250-213-2344

Governing Organizations

Governing Organizations

We can help you

  • Improve the effectiveness of your board
  • Build goodwill and trust among members of the board, management and staff
  • Navigate the sometimes blurred line between governance and management
  • Ensure your governing documents (bylaws, policies, and regulations) reflect your actual governance and operating practices
  • Set acceptable boundaries for action and performance
  • Help you generate a shared vision and realistic and achievable plans
  • Improve how you partner and collaborate with other agencies for stronger social impacts
  • Develop succinct and practical communications tools that enhance member relations and internal alignment

Services

Governance and Organizational Assessments

Systems-level assessments for better oversight and strategic execution

  • Overarching Governance Model Review
  • Committee Structures and Terms of Reference
  • Organizational Capacity Assessments

Board Development

Enhance board performance for stronger governance and oversight

  • Board Orientation and Training
  • Board Self-Assessments
  • Board Capacity Building

Strategic and Operational Planning

Align your resources and services around the impacts you want to create

  • Multiple-stakeholder Shared Visions
  • Strategic Planning and Facilitation
  • Operational-Level Planning
  • Member Communications Blueprint
  • Brand Development

Policy Development

Empower action within acceptable boundaries

  • Policy gap analysis
  • Policy indexing
  • Policy writing
  • Policy manuals

Member Relations and Communications

Better reach and serve your members through mission-driven communications

  • Program and Service Review
  • Member Engagement Surveys
  • Member Communications Blueprint
  • Brand development

Bylaw Review and Development

Ensure that your governing rules follow best practice, your values and what’s real for your organization

  • Bylaw research and compliance reviews
  • Bylaw writing
  • Special Resolution preparation and advising

Board – Staff Roles and Relations

Create role clarity and foster goodwill to promote better governance and strategic execution

  • Board, Management, and Staff Roles and Responsibility Matrices
  • Executive Performance Review
  • Compensation Benchmarking
  • HR Policy and Process Development

Multi-Agency Partnerships and Collaboration

Develop collaborative capacity between partners for stronger outcomes

  • Multi-Agency Collaboration Frameworks
  • Partnership Agreements
  • Collaborative Capacity Building
  • Social Impact Planning

Organizational Capacity Review and Development

Ensure that your organization has and develops capacity to meet your strategic objectives

  • Organizational Gap Analysis
  • Feasibility Studies
  • Benchmarking and Best Practice Research
  • Action Research
  • Leadership and Personal Development
  • Team Building

Services

Governance and Organizational Assessments

Systems-level assessments for better oversight and strategic execution

  • Overarching Governance Model Review
  • Committee Structures and Terms of Reference
  • Organizational Capacity Assessments

Board Development

Enhance board performance for stronger governance and oversight

  • Board Orientation and Training
  • Board Self-Assessments
  • Board Capacity Building

Strategic and Operational Planning

Align your resources and services around the impacts you want to create

  • Multiple-stakeholder Shared Visions
  • Strategic Planning and Facilitation
  • Operational-Level Planning
  • Member Communications Blueprint
  • Brand Development

Policy Development

Empower action within acceptable boundaries

  • Policy gap analysis
  • Policy indexing
  • Policy writing
  • Policy manuals

Member Relations and Communications

Better reach and serve your members through mission-driven communications

  • Program and Service Review
  • Member Engagement Surveys
  • Member Communications Blueprint
  • Brand development

Bylaw Review and Development

Ensure that your governing rules follow best practice, your values and what’s real for your organization

  • Bylaw research and compliance reviews
  • Bylaw writing
  • Special Resolution preparation and advising

Board – Staff Roles and Relations

Create role clarity and foster goodwill to promote better governance and strategic execution

  • Board, Management, and Staff Roles and Responsibility Matrices
  • Executive Performance Review
  • Compensation Benchmarking
  • HR Policy and Process Development

Multi-Agency Partnerships and Collaboration

Develop collaborative capacity between partners for stronger outcomes

  • Multi-Agency Collaboration Frameworks
  • Partnership Agreements
  • Collaborative Capacity Building
  • Social Impact Planning

Organizational Capacity Review and Development

Ensure that your organization has and develops capacity to meet your strategic objectives

  • Organizational Gap Analysis
  • Feasibility Studies
  • Benchmarking and Best Practice Research
  • Action Research
  • Leadership and Personal Development
  • Team Building

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Think we can help your organization? Get in touch!

