Jon D. Wheeler (retired) 
10245 Ski Hill Drive
Leavenworth, WA 98826
ph: 509-679-4635
jon
Organizational Governance
My experience as a board of director member of several businesses as well as numerous nonprofit organizations has given me insights into the importance of getting the relationships right between board members, the board and the management team, and the board and its constituency. Doing so takes careful planning and forethought. You will get what you seek. I can help you with developing a structuring plan for your organization.
Governance Structure Review
This is an indepent review of your governance structure. The process includes:
- Reviewing the "three-legged stool" supporting your organization, i.e., the articles of incorporation, the bylaws, and the statement of governing principles.
- Defining the proper role of the board in your organization.
- Analyzing the fit between the members of your board and the skills needed to accomplish your mission.
- Defining the duties and responsibilities of the individual board members.
- Defining the duties and responsibilities of the CEO.
- Analyzing the relationship between the board and CEO of your organization.
- Preparing and delivering a full governance structure report with recommendations for areas of improvement.
Governance Consulting
Perhaps you have already identified some areas that need improvement and need help in coming up with solutions. I can help you by bringing a "set of fresh eyes" to the situation and a new perspective on developing solutions to that will fix the problem.Board Meeting Management
Are you having trouble with your board or other meetings? This is one of the most common complaints from people in organizations, whether commercial businesses or non-profits.
Running an effective meeting can be something of an art. I can help you with advice on preparing effective agendas, controlling the flow of a meeting, the importance of starting and ending on time.
Upstream Northwest, Inc.
"UNW" offers leadership training seminars as well as strategic planning and visioning facilitation services. Most organizations find it useful to "step back for another look" and "reorient" their management teams and strategic vision from time to time. This company has experienced guides who can lead you through the process. You may contact this company at www.upstreamnorthwest.com or a sister company BeClearly at www.byclearly.com for additional information about the array of services they offer in these fields.
"Jon is particularly adept at creating organizational structure and enacting policies and procedures to govern the board. He has an ability to listen to all input from board members and coalesces decisions that are fully supported.
Jon runs meetings efficiently and effectively. He delegates responsibility to board members and committees so that everyone is involved and engaged.
Recently Jon has guided the board through a very ardous financing process and he kept the board well informed and engaged throughout."
Randy Trettevik
Chief Financial Officer, Senior Services of America, Tacoma, Washington
"Jon's greatest asset is his ability to peel the layers and get to the core of the issue>'
Clark Vanderlinden
President, Board of Directors, Leavenworth Summer Theater, Leavenworth, Washington
"Jon, you are a serious value to any group".
Mike McNeilly, President
Board of Directors
Leavenworth Golf Club,
Leavenworth, Washington
Copyright 2010 Jon D. Wheeler, PS. All rights reserved.
10245 Ski Hill Drive
Leavenworth, WA 98826
ph: 509-679-4635
jon