Boreal Compass solutions overview

Our Services

Three Services, One Clear Focus: Your Organization Moving Forward

Each service is designed around a distinct organizational challenge โ€” with a defined scope, timeline, and fee structure. No ambiguity. No retainer dependency.

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Our Methodology

How We Structure Every Engagement

Every Boreal Compass engagement follows the same foundational arc: we listen before we recommend, we document what we observe in plain language, and we structure our outputs around what your leadership team can actually use. What changes between services is the focus area and the depth of investigation.

We don't apply a single methodology universally. A diagnostic for a team of 25 navigating a leadership transition looks quite different from a governance readiness program for a growing social enterprise. The framework adapts. The standards stay consistent.

All work includes a written scope agreement before billing begins, structured check-ins during the engagement, and a final deliverables walkthrough with your team.

01

Intake & Context Setting

We review organizational documents, discuss priorities, and agree on what success looks like before any fieldwork begins.

02

Investigation & Analysis

Interviews, surveys, document review, or facilitated sessions โ€” the method fits the service and your organization's structure.

03

Synthesis & Drafting

Findings are synthesized into a structured draft. We share it with you for review before anything is finalized.

04

Delivery & Walkthrough

We present findings and recommendations in a working session, leaving time for questions and discussion.

Organizational Health Check
3-Week Engagement

Organizational Health Check

A focused diagnostic that surfaces patterns limiting your team's potential. Through confidential surveys, leadership interviews, and process observation, this service identifies where alignment is strong and where it's quietly breaking down. The resulting report is built around actionable themes โ€” practical enough to discuss at your next leadership meeting.

Suited for teams of 15 to 200 people navigating internal friction, role confusion, communication gaps, or the aftermath of significant change. The engagement concludes with a live presentation walkthrough and Q&A.

  • Confidential leadership and team interviews (anonymized)
  • Structured thematic report โ€” no filler, no jargon
  • Process observation (on-site or remote)
  • Presentation walkthrough with leadership team
  • Q&A session included in engagement fee

Starting Price

CAD $225

Duration

3 Weeks

Team Size

15โ€“200 People

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6-Week Engagement

Partnership & Alliance Advisory

A consulting engagement for organizations exploring joint ventures, strategic alliances, or collaborative structures. This service covers due diligence frameworks, alignment assessments, negotiation preparation, and governance structure design โ€” with the option to facilitate working sessions with both parties.

The goal is straightforward: help you enter partnerships with a shared understanding of roles, responsibilities, and decision-making โ€” reducing the likelihood that misalignment surfaces after it's costly to address.

  • Partnership due diligence framework and review
  • Alignment assessment between prospective partners
  • Negotiation preparation and strategy support
  • Governance structure design for the partnership
  • Facilitated sessions with both parties (upon request)

Starting Price

CAD $560

Duration

6 Weeks

Format

Remote or In-Person

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Partnership and Alliance Advisory
Board Readiness Program
10-Week Program

Board Readiness Program

A comprehensive program for leadership teams and organizations preparing to form or restructure a board of directors. Covers governance frameworks, fiduciary responsibilities, board composition strategy, and meeting cadence design โ€” with mock board sessions, document templates, and individual coaching for prospective chairs.

Designed for growing companies, social enterprises, and organizations transitioning toward formal governance. A 90-day follow-up call is included in the program fee to review how governance is settling in practice.

  • Governance framework design (fiduciary, composition, cadence)
  • Mock board sessions with facilitated feedback
  • Document template packages (policies, agendas, resolutions)
  • Individual coaching for prospective board chairs
  • 90-day check-in call included at no additional cost

Starting Price

CAD $940

Duration

10 Weeks

Follow-Up

90-Day Call

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Decision Guide

Which Service Is Right for You?

Use this table to think through which engagement best fits your current situation.

Situation / Feature Health Check Partnership Advisory Board Readiness
Your organization is experiencing internal friction or communication gaps โ€” โ€”
You're evaluating or entering a joint venture or strategic alliance โ€” โ€”
You need to form or restructure a board of directors โ€” โ€”
Facilitated sessions with external parties available โ€” โ€”
Individual coaching included โ€” โ€”
Post-engagement follow-up call included โ€” โ€”
Starting Price (CAD) $225 $560 $940

Not sure which service fits? Get in touch โ€” a 45-minute conversation helps us identify the right starting point.

Shared Across All Services

Professional Standards We Maintain

Data Privacy

All personal data collected during engagements is handled in accordance with PIPEDA and BC's PIPA. Survey and interview data is anonymized before analysis.

Written Agreements

Every engagement begins with a signed scope agreement. Deliverables, timelines, fees, and confidentiality terms are documented before any work begins.

Quality Assurance

All deliverables are reviewed internally before being shared with clients. Draft reports are shared for client review prior to finalization.

Responsive Support

Inquiries during active engagements are answered within one business day. Clients have direct access to their assigned consultant throughout the engagement.

Ethical Practice

Our practice adheres to the ethical standards of the Canadian Association of Management Consultants. Conflicts of interest are declared and addressed before engagement begins.

Remote Delivery Ready

All services can be delivered fully remotely. Video calls, secure document sharing, and asynchronous collaboration tools are set up based on your team's preferences.

Unsure Where to Start?

A short conversation is usually enough to figure out which service makes the most sense โ€” or whether the timing is right. We won't push you toward anything prematurely.

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