Experience

Board Assessment and Development Projects

• In November 2021, created and facilitated a board planning retreat for the Children and Nature Network (C&NN) board that accomplished the following objectives:
  • Presented C&NN’s BoardSource Self-Assessment Survey results highlighting strengths and weakness, opportunities, and threats.
  • Highlighted opportunities for C&NN’s board growth and development based on effective governance practices for similarly situated organizations and alignment with C&NN’s Vision 2025.
• Created and facilitated one-day “Board Capacity Building” retreat for NALA: The Paralegal Association in November 2017
• Designed, administered and summarized results from customized board self-assessment for Phillips Theological Seminary Board of Trustees in May 2016
• Facilitated customized board retreat on the Roles and Responsibilities of Nonprofit Boards for Rogers County Literacy Council in January 2016
• Facilitated customized board self-assessment retreats for Crossroads Clubhouse and Tulsa Lawyers for Children
• Facilitated customized board self-assessments & annual planning retreats for Clarehouse, Inc. and New Hope Camp, Inc.
• Facilitated establishment of Historic Greenwood District Main Street through development of its bylaws, board member job description and application form, articles of incorporation, operating agreement with the Tulsa Planning Office, and executive director job description in May 2020
• Provided comprehensive board development guidance and resources including board education sessions, strategic planning and retreat facilitation for Sustainable Tulsa
• Provided comprehensive board development guidance for Tulsa Lawyers for Children through completion of a board self-assessment, attendance of committee meetings and one-on-one meetings with staff and key volunteers, and facilitation of two retreats (2018 – 2019)