Client Work

Bringing our work to life

We have had the privilege of serving as board advisors for Canadian non-profits, professional regulators, charities, Crown Corporations and others. Learn more about our work.

Case studies have been anonymized. In some cases, some identifying details have been changed.

Board Advisors for Governance Reviews and Strategic Planning | Canadian Non-Profits | Professional Regulators | Charities | Crown Corporations

Embed - National Healthcare Organization

Interim Corporate Secretary & Governance Modernization

A governance review identified a gap that new policies and procedures could not fill. It needed a strong governance leader who had done the job before.

LEARN - Non-profit sector association, created by a special Act

Customized board training program

A provincial member-based organization created by a special Act, had unusual governance complexity. Its Council wanted to enhance its effectiveness, but regular board training would not work.

Diagnose - Non-profit organization, licensed and funded by government

Governance, Organizational and Financial Review

A comprehensive review of an organization licensed to deliver social services and funded by the province. A complaint against a leader brought long-standing tensions, to a critical moment.

implement - Non-profit health and training organization

Program Policy Review & Intensive Support to Implement Policy Reform

A national non-profit's largest program had over 1000 pages of policy that was out of date, and presented risk that the board found unacceptable.

DESIGN - Non-profit organization

Governance Playbook and Strategic Design

An operating board wanted to support a high-performing CEO and transition to a governing board, but it wasn’t sure how.