How to Get Your Board and Staff on the Same Page (Without a Retreat)

📉 The problem

This nonprofit had a hardworking team and a well-meaning board — but no shared roadmap. Board meetings focused on updates, not strategic action. Staff knew what wasn’t working, but struggled to frame the issues in a way the board could help solve.

🧠 Why it’s worth solving

Without operational clarity, boards default to fundraising pressure or program review — not the deeper infrastructure work that sustains impact. A lack of alignment can lead to stagnation, burnout, or missed opportunities for growth.

🗺️ How we made it better

Through our assessment, we helped the team surface key pain points and organize them into a sequenced, cost-aware plan. This included internal process improvements and low-cost tech shifts — all presented in a way that empowered the board to engage meaningfully. The outcome wasn’t just insight — it was shared direction.