Board assessment
and training

Is your board of directors as
effective as you need it to be?

Ensure your board has the right mix of skills and people

Through board assessments, training and development, AGH’s team of advisors can help your board of directors address the needs of shareholders and/or stakeholders.

See how our board assessment, training and development could help your organization.
Contact us to learn more.

Board assessment, training & development

Consider who benefits

Any organization, for-profit or not-for-profit, that seeks to maximize the effectiveness and contribution of its board to the organization's success

Consider the benefits

Improves the board's contribution to the organization's effectiveness and success

Recruits strategic expertise and knowledge to the board for increased value and effective governance

Meets legal and regulatory requirements for representing the interests of all shareholders

Clearly defines the board's and board members' roles and responsibilities and organizational expectations

How AGH's board assessment, training & development can help your organization

Board development includes multiple areas focused on ensuring that the board of any organization is comprised of the right people with the right mix of skills necessary to help the organization succeed.

In board development, AGH consultants meet with the organization's leadership to help determine the governance needs of the organization, and assess the current board structure and function. As organizations grow and evolve, the nature of their strategic needs from the board may change. As board needs and expectations are identified, our consultants can work with an organization's leadership to identify specific skill sets and expertise needed on a board, locate and screen potential qualified candidates, and recruit them to join the board. It may also include helping define expectations of board members' activities and participation.

AGH consultants can also provide board training, offering seminars or workshops during or in addition to board meetings on topics related to maximizing board members' effectiveness or increasing understanding of their responsibilities.

AGH's board assessment services offer a variety of tools and approaches to assess the board and the CEO. For not-for-profits or privately-held companies, assessments can be customized to address the needs of shareholders and stakeholders. Areas of assessment might include best practices related to: structure, composition procedures, committees, interaction, and overall effectiveness.

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Marjorie Engle

Senior Vice President
Org. Development & Family Business Services

Marjorie Engle guides clients and their companies through executive coaching, transition and succession planning, organizational analysis, conflict management, and corporate strategy development. A specialist in assessing and developing family councils, advisory boards and boards of directors, she has extensive experience with family-owned, closely held, and public companies across many industries, as well as with not-for-profit organizations.

Marjorie holds a certificate in Family Business Advising with Fellow Status from The Family Firm Institute and is a certified coach with Family Business Partners. She is also a certified Change Leader.

Daniel White

Vice President
Org. Development & Family Business Services

Daniel White assists organizations with their organizational development needs, including strategic and operational planning, leadership development, succession and exit planning, and family business advising. He has worked with a wide range of industries, including construction, healthcare, manufacturing, banking, not-for-profits, and government organizations. He has also worked internationally as an organizational development consultant, serving organizations in Bolivia, Guatemala and Ghana. Prior to advising organizations, he worked in not-for-profit leadership and operations, directing projects with clients such as the US Department of State and the United Nations Population Fund.

Daniel serves as associate director of the Kansas Family Business Forum, hosted by Wichita State University’s Center for Entrepreneurship. He holds a certificate in Family Business Advising from The Family Firm Institute. Daniel also earned his Certified Exit Planner designation from BEI. This designation demonstrates he is qualified to provide comprehensive, professionally executed exit planning services. He has been published in Fast Company and several academic journals, and he has presented at a number of national conferences.