Tools
These tools are designed to help boards and leadership teams take a closer look at issues that can be difficult to identify through conversation alone. Often, people know that something isn't working as well as it should, but they may have very different views about what the problem is or where it's coming from.
Each assessment provides a structured way to look at a specific part of the organization, compare perspectives, and identify where there may be gaps or differences worth exploring. They aren't intended to provide a score or a simple answer. They're a starting point for understanding what may need attention and having a more useful conversation about it.
The resources below can be used by boards, leadership teams, or both, depending on the issue you're trying to understand.
Five questions to help boards think about leadership continuity before a transition is underway. The questions focus on areas including succession, organizational knowledge, expectations, and the board's role in preparing for leadership change.
A short assessment for boards and leadership teams to examine how culture is affecting decisions, behaviors, and working relationships. It can help identify where people are having different experiences or perceptions and provide a starting point for more focused discussion.
A short assessment for boards and senior teams to look at how prepared their organization is for leadership change. It focuses on organizational knowledge, decision-making, leadership capacity, and other areas where gaps can become more visible during a transition.