At CoSpire, we see every project is an opportunity to activate potential, cultivate leadership, and nurture meaningful change. Read on to learn how we did that for a nonprofit, right here in Oklahoma.
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
That’s often the best place to start. We’re experienced at helping organizations untangle complexity, set priorities, and move forward step-by-step. You don’t have to have it all figured out before reaching out — that's what we're here for.
It depends on your needs and goals. Some engagements are short-term (one retreat or a few coaching sessions), while others span several months to support deeper change. We'll work with you to set a pace and scope that feels right for your organization.
That’s natural — and we get it. We work hard to create a supportive, positive environment where everyone feels respected. We approach our work with humility, deep listening, and a collaborative spirit so that change feels empowering, not overwhelming.
Yes! We've created a comprehensive guide to help board secretaries take better minutes, stay organized, and support strong governance. It is also a useful tool for employees who liaison to boards and committees and provide administrative support.
Absolutely. We design customized training sessions that meet your board right where it is. Whether you're onboarding new members, refreshing governance skills, or working toward higher engagement, we'll build a session around your goals and challenges.
You're not alone. We work with boards to design executive evaluation processes that are clear, constructive, and aligned with best practices. We'll help you create a framework that supports leadership growth and strengthens the board-executive relationship.
We start by listening — getting to know your organization, your mission, and the environment you're working in. From there, we design a strategic planning process that's practical, engaging, and tailored to your lifestage and aspirations. Every plan is built to be used, not just admired.
Yes. We offer both virtual and hybrid options, as well as in-person facilitation when needed. We’ll work with you to design a format that brings your board or leadership team together in a meaningful and effective way, no matter where you’re located.
Yes. We regularly speak at conferences, workshops, and special events on topics related to nonprofit leadership, governance, strategy, and organizational growth. If you're looking for a speaker who brings practical insight with warmth and energy, we’d love to talk.
