Process & Timeline
We offer a range of solutions to support boards and individual leaders as they work to build and strengthen their work. Here’s how the process works*.
1
Review
consulting services
Pay special attention
to agenda and fees.
2
Complete and submit
the appropriate interest form
If you are unsure of your board needs,
complete the Diagnostic Interest Form.
3
We connect you with a
consultant within 5-7 business days
Client receives an email with a consultant match (bio and contact information included).
4
Schedule an intake call with a
consultant within 3 business days
Allow for 15-30 minutes to discuss
needs and next steps.
5
Review and
sign contract
Client receives a standard contract once both parties agree on agenda and scope; contract must be submitted prior to start of engagement.
6
Submit
your feedback
We want to know how everything went!
BoardSource will follow-up with
you after the engagement.
* We recommend planning at least 2-3 months in advanced of your desired event date to allow for sufficient time to work with your consultant