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Shared Visioning

Shared Visioning

We can help you. . .

We can help you

  • Assess what kind of vision is the best fit for your organization: a vision that is generated by leaders, or a shared vision generated among stakeholders
  • Find common ground among multiple stakeholders to grow a vision from the shared values within your organization
  • Ensure that your shared vision is inspirational, but properly bounded by what is appropriate, grounded in what is realistic and founded from among those responsible for enacting the future
  • Use visioning or shared visioning as an applied tool for organizational development

Learn more about Ion’s Shared Visioning Model

Introduction to ION Shared Visioning Model

Services

Laying the Foundation for the Vision or Shared Vision

Ensure that visions are grounded in values but appropriately bounded by organizational realities and priorities

  • Organizational inquiry and assessment (determines best fit; a vision or a shared vision)
  • Vision process design
  • Vision parameter setting
  • Vision leadership team training

Visioning and Shared Visioning

Use shared visioning as an applied tool for organizational development

  • Introduction to ION Visioning Model
  • Stakeholder engagement
  • Stakeholder communications
  • Shared values identification
  • Organizational identity development
  • Vision statement writing
  • Organizational development plans

Integrating the Vision

Incorporate the vision into your organization’s DNA

  • Linking vision to strategy
  • Communications strategy
  • Brand blueprints
  • Leadership development for shared vision

Services

Laying the Foundation for the Vision or Shared Vision

Ensure that visions are grounded in values but appropriately bounded by organizational realities and priorities

  • Organizational inquiry and assessment (determines best fit; a vision or a shared vision)
  • Vision process design
  • Vision parameter setting
  • Vision leadership team training

Visioning and Shared Visioning

Use shared visioning as an applied tool for organizational development

  • Introduction to ION Visioning Model
  • Stakeholder engagement
  • Stakeholder communications
  • Shared values identification
  • Organizational identity development
  • Vision statement writing
  • Organizational development plans

Integrating the Vision

Incorporate the vision into your organization’s DNA

  • Linking vision to strategy
  • Communications strategy
  • Brand blueprints
  • Leadership development for shared vision

Watch for Janna Jorgensen’s book on Shared Visioning coming soon!

Think we can help your organization? Get in touch!

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Strategic Planning and Facilitation

Strategic Planning and Facilitation

April 2020 Update: In response to the  COVID-19 social distancing requirements, we are now offering a full suite of digital and online facilitation services!  

We can help you. . .

April 2020 Update: In response to the  COVID-19 social distancing requirements, we are now offering a full suite of digital  and online facilitation services! 

We can help you

  • Understand the difference between a strategy, a strategic plan, and other plans that happen to be strategic in nature but execution-oriented in focus
  • Avoid slapdash strategic plans that are doomed to collect dust on the dreaded “shelf of shame”
  • Use process design as an effective way to address power dynamics that would otherwise serve as a barrier to meaningful engagement
  • Better anticipate where strategy will fail and improve your plan for success
  • Build your organizational capacity for execution of strategy
Services
Strategic Planning
Whole system engagement for better strategic plans
  • Gaining clarity on intended strategic impact(s)
  • Strategic frameworks
  • Theory of Change
  • 4-lens internal systems analysis
  • Field analysis and benchmarking
  • Stakeholder research and engagement
  • Retreats and workshops
  • Leadership development
  • Full-suite strategic planning services
Strategic Alignment
Prevent wasted time and energy on strategic goals that are destined to fail
  • Alignment of strategy with organizational capacity for better execution
  • Organizational capacity analysis and development
  • Elevating performance for strategic success
  • Organizational adaptive capacity building

Facilitation and Training (in-person or digital/online services available)

