Case Study 3: Non-Profit Board Governance Training

The demographics of the United States are changing. According to the U.S. Census’ 2013 Population Estimates, the Latino population in the United States is 54 million, making people of Latino origin the nation’s largest ethnic or racial minority.

A further breakdown of this population estimate includes the following facts:

  • 2% – The percentage of the Latino population 25 and older with a bachelor’s degree or higher.
  • 2 million – Number of Latinos 25 and older with advanced degrees in 2011.
  • 5% – Percentage of elementary and high school students that were Latinos in 2011.

As this segment of the United States population increases in numbers and educational levels, non-profit organizations that are dedicated to Latino’s professional growth are increasingly important. Ensuring that these types of organizations are economic healthy with sustainable leadership models is critical to the prosperity of the Latino community and the United States.


A non-profit organization, dedicated to the employment, development and advancement of current and aspiring Latino professionals, decided to provide its board with governance training. In addition to training this non-profit organization requested the development of an orientation manual.

The client called on AGG Consulting for assistance.

Core Competency: Non-Profit Board Governance Training

Consulting Objectives

The objective of this consulting assignment was to review all board governance related activities to ensure that the organization’s board of directors understand their stewardship role as it relates to:

  • Adhering to and being in compliance with non-profit corporate law.
  • Providing leadership on the development and implementation of the organization’s mission, strategy & major policies.
  • Ensuring that the non-profit is financially viable.
  • Selecting and supporting the chief executive.


The approach for this assignment included:

  • Conduct board of directors learning needs assessment including one-on-one interviews with all board members and develop a gap analysis of organization’s governance capacity.
  • Board governance session design and facilitation of six hours of board development training.
  • Development of a board of director’s orientation manual that served as a working tool and a central resource about the organization and the board.


  • All board members went through the six session hours of governance training.
  • All board members received orientation manual that included materials on the following areas:
    • The legal duties of board members
    • Organization’s mission & history
    • Conflict of interest policy
    • Bylaws
    • Articles of incorporation
    • Strategic plan
    • Organizational chart
    • Finance & resource development
    • Reference materials