How is your agency doing with consistency and accountability?

📘 Board Handbook Development

Create a custom Board Handbook that outlines your agency’s unique policies, roles, procedures, and ethical standards. Our advisors work with your team to identify and define sections that may include:

• Board and staff roles

• Meetings and rules of order

• Ethics, censure, and removal protocols

• Training requirements and succession planning

• Conflict of interest and public records standards

Tailor your handbook to reflect your agency’s values and legal responsibilities, ensuring that every board member—whether new or seasoned—can lead with confidence.

🧭 Board Secretary Training

Support your team with specialized training for clerks and board secretaries. This multi-session program covers:

• Agency governance and the Brown Act

• Board communication protocols and onboarding

• Records management and the Public Records Act

• Conflicts of interest, ethics, and transparency certification

• Developing compliant agendas and resolution tracking

Each topic is delivered through focused sessions to strengthen operational knowledge and compliance readiness.