer personal professional coaching in leadership, management, the psychology of teams, and strategic board development to Board Chairs and Executive Directors.
Further Reading