Case Study
Board Assessment – Strengthening Governance & Oversight
Industry: Food Service & Hospitality
Solution: Board Assessment Services
The Challenge
The Board of Directors of a leading North American food service and hospitality company engaged Brookey & Company to conduct a dual-track engagement: a comprehensive Organizational Assessment (OA) of company operations and executive leadership, alongside a concurrent Board of Directors (BoD) assessment focused on governance, oversight, and strategic alignment. The engagement carried a significant time constraint, with final deliverables due in under 60 days.
While the two assessments were conducted in parallel, each was delivered through separate channels:
The Board received two written reports— one focused exclusively on Board governance, another on the company’s organizational assessment, and an out-brief covering both sets of recommendations.
The executive leadership team received only the organizational assessment report and a separate brief. Findings specific to the Board assessment remained confidential and were not shared with company management.
This case study highlights the governance findings and outcomes delivered to the Board. Insights from the Organizational Assessment are detailed in the accompanying case study, Operational Clarity and Leadership Alignment: A Rapid Organizational Assessment which can be found here.
Key Focus Areas:
Board Composition & Culture Review – Assessing how Board expertise aligns with organizational needs and governance best practices.
Governance & Risk Assessment – Evaluating bylaws, risk management frameworks, and oversight structures to enhance board effectiveness.
Strategy Execution and KPIs – Review how the Board tracks and measures the company’s progress on strategic initiatives.
The Results
The Board adopted a structured, phased approach to reviewing, accepting, and implementing the recommendations from our team. This approach ensured Brookey & Company’s guidance would drive meaningful improvements in governance effectiveness, risk oversight, and strategic decision-making. This deliberate process enabled the Board to enhance governance practices while maintaining operational stability and alignment with long-term strategic priorities.
Why This Matters
As organizations face increasing scrutiny from stakeholders and regulators, strong Board governance is essential to sustained performance. Brookey & Company’s Board Assessment services deliver independent insight into composition, oversight, and alignment—without disrupting Board operations.
Explore the Organizational Assessment case study for further insights into how Brookey & Company supported both the Board and executive leadership to help bring alignment on strategy execution.
This case study has been anonymized to protect client confidentiality while illustrating the impact of structured governance and operational strategies.