Dan Clark Associates

Board Packet Weight Loss

The report, by its very length, defends itself
against the risk of being read.
--Winston Churchill

Philosophy

Directors have a fiduciary responsibility and want to avoid legal hassles. As the world becomes more complex and remains in a state of flux, a director needs to focus more on what is truly important. The planning process determines what's important. We celebrate and respect your uniqueness. No two organizations are alike even though in the same field of endeavor.

Clients

Board agenda packets tend to get out of hand over time. It's hard to remove stuff once it gets in there. As a result, packets tend to weigh more than they ought to. More importantly, all the necessary stuff you need to look at is buried. Allow us to take a look.

Customized to suit your needs

Weight Loss Benefits

  • Directors focus on, and spend more time on, long-term and strategic issues.
  • Directors save hundreds of hours yearly by having to read only essential materials.
  • Agenda materials inspire study and make more sense to the creative Board of the 21st Century.
  • Reduced staff time preparing the packet -- what is the opportunity cost of that?

Simple Two-Step Program

  1. Gather up two typical, recent, and complete board agenda packets, and a copy of your present business plan (vision, strategic, long-range and operational). Chose the Silver, Gold or Platinum program, and mail the materials to us with your check for the fee. Please include your name, e-mail address and day-time phone number.

  2. Upon receipt of the requested items, we will contact you with the projected delivery date; we can usually send your written report, and return your submitted materials in two to four weeks. The report will identify the essentials based on our understanding of the ubiquitous needs of credit union directors, and your unique business plan -- the rest will be distracting materials that cloud and crowd the important things that are presently the proverbial needle in your board-agenda-stack.

Fees

Silver Program

Pay the one-time fee of $495 for this one-time analysis. Save 20% when you buy this in combination with another service.

Start the simple two-step process today!

Gold Program

Pay the one-time fee of $695 for the Silver Program plus a conferance call to review the recommendations; ask about the cost of our toll-free conference call service. Save 20% when you buy this in combination with another service.

Start the simple two-step process today!

Platinum Program

Pay the one-time fee of $1195 for the Gold Program plus a 90 minute Webinar. The Webinar will build support for objectives of an improved Board meeting and the materials to support it. Save 20% when you buy this in combination with another service.

Start the simple two-step process today!

Guarantee

We will treat your documents as confidential.

If after a year you are not satisfied that we saved you more time and money than the fee, you’ll get your money back just for asking. There’s nothing to lose, except pounds of paper.




Rev 7-2-2007