results based on engagement
TRANSCRIPT
Center Club, Costa Mesa
Board Engagement Success
1st Board Meeting Observation (Feb ’14)
• Late Arrivals
• Texting during meeting
• Talking on the Phone
• Poor Attendance
• Left Early
• Guilt Trip
• Disengaged
2
Improvement Process (Mar – May ’14)
3
Engagement
• Mission
• Vision
• Core Values
Value
• Discussion
• Opinion
• Involvement
Connection
• Purpose
• Satisfaction
• Energizing
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1. How well was your time spent?
2. Did you feel you were heard?
3. How likely will you attend the next
Board Meeting?
2nd Board Meeting (May ‘14)
• Microphones
• Personal Story
• Mission and Vision Statements
• Inspire instead of lecture
5
Improvement Process (June – Aug ‘14)
Co
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ectio
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Invo
lve
me
nt
Insp
ire
En
ga
ge
me
ntCore Values
• Integrity
• Intent
Get Board Members’ Perspective
Gratitude and appreciation
Between Meetings
Minutes
Agenda
Personal Story
6
3rd Board Meeting (Aug ’14)
• Personal Story
• Core Value Statements
• Integrity
• Intent
• Involve, engage, inspire
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k
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It shows that you want to improve the life of our members and guests.
The setup, arrangement, ambiance, and energy was fabulous!
Keep up the great work!
Fun Meeting!
Board of Governance Social – Aug ‘14
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Improvement Process (Sep – Nov ’14)
Co
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ectio
n
Invo
lve
me
nt
Insp
ire
En
ga
ge
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ntCore Values
•Capabilities
•Results
Get Board Members’ Perspective
Gratitude and appreciation
Between Meetings
Minutes
AgendaPersonal Story
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4th Board Meeting (Nov ’14)
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1. Personal Story
2. Core Value Statement for Capabilities
3. People were involved, engaged, and inspired
Enjoyed every minute of it.
Excellent attendance. Well run.
Good group participation.
Great job! Great Energy! Lots of Fun! Hitting our Mission!
We are engaged!
Transformational and Engaging!
F
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“Our board is much more engaged.”- Paul Greenwald, Chairman (just after the 4th board meeting)
Board Engagement Success Story - Center Club -
Dr. Lola Gershfeld - Level Five Executive
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“The transformation happenedwithout alarming anyone”
- Shahin Vosough, Club Manager
Watch Board Transformation Process - Level Five
Executive - Dr. Lola Gershfeld
5th Board Meeting (Feb ’15)
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Improved Club Performance
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Results for 2014
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Looking forward to the next meeting!
I feel we are "moving-forward"
Thank you for the opportunity to be a part of.
Too much for 90 minute meeting(big issues should
be tackled separately).
Overall very good meeting.
Much improved audio visual with collecting
"results" and displaying all groups work.
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"I believe that it is possible to change the dynamics in the boardroom. By changing, I mean that
absolutely every single board member feels fulfilled by the role that they play and the work that
they do. I believe that when the dynamics do change and I ask, 'Do you like your job as a
director?' I get a respond, 'No, I don’t like my job, I love my job.' For the simple reason, people
who love what they do, they treat others better. They treat their colleagues better, their CEOs
better, their employees better, and their spouses better. Statistics also show that when people
care about their jobs, they make better decisions which ultimately leads to better results.
I would say that board dynamics is a pretty important topic for board members to learn,
understand, and constantly improve."
Dr. Lola GershfeldBoard Interaction & Dynamics Specialist
Dr. Lola Gershfeld
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Board Interaction & Dynamics Specialist
Dr. Gershfeld is an exceptionally
talented and engaging board
specialist. She possesses
knowledge and comprehensive
skills in Board Interaction, Board
Leadership, and Board
Dynamics. She transforms
boards into engaging teams -
working directly with companies
and organizations that touch
people's lives every day.
With three decades of building
companies and serving on
boards, Dr. Gershfeld gathered
and developed the most effective
techniques and tools for creating
positive interactions among
board members, between the
executive team and the board,
and between the board and
investors, which all lead to
improved board performance,
talent retention, risk
management, and better quality
of life.
(714) 992 – 4531 direct
(714) 936 – 4561 cell
With a Doctorate in Organizational
Psychology and over 30 years of
experience in business operations,
Dr. Gershfeld demonstrates a
unique focus on building
company's value through high
board engagement. Asking the
right questions has given her skills
to be able to turn problems into
opportunities.
In1989, Dr. Gershfeld graduated
from Cal State University, Fullerton
with a Bachelor's degree in
Business. In 2005, she graduated
Magna Cum Laude from
Pepperdine University, with a
Master's degree in Psychology. In
2013, Magna Cum Lade, Dr.
Gershfeld received her Doctor of
Organizational Psychology from
University of the Rockies. Her
doctoral research was on
Motivational Principles on an
Organization's Effectiveness.
Dr. Gershfeld is also a dynamic
speaker who energizes her
audience with her passion on the
topic of Board Dynamics, Board
Interaction, and Board
Effectiveness.
She has presented at the UCLA
Technical Management Programs,
Cal State Fullerton Leadership
Academy, Pepperdine University,
and the National Association of
Corporate Directors Conference on
Dysfunctional or Dynamic:
Fostering Effective Boardroom
Dynamics.
Dr. Gershfeld is the author of Be
Cards, Build Trust with Be Cards
App, Be Poster, Board Credibility
Index, To Tell or Not To Tell, Four
Roles and One Director, Board
Dynamics Index, and The
TrustMaker
References upon request.
Level Five Executive, Inc.
2901 W. Coast Hwy, Suite 200
Newport Beach, CA 92663
(714) 990 – 4561
(855) 990 – 4561
levelfiveexecutive.com
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Level Five Executive encourages companies and organizations
to invest time and resources to train their board members in
board interaction techniques, help them improve their
effectiveness in board engagement, and provide board
members tools which will ultimately lead to improved board
performance.
In a time of global change, board members must be ready to
respond to issues quickly and effectively. Level Five Executive
provides the necessary tools and services that effectively
prepare board members to engage, collaborate, and perform.
Are your board members ready
to tackle tough issues?
Your Board Dynamics Expert