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04 | Nuts & Bolts, A Practical Guide to Effective Board Assessments

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In this episode of Build Better Boards, hosts Richard Fagerlin and Dr. Keri Jacobs share a step-by-step guide to running effective board assessments, avoiding pitfalls, and driving real value.

  • Step One: Agree to Assess – Why alignment is critical before starting.
  • Facilitators Matter – Internal vs. external facilitators: Which is right for your board?
  • Timing is Everything – Avoid distractions and pick the right moment for your assessment.
  • Frameworks Drive Focus – Build assessments that align with your board’s purpose.
  • Use Data Wisely – Insights should guide improvement, not create division.

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Meet Our Hosts

With unique backgrounds in organizational health and cooperative research, Richard Fagerlin of Peak Solutions and Dr. Keri Jacobs from the University of Missouri bring a wealth of expertise to Build Better Boards.

Their combined experience offers practical, actionable insights that empower co-op boards to navigate challenges, strengthen leadership, and truly thrive.

Richard Fagerlin,
Peak Solutions

Keri Jacobs, PhD
University of Missouri