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Table of Contents
 
Praise
Title Page
Copyright Page
 
CARVER GUIDE
 
Policy Governance in a Nutshell
Governing Financial Issues
Boundary-Setting Works for Financial Governance
Conclusion
 
About the Authors

The Carver Policy Governance Guide Series
 
The Policy Governance Model and the Role of the Board Member
A Carver Policy Governance Guide, Revised and Updated
 
 
Ends and the Ownership
A Carver Policy Governance Guide, Revised and Updated
 
 
The Governance of Financial Management
A Carver Policy Governance Guide, Revised and Updated
 
 
Adjacent Leadership Roles: CGO and CEO
A Carver Policy Governance Guide, Revised and Updated
 
 
Evaluating CEO and Board Performance
A Carver Policy Governance Guide, Revised and Updated
 
 
Implementing Policy Governance and Staying on Track
A Carver Policy Governance Guide, Revised and Updated

Praise for the Policy Governance Model
“Reading these guides is a great way to start your journey towards excellence in governance. All the essentials are there, short but clear. And these six guides will also prove to be an excellent GPS device along the way.”
—Jan Maas, PG consultant, Harmelen, The Netherlands
 
“The guides are a great way to introduce busy board members to the basic principles of Policy Governance. Their bite-size approach is inviting, covering the entire model, albeit in less detail, without overwhelming the reader. They are succinct and easy to read, including practical points of application for board members. Consultants asked to recommend initial reading about the model can do no better than these guides.”
—Jannice Moore, president, The Governance Coach™, Calgary, Canada
 
“Boards introduced to Policy Governance quickly become hungry for information but are short on time. These guides help board members quickly absorb the key principles of the Policy Governance model. They are invaluable.”
—Sandy Brinsdon, governance consultant, Christchurch, New Zealand
 
“For some board leaders the governance elephant is best eaten one bite at a time. The Carver Policy Governance Guide series provides a well-seasoned morsel of understanding in a portion that is easily digested.”
—Phil Graybeal, Ed.D., Graybeal and Associates, LLC, Greer, South Carolina
 
“Would you or your board benefit from a quick overview of essential governance concepts from the world’s foremost experts on the topic, John and Miriam Carver? Thanks to their new six-booklet series, you can quickly familiarize or refresh yourself with the principles that make Policy Governance the most effective system of governance in existence. These booklets are the perfect solution for board members who are pressed for time but are dedicated to enhancing their own governance skills.”
—Dr. Brian L. Carpenter, CEO, National Charter Schools Institute, United States

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CARVER GUIDE
All boards worry about money. They should. After all, they are accountable for how their organizations handle money. But the board is accountable for everything, not just money. Therefore, in this Guide, our description of governing financial matters is based on broader principles, ones that describe the whole job of the board, not just one part of it.
The Carver Policy Governance Guide titled The Policy Governance Model and the Role of the Board Member contains a full description of the Policy Governance model, an operating system for boards. But in case you haven’t read it, we start this Guide with a brief overview of this powerful but different approach to the job of the board.

Policy Governance in a Nutshell