I. Overview: With the change in the business climate and demands on volunteer leadership time, sorting out Board/Staff roles has never been more critical to the effective operations of your organization.

II. Objectives:
1. Identify critical board roles
2. Determine the critical lines of business to support the organization’s mission.
3. Create specific benchmarks for the organization to address
4. Develop an understanding of what is expected in the board/staff relationship

III. Methodology:
1. Individualized workbook applications
2. Presentation and discussion of options
3. Group discussion and decision-making
4. Time required: one day

IV. Program Outline:

I. Board Role
A. What do boards do?
B. Gap Analysis: What are we doing and what should we do?

II. Organizational Functioning
A. What are we doing: Primarily
B. What else might we do?
C. What five things do we need to do - really well?

III. Benchmarks for success
A. Our role in that area
B. Priorities to address
C. Benchmarks for success
D. What to examine

IV. Board/Staff expectations:
A. What does the board need have to address:
• Fiscal responsibility
• Funding support
• Mission drift
• Priority adjustment
• Tactical involvement
• Board succession
B. What “operational model” should the staff expect?
• Paternal
• Entrepreneurial
• Professional
• Fusion
C. Tailoring the Understanding
• Option A
• Option B
• Option Z