Build your organizational capacity through applied learning
  • Customized planning retreats and workshops
  • Orientation to strategy, planning and success
  • Leadership Series:
"Leading Self" Education and Training Series
  • Introduction to ION’s Charged Leadership© Model
  • Building Leadership Credibility
  • New Leadership Paradigms
  • Applied Principles of Neuroleadership
  • MBTI™ Personality Assessments
  • Values-based Leadership
  • Transformational Leadership
  • Storytelling and Leadership
  • Leading Difficult Conversations
  • Leadership and Emotional Intelligence
  • Thomas Kilmann Conflict Mode Instrument Assessments
“Leading Others/Teams” Education and Training Series
  • ION’s Charged Leadership© and Teams
  • Fundamentals of Building Team Credibility
  • Managing Performance through Strengths-Based Development
  • How to Facilitate Group Consultation
  • Building “Smart Trust” and Goodwill
  • Finding Shared Meaning Among Multiple Perspectives
  • Introduction to Deep Listening
  • Informed Decision Making in High Stakes Environments
  • Optimizing Collaborative Capacity in Teams
  • Leading Conversations that Matter
  • Leading “Up” the Chain of Command
  • Matrix Management Training
  • Developing Team Resilience
  • Navigating Team Conflict
  • Personality and Teams Series:
    • MBTI™ and Team Building
    • MBTI™ and Decision Making
    • MBTI™ and Emotional Intelligence
    • MBTI™ and Communication
    • Developing Personal Resilience
“Leading Organizations” Education and Training Series
  • Using ION’s Charged Leadership Model© as Applied tool for Organizational Development
  • Strategy, Strategic Planning and Operational Plans
  • Introduction to Applied Change Management Theories
  • Strategic Planning for Whole Systems Change
  • Discovering Shared Meaning in Multi-stakeholder Engagement
  • Shared Visions or Shared Delusions: The 3 Conditions for Creating Shared Visions
  • Foundations of Shared Visioning
  • Introduction to ION’s Shared Visioning© Model
  • Leadership Training for ION’s Shared Visioning© Model
  • Developing Adaptive Capacity in Organizations
  • Leading Organizational Inquiry
  • The Business Model Canvas
  • Value Proposition Development
  • Participatory Research Training
    • Introduction to Action Research and Appreciative Inquiry
    • Principles of Research Design
    • Introduction to Process Design
    • Introduction to Thematic Analysis
    • Research Reporting and Communications
    • Integrating Research and Planning
“Leading Partnerships" Education and Training Series
  • Building Trust in Partnerships
  • Theory of Change™ Planning
  • ILC Transformative Collaboration Model©
  • Collective Impacts™ Facilitation
  • Partnership Collaborative Capacity Building
Services
Strategic Planning
Whole system engagement for better strategic plans
  • 4-lens internal systems analysis
  • Field analysis and benchmarking
  • Stakeholder research and engagement
  • Retreats and workshops
  • Leadership development
  • Full suite strategic planning services
Strategic Alignment
Prevent wasted time and energy on strategic goals that are destined to fail
  • Alignment of strategy with organizational capacity for better execution
  • Organizational capacity analysis and development
  • Elevating performance for strategic success
  • Organizational adaptive capacity building
Facilitation and Training
Build your organizational capacity through applied learning
  • Customized planning retreats and workshops
  • Orientation to strategy, planning and success
  • Leadership Series:
"Leading Self" Education and Training Series
  • Introduction to ION’s Charged Leadership© Model
  • Building Leadership Credibility
  • New Leadership Paradigms
  • Applied Principles of Neuroleadership
  • MBTI™ Personality Assessments
  • Values-based Leadership
  • Transformational Leadership
  • Storytelling and Leadership
  • Leading Difficult Conversations
  • Leadership and Emotional Intelligence
  • Thomas Kilmann Conflict Mode Instrument Assessments
– “Leading Others/Teams” Education and Training Series
  • ION’s Charged Leadership© and Teams
  • Managing Performance through Strengths-Based Development
  • Group Facilitation Training
  • Managing Team Conflict
  • Fundamentals of Building Team Credibility
  • Building “Smart Trust” and Goodwill
  • Finding Shared Meaning Among Multiple Perspectives
  • Introduction to Deep Listening
  • Informed Decision Making in High Stakes Environments
  • Optimizing Collaborative Capacity in Teams
  • Leading Conversations that Matter
  • Leading “Up” the Chain of Command
  • Matrix Management Training
  • Developing Personal Resilience
  • Personality and Teams Series:
    • MBTI™ and Team Building
    • MBTI™ and Decision Making
    • MBTI™ and Emotional Intelligence
    • MBTI™ and Communication
“Leading Organizations” Education and Training Series
  • Using ION’s Charged Leadership Model© as Applied tool for Organizational Development
  • Strategy, Strategic Planning and Operational Plans
  • Introduction to Applied Change Management Theories
  • Strategic Planning for Whole Systems Change
  • Discovering Shared Meaning in Multi-stakeholder Engagement
  • Shared Visions or Shared Delusions: The 3 Conditions for Creating Shared Visions
  • Foundations of Shared Visioning
  • Introduction to ION’s Shared Visioning© Model
  • Leadership Training for ION’s Shared Visioning© Model
  • Developing Adaptive Capacity in Organizations
  • Leading Organizational Inquiry
  • The Business Model Canvas
  • Value Proposition Development
  • Participatory Research Training
    • Introduction to Action Research and Appreciative Inquiry
    • Principles of Research Design
    • Introduction to Process Design
    • Introduction to Thematic Analysis
    • Research Reporting and Communications
    • Integrating Research and Planning
Think we can help your organization? Get in touch!

