Board Consulting

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First name

Last name

Company name

Position

Multi-line address

Country/Region

Address

City

Zip / Postal code

Organizational Snapshot

Mission, Vision, and Core Values

What is the preschool’s purpose, and what values drive decision-making?

Program Model & Philosophy

Is the program play-based, Montessori, Reggio Emilia, etc.?

Are there specific curriculum or regulatory frameworks in place?

Organizational Structure

Who makes up the leadership team?

Who is currently on the board (if anyone), and what are their roles?

Current Board Landscape

Board Composition

How many board members are there?

What backgrounds or skill sets do they bring?

Board Strengths & Challenges

What’s working well?

Where are there gaps or frustrations?

Engagement & Participation

How active are board members?

Do they attend meetings, contribute ideas, or support fundraising?

Board Recruitment History

How have new board members been recruited in the past?

What has or hasn’t worked?

Goals for the Board

Why is board development a priority right now?

Are there new challenges, opportunities, or strategic shifts driving this?

What does an ideal board look like in the next 1–2 years?

Number of members?

Specific skills (finance, legal, early childhood education, etc.)?

Level of involvement?

What role should the board play in...

Fundraising?

Strategic planning?

Community connections?

Oversight and governance?

Communication & Culture

What is the school’s leadership style and team dynamic?

Collaborative

Top-down

Informal

What kind of relationship does the leadership team want with the board?

Hands-on partners

Strategic advisors

Occasional contributors

How does the team prefer to communicate and make decisions?

Formal meetings

Email updates

Consensus-based decisions

Resources & Boundaries

What budget or resources are available for board development?

Are there any legal or licensing requirements for board composition (e.g., nonprofit status, parent representation)?

What is the timeline for seeing progress or results from the consultant’s work?