Boards & Associations
We work with real estate boards and member-based associations to understand what their members and staff need, turn those insights into clear strategy and culture decisions, and build the leadership and team capacity to deliver results.
Our three core services—Engagement Research, Strategy & Culture, and Leadership & Team Workshops—can be delivered individually or combined as part of a broader engagement. Each addresses a different need, and together they create a clear path from insight to direction to the leadership capability required to act.
Engagement Research
Get the clarity you need to make decisions based on real member priorities. Through surveys, interviews, and facilitated sessions, we surface the insights and themes that shape strategy, culture, and engagement. Our process is simple, practical, and built to move quickly from data to action.
You can engage us for one service or combine multiple approaches for a deeper view of member sentiment. However you approach it, we make the findings clear and usable, so your team knows exactly what to do next.
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A full survey process to collect and interpret member feedback for decisions about culture or strategy.
Survey design, distribution, and collection
Analysis of results and key themes
Leadership presentation and summary report
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A qualitative process to understand experiences and perspectives behind survey results or engagement issues.
Facilitation of 6–8 interviews (30 min each) or 3–5 focus groups (1 hour each)
Analysis of qualitative feedback to identify main themes
Summary of findings and recommendations
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A facilitated session to help leaders align on top priorities and next steps based on research results.
Review of findings and recommendations
Discussion and ranking of priority actions
Development of a clear action plan with owners and timelines
Strategy & Culture
We help member associations bring clarity to big decisions and turn ideas into plans people can actually use. The process is collaborative, practical, and built for implementation, not long reports or slow, formal planning sessions.
Support can start with research, move into strategic planning, extend into an implementation roadmap, or include culture work to align people with the strategy. Each service can stand alone or build on the next, depending on what you need. The result is clear direction and shared commitment to what happens next.
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A facilitated strategic planning process to define priorities, goals, and success measures.
One or two full-day planning workshops
Defined goals and success measures
Two rounds of feedback and revisions
A comprehensive, Board-ready strategic plan
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A structured process to define a desired culture and link it to strategy and operations.
Leadership workshop to identify values and behaviours
Two rounds of revisions and integration into broader strategy
Documented culture strategy outlining values, behaviours, priorities, and actions
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A step-by-step plan to turn strategic goals into clear actions.
Priorities broken into initiatives, milestones, and activities
Roles and accountability assigned across teams
Timeline with success measures and progress indicators
Tracking dashboard to guide and report implementation
Leadership & Team Workshops
We help Boards, staff teams, and committees work better together by strengthening communication, collaboration, and leadership. Choose from a ready-to-deliver workshop, a custom session designed for your goals, or a facilitated alignment session to get clear on roles, priorities, and next steps.
All workshops are practical, engaging, and designed to give people clear tools, shared language, and actionable next steps. Sessions are relevant, energizing, and immediately useful, so leaders leave aligned and ready to act.
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A ready-to-deliver session selected from our workshop catalogue, focused on building key leadership or team skills.
Clear learning objectives and measurable outcomes
Pre-built materials and participant workbook
Optional pre-work or reflection guide
One live virtual or in-person session
Post-session summary resource
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A tailored learning session designed around a specific leadership or team challenge.
Pre-session consultation to define goals
Custom design of activities and materials
Live facilitation and a post-session digital or print summary
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A full-day facilitated session to help leaders or teams align on priorities, roles, and goals. Builds clarity, commitment, and shared direction.
Discovery and planning session to define goals
Custom agenda and facilitation materials
Live facilitation with real-time documentation of agreements and next steps
Summary report with key outcomes and next steps
Want to explore what support could look like for your Board or team?
Flexible, hourly support when you need it
If you don’t need a full project or flat fee service, you can work with us on an hourly, as-needed basis. This model gives you access to senior-level consulting without scoping a new project every time something comes up, ideal for Boards and teams that need reliable support throughout the year.
We can support Structure & Operations Design by mapping processes, clarifying roles, refining operating models, and helping with org design, hiring, onboarding, or leadership transitions.
We offer Communication Support to help you develop clear, consistent messaging for members, staff, or stakeholders, including strategy, writing, and templates you can reuse.
We also provide Change Management support, from readiness assessments and stakeholder analysis to messaging, planning, and hands-on support during implementation.
How it works
You only pay for the hours you use, and you’re matched with a dedicated consultant who stays familiar with your organization and priorities. It’s flexible, fast to start, and easy to scale up or down as needed. Download our Partnership Guide to learn more.
Not sure which approach is the right fit?
We’ll help you find the right level of support for your Board.