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Leadership and Organizational Development

Leadership and Organizational Development

We can help you. . .

We can help you

  • Transform unconscious biases, habits and practices that undermine personal leadership credibility
  • Develop enterprise-wide leadership development programs that are strategically aligned with organizational culture, people, programs, processes and technology
  • Use your leadership development program as an applied tool for organizational development
  • Build trust and goodwill within your organization
  • Develop your organization’s adaptive capacity
  • Become a stronger partner and collaborator with other agencies and organizations

Leadership domains in which we can help you grow

Leading Self

Self-leadership is the critical building block for leading others, teams, organizations, partnerships, and even societies.

Leading Others/Teams

Leadership happens in the social realm – meaning, between people. That’s why we believe that great leaders lead with values, not titles.

Leading Organizations

Leading organizations requires that you foster adaptation, collaboration, and compliance, while managing risk and ethics.

Leading Partnerships

We help organizations, policy makers, and institutions establish shared values that link purpose and success.

Services

Leading Self

The great equalizer in even the most hierarchical organizations is that we must first and foremost lead ourselves. Self-leadership is the critical foundation for leading others, teams, organizations, partnerships and societies. The challenge is that we are often overly self-critical and simultaneously unaware of the biases and habits that undermine our effectiveness.

Related Services

ION’s “Leading Self” services are a fit for those who seek a strengths-based model of leadership development.

  • Customized leadership competency frameworks
  • Personality-based assessments
  • Personal leadership assessments
“Leading Self” Education and Training Series
  • Introduction to ION’s Charged Leadership© Model
  • Giving Voice to Values and Speaking your Truth
  • Building Leadership Credibility
  • New Leadership Paradigms
  • Applied Principles of Neuroleadership
  • MBTI™ Personality Assessments
  • Values-based Leadership
  • Transformational Leadership
  • Storytelling and Leadership
  • Leading Difficult Conversations
  • Leadership and Emotional Intelligence
  • Thomas Kilmann Conflict Mode Instrument Assessments

Leading Others & Teams

When you lead others and teams, titles and formal authority only get you so far. Leadership happens in relationship, so you’re only ever as good as your own credibility. That’s why we believe that great leaders anchor their actions in values, vision and purpose, not titles.

Related Services

ION’s “Leading Others and Teams” services are geared toward those who aspire to drive performance by becoming great conveners, keen listeners, and skilled facilitators of collective learning so others can live into their own potential.

  • Preventing Workplace Bullying and Harassment
  • Team building and charters
  • Performance management plans
  • Operational planning
  • Multi-stakeholder engagement
  • Collective decision-making
  • Linking team success to strategic goals
“Leading Others/Teams” Education and Training Series
  • ION’s Charged Leadership© and Teams
  • Preventing Harassment and Bullying in the Workplace and on Teams
  • Fundamentals of Building Team Credibility
  • Managing Performance through Strengths-Based Development
  • How to Facilitate Group Consultation
  • Building “Smart Trust” and Goodwill
  • Finding Shared Meaning Among Multiple Perspectives
  • Introduction to Deep Listening
  • Informed Decision Making in High Stakes Environments
  • Optimizing Collaborative Capacity in Teams
  • Leading Conversations that Matter
  • Leading “Up” the Chain of Command
  • Matrix Management Training
  • Developing Team Resilience
  • Navigating Team Conflict
  • Personality and Teams Series:
    • MBTI™ and Team Building
    • MBTI™ and Decision Making
    • MBTI™ and Emotional Intelligence
    • MBTI™ and Communication
    • Developing Personal Resilience

