DIY
(Do It Yourself)
Expert guidance, your team executes.
Overview
Boardstream guides program owners on how to design, build, and manage boards in-house. Robust toolkits and best practices are provided as part of the package.
Ideal Fit
Companies with established internal processes and dedicated resources, looking for expert guidance on strategies, structure, and proven best practices.
- Program design playbooks and templates
- Member persona and recruitment toolkits
- Meeting agendas and facilitation guides
- Quarterly office hours with Boardstream experts
DWY
(Done With You)
A true extension of your team.
Overview
Boardstream acts as an extension of the team throughout the engagement, setting up, co-managing, and supporting the board in close partnership with Company Sponsors to ensure long-term success.
Ideal Fit
Companies wanting hands-on support to develop, launch, and maintain an impactful board with ongoing program optimization.
- Co-led strategy, charter, and success metrics
- Joint recruitment, vetting, and contracting
- Co-managed meeting prep and facilitation
- Synthesis, executive readouts, and action register
- Ongoing program optimization between meetings
DFY
(Done For You)
Fully managed, end to end.*
Overview
Boardstream fully operates the program, from strategic assessment and recruitment to planning and facilitation of meetings.
Ideal Fit
Companies seeking hands-on support to design, launch, and sustain a high-impact board while driving continuous program improvement.
- End-to-end strategy, design, and governance
- Full recruitment, vetting, and contracting
- Boardstream-led facilitation and meeting ops
- Insights, executive readouts, and renewals
- Dedicated program lead and operations team
*Requires engaged Executive sponsorship.
What's Included at Each Level
A side-by-side view of how ownership and support shift across DIY, DWY, and DFY engagements.
| Capability | DIYDo It Yourself | DWYDone With You | DFYDone For You |
|---|---|---|---|
| Strategy & Design | |||
| Program charter and objectives | Self-led, templates provided | Co-developed | Fully managed |
| Success metrics framework | Templates | Co-developed | Fully managed |
| Member persona definition | |||
| Governance and operating model | Templates | Co-developed | Fully managed |
| Member Recruitment | |||
| Target list build | Self-led | Co-managed | Fully managed |
| Outreach and nomination | Co-managed | Fully managed | |
| Vetting and screening calls | Co-led | Fully managed | |
| Member contracting and NDAs | Templates | ||
| Meeting Operations | |||
| Agendas and pre-reads | Templates | Co-developed | Fully managed |
| Logistics and scheduling | Self-led | Co-managed | Fully managed |
| On-site or virtual facilitation | Co-facilitated | Boardstream-led | |
| Recording and transcripts | |||
| Insights & Reporting | |||
| Synthesis and themes | Co-developed | Fully managed | |
| Executive readout | |||
| Action register and follow-ups | |||
| Board health scorecard | Templates | ||
| Member Experience | |||
| Member onboarding | Templates | Co-managed | Fully managed |
| Engagement between meetings | Co-managed | Fully managed | |
| Renewals and offboarding | |||
| Enablement | |||
| Toolkits, templates, playbooks | |||
| Sponsor and team training | Optional | ||
| Quarterly best-practice reviews | |||
| Program Optimization | Annual | Quarterly | Always-on |
Which Engagement Is Right for You?
A quick gut-check based on internal capacity, urgency, and executive bandwidth.
Choose DIY if
- You have a dedicated program owner with bandwidth.
- Your team has run advisory or community programs before.
- You want expert guardrails, not full delivery.
Choose DWY if
- You want a true partner co-managing the program.
- You need to launch quickly without overloading internal staff.
- You want flexibility to take more in-house over time.
Choose DFY if
- You want a turnkey board run by experts.
- You have executive sponsorship but limited operating capacity.
- You want measurable outcomes from day one.