When we began working with Bartlesville Regional United Way, they weren't responding to crises—they were ready to raise the bar. Systems were in place, passion was evident, but something was missing. They asked us to help illuminate the path forward.
We examined the effectiveness of their board structure, leadership, and governance culture. Through a comprehensive governance audit, trustee interviews, and a facilitated retreat, we delivered a roadmap for stronger engagement, clearer roles, and long-term sustainability. The result was a renewed board culture and a shared commitment to leading well.
We conducted a comprehensive audit that examined bylaws, board structures, leadership practices, and governance policies. Our approach blends leading practices with the realities and aspirations of the nonprofit’s unique culture, ensuring our recommendations are both strategic and sustainable.
Rather than relying on surveys alone, we engaged in one-on-one conversations with each trustee. This candid, confidential dialogue surfaced unseen challenges and unearthed untapped opportunities. It also ensured that every board member’s voice shaped the future direction—fostering deeper buy-in and commitment.
This retreat was an interactive, reflective space where board members explored governance recommendations, examined their leadership dynamics, and committed to tangible next steps. We created an atmosphere of trust, curiosity, and action that reignited passion and clarified purpose.
"CoSpire’s governance audit was transformational for our board. The process provided invaluable clarity, strengthened our leadership culture, and set us on a path for stronger, more effective governance. We saw immediate benefit, and we are so excited about the future."
Lisa Cary
Executive Director, Bartlesville Regional United Way
