Governance Advisory and Policy Reviews

Our Approach

At Vantage Point, we’ve spent years refining our approach to governance practices, structures, and policies. We’ve facilitated sessions and consulted with non-profits from a variety of sectors, including education, health, social services, advocacy, and arts.

Here’s what you can expect from our services:

Governance Advisory

Have you ever wished you could pick up the phone and call a non-profit governance and management advisor? Vantage Point’s Advisory Services provide easily accessible and affordable advice, expertise, and resources on an as-needed basis. Advisory Services support board members and senior staff facing challenges in the management and governance of their non-profit.

Book 3 – 12 hours of general advisory services for use within a 6 – 12-month time frame to guide your organization through a particular issue, project, period of change, or for general advice.

Sample issues we help with:

• Board and committee development, including succession planning, recruitment, orientation, and evaluation.
• Effective relations between the board and senior management.
• Board meeting practices.
• Governance and operational policies and procedures.
• Strategic and operational planning.
• Performance management systems.
• Organizational development practices and approaches.
• Volunteer and staff engagement.

Governance Policy Review and Development

Our approach to non-profit policy and governance extends beyond fiduciary oversight and regulatory compliance. We work with organizations to implement policies and practices that ensure effective governance and are tailored to their size, culture, and mission.

Our team of experienced staff and associates provide customized recommendations based on your organization’s unique culture, practices, and lifecycle stage. While there is no universal set of policies for success, we emphasize the importance of key policies that are clear and ensure compliance with the regulatory environment in which non-profits operate.

Sample projects we may provide:

• Drafting board manual table of contents.
• Developing board manuals, including role descriptions, a board matrix, roles and responsibilities, onboarding processes, code of ethics, delegation of authority, and governance approach.
• Providing templates for customization, such as a Governance Handbook.
• Reviewing existing policies and identifying procedures that need updating or development.

Please note: Vantage Point does not provide legal advice, and bylaws and HR policies are not included in the board manual.