Leading Organizations

Not everyone who is drawn to leadership aspires to lead organizations, but for those who are (or those who find themselves doing it) it can be an incredibly challenging task. Leading organizations requires that you adeptly integrate leading yourself and others while keeping an eye on the big picture and the competitive landscape. You must maintain a strategic mindset and elevated ethical behaviour as you navigate the structural/regulatory, political, symbolic and relational dimensions of the workplace.

Related Services

ION’s “Leading Organizations” services are tailored to those who want to use leadership development as an applied tool to expand the adaptive capacity of organizations.

“Leading Organizations” Education and Training Series
  • Using ION’s Charged Leadership Model© as Applied tool for Organizational Development
  • Strategy, Strategic Planning and Operational Plans
  • Introduction to Applied Change Management Theories
  • Strategic Planning for Whole Systems Change
  • Discovering Shared Meaning in Multi-stakeholder Engagement
  • Shared Visions or Shared Delusions: The 3 Conditions for Creating Shared Visions
  • Foundations of Shared Visioning
  • Introduction to ION’s Shared Visioning© Model
  • Leadership Training for ION’s Shared Visioning© Model
  • Developing Adaptive Capacity in Organizations
  • Leading Organizational Inquiry
  • The Business Model Canvas
  • Value Proposition Development
  • Participatory Research Training
    • Introduction to Action Research and Appreciative Inquiry
    • Principles of Research Design
    • Introduction to Process Design
    • Introduction to Thematic Analysis
    • Research Reporting and Communications
    • Integrating Research and Planning

Leading Partnerships

Many the most difficult problems in our world and communities are the ones most worthy of our best efforts. The challenge is that these “opportunities in disguise” often call for multiple agencies to collaborate, coordinate and partner. It isn’t a lack of vision, smarts, or will that trip things up; it’s the lack of a proper framework to bound and ground collective action and impacts.

Related Services

ION’s services help organizations and allied agencies alike to better collaborate and partner for stronger social impacts.

  • ION’s Charged Leadership© Interagency Collaboration Framework
  • General interagency collaboration assessments and frameworks
  • Interagency policy development
  • Building trust-based partnerships
  • Social value and impact planning
  • Corporate social responsibility planning
  • Social value branding
“Leading Partnerships” Education and Training Series
  • Building Trust in Partnerships
  • Theory of Change™ Planning
  • ILC Transformative Collaboration Model©
  • Collective Impacts™ Facilitation
  • Partnership Collaborative Capacity Building

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Think we can help your organization? Get in touch!

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Action Research and Change Managment

Action Research and Change Manangement

We can help you. . .

We can help you

  • Lead iterative and participatory organizational inquiry where those tasked with solving the problems are active participants in researching, testing and improving on the solutions
  • Grow your organization’s adaptive capacity by learning from change, from multiple perspectives, as it happens
  • Assess and implement the best change management model for your organization
  • Understand the balancing forces of resistance and what to do about them

Services

Action Research

Qualitative research methodology that generates localized solutions to specific situations

  • Research design
  • Participant orientation and training
  • Stakeholder Engagement and communications
  • Organizational development reports

Change Management and Leadership

Create alignment for planned improvement

  • Training and development in leading organizational change
  • Organizational change assessments and planning
  • Stakeholder engagement and research
  • Change management services

Services

Action Research

Legitimate, qualitative research methodology that engages those impacting, and impacted by, change

  • Research design
  • Participant orientation and training
  • Stakeholder Engagement and communications
  • Organizational development reports

Change Management and Leadership

Create alignment for planned improvement

  • Training and development in leading organizational change
  • Organizational change assessments and planning
  • Stakeholder engagement and research
  • Change management services

Think we can help your organization? Get in touch!

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