Governance Toolkit

CalSAE and DeLizia Consulting Services have partnered to develop a set of association governance tools designed to improve organizational productivity, decision-making, and communication among your Board, committees, and staff. These tools have been field-tested and peer-reviewed to validate their effectiveness, and can be customized to meet your association’s particular needs and structure.

We've developed two sets of tools.

#1 - Board Orientation Package

This package contains a complete set of materials to conduct a Board orientation based on best practices in association management and will clearly lay out the roles, responsibilities, and expectations of the leadership team, including the Board/CEO partnership. The package includes a facilitator’s guide for the CEO and Board Chair, an extensive set of visual aids, participant handouts, reference checklists, and more. All materials are customizable and can be used to deliver a comprehensive orientation or a more targeted program focusing on selected needs.

The Board Orientation package will:

  • Save time with a ready-made set of tools and complete instructions
  • Allow you to customize the tools for your own needs (PowerPoint and Word-based)
  • Provide a set of field-tested materials that have been peer-reviewed by other association CEOs
  • Engage participants with activities and handouts
  • Guide staff or elected leader facilitators with complete instructions, as well as a 23-page facilitator guide, PowerPoint slides, a set of 11 activity worksheets and training aids
#2 - Board Meeting Productivity Package

This package contains an extensive guide on working with the Board to increase meeting productivity and support improved communication with committees. It has extensive examples and practical tools, such as a strategic board agenda template, committee reporting and recommendation tools, and a board meeting evaluation tool.

The Board Meeting Productivity package contains:

  • A set of 11 documents all designed to support increased productivity by the Board and committees of the association
  • A 14-page guide for using the tools and increasing board meeting productivity
  • Board meeting commitment log
  • A “strategic board” agenda template and annotated sample agenda
  • Board meeting evaluation tool
  • Committee charge progress report and final report tools
  • Committee recommendation tool


Member: $199
Non-Member: $279

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Sample Tools*

*Please keep in mind that most samples are multiple pages and these snapshots only show a part of a document.
The work is distributed through CalSAE and copyrighted by DeLizia Consulting Services. The purchasing organization is granted the right to customize and use this work for internal purposes only. Additional licenses can be purchased at a discount for use by sister organizations, independent chapters, etc.