How a Board of Trustees talks about a topic matters.
As a board member or chair, remember there are three ways discussion can happen in a board. Whether you are talking about fiduciary, strategic, or directional topics, you can apply these three methods, as appropriate:
Investigative (Let’s find out.) This approach is all about exploration and discovery. When the board is unclear on an issue, it’s important to take an investigative approach, asking probing questions and seeking to gather all relevant data. The board seeks to uncover facts, trends, or risks that need to be addressed. This method works well for topics where more information is needed before making an informed decision, such as during due diligence on new projects or when reviewing financial reports.
Generative (Let’s brainstorm.) The generative approach encourages collaborative, creative thinking. Here, the board engages in open-ended discussions that foster innovation. Generative discussions allow the board to explore new ideas, perspectives, and approaches, often resulting in fresh insights or long-term strategic visions. By creating a space for brainstorming and idea-sharing, the board can unlock innovative solutions that might not emerge from more structured discussions. Often this is missed in a board. Those making agendas for a board often neglect to create 1-3 hour time slots and tee-up questions that have been thought through ahead of time for the board to discuss. Remember, the first step of great brainstorming is coming up with the right question. I learned this from my partner and friend Stephanie LeBlanc, CEO of TotalCare.
Directive (Let’s give instruction.) In a directive approach, the board shifts from exploring options to giving clear instructions. This method is necessary when decisions need to be executed promptly and decisively. It involves establishing guidelines, setting policy, or issuing mandates. In scenarios where there is already a clear understanding of the situation or a problem that requires immediate action, the board steps in to ensure that those involved know exactly what to do. This is when a motion is made, seconded, and voted upon, a process familiar to us all.
Boards usually do not allow much generative discussion space—an untapped opportunity that I highly encourage.
