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.

AS-3Specifications


1
Review
consulting services

Pay special attention
to agenda and fees.

AS-4BdsConfirmation


2
Complete and submit
the appropriate interest form

If you are unsure of your board needs,
complete the Diagnostic Interest Form.

AS-2Setup


3
We connect you with a
consultant within 5 days

Client receives an email with a consultant match (bio and contact information included).

AS-7Survey


4
Schedule an intake call with a
consultant within 3 days

Allow for 15-30 minutes to discuss
needs and next steps.

AS-5Client-Comfirmation


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.

AS-8Report


6
Submit
your feedback

We want to know how everything went!
BoardSource will follow-up with
you after the engagement.