The Case

DLG conducted Trustee and staff interviews to learn the history and needs of the Foundation. In addition to taking the lead on the planning, execution and follow up for all board and committee/working group meetings, DLG created communication plans, annual calendars, clear Trustee roles & responsibilities, conducted committee evaluation and developed charters for five committees, launched a system to track board giving, and re-evaluated board training for new Trustees. To enhance board operations and efficiency and minimize confidentiality risks, DLG researched eight board management software platforms, assisted in the selection, implementation and training of a new system called OnBoard. DLG provided WMLSF with recommendations to strengthen board governance, document and data management, and how to strike a balance between Trustee vs. staff time commitments for Foundation related programs and projects.