Special Client Materials

These are collateral materials for current client engagements. The name of the client is occasionally referenced, but no confidential material is included.

Transition to Policy Governance This series of slides outlines the key steps in the transition to a policy governance model for not-for-profits. It contains a draft policy document as well as an Excel spreadsheet for capturing performance metrics.

Sample Process Capture This series of HTML pages demonstrates how work processes can be captured and distributed as an option on the company intranet.