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Retreat on Roles and Responsibilities of the Board for a Private Research University [Case Study]

Retreat on Roles and Responsibilities of the Board for a Private Research University [Case Study]

AGB Consulting offers a variety of board development services, with topics such as strengthening board culture, establishing the right committee structure, or developing a board orientation program. Below is a short case study from a board professional of a private research university with 40+ board members that planned a retreat focused on understanding the board’s roles and responsibilities.

We believe that we have a great board, in part because we continuously strive to do better. We are active, engaged members of AGB and have been so for many years. When we found ourselves with a change of leadership on the board, we reached out to AGB Consulting to facilitate our annual board retreat and ensure a smooth transition.

We worked with an AGB Consultant to plan the retreat. As part of the planning process, the consultant familiarized himself with our board members, procedures, and processes. He included the president, the outgoing and incoming board chairs, and me (the board liaison) on all the planning leading up to the retreat. At the retreat, board members participated in a series of small discussion groups focused on the roles and responsibilities of the board with large group discussions in between. In both the small discussion groups and the larger conversation, our consultant balanced listening with posing thoughtful questions.  The day ended with a plenary on challenges facing the university and strategies on how the board can meet these challenges.

The retreat was reinvigorating for the board.

Involving the incoming chair on all the planning was a great way for him to understand his new role and for the other board members to also see him in a leadership position. And a refresher on roles and responsibilities was just what the whole board needed as it prepared for the transition.

Learn more about AGB Consulting's board development services.
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