Demo dashboard. Heritage Hill Preservation Trust is a fictional organization for preview purposes.
Board Insight Dashboard

Heritage Hill Preservation Trust

A snapshot of how the people around your board table are wired — and what that means for the work ahead.

Participants
14 of 14
✓ All complete
Last completion
April 22
Charles Whitman
Dashboard access
87 days
Until July 23, 2026
Debrief session
Not scheduled
60 minutes · with BIS principal
01 · Collective Profile

The shape of your board.

Each bar shows your board's average score on one of the five personality dimensions, compared to a typical reference population. The pattern tells you what kind of board you have — not whether it's a good or bad one.

Openness
28th percentile
Curiosity, abstract thinking, comfort with novelty.
Conscientiousness
78th percentile
Planning, follow-through, fiduciary discipline.
Extraversion
54th percentile
Energy in groups, advocacy, public visibility.
Agreeableness
72nd percentile
Trust, cooperation, mission orientation.
Emotional Stability
64th percentile
Calm under pressure, comfort with ambiguity.
Reference population (50th) Each bar: your board's average
02 · Board Transaction Cycle

Where your board's strengths naturally land.

Every board moves through five stages of work — from imagining what's next, to advocating for it, to delivering and assessing the work. Each member's top two traits anchor them in the stage where they're most naturally equipped to lead.

Stage 1
Innovation
Strategic foresight & new possibilities
0
Board members anchor here
Anchored by Openness + Emotional Stability
Rachel Foster (staff)
Stage 2
Presentation
Case-making & advocacy
2
Board members anchor here
Anchored by Extraversion + Openness
Lindsay Smith Patricia Nguyen
Stage 3
Partnering
Relationships & coalition-building
3
Board members anchor here
Anchored by Agreeableness + Extraversion
Robert Sterling David Okonkwo Michael Brennan
Stage 4
Delivery
Execution & follow-through
4
Board members anchor here
Anchored by Conscientiousness + Agreeableness
Eleanor Whitfield James Hartwell William Reed Charles Whitman
Stage 5
Assessment
Evaluation & learning
4
Board members anchor here
Anchored by Conscientiousness + Emotional Stability
Margaret Chen Sarah Pemberton Linda Castellano Diana Shaw
Coverage gap detected. No board member is naturally anchored in Innovation. Your only Innovation-aligned profile sits with a staff member (Rachel Foster, Director of Programs). When the board needs to imagine what's next, you're depending on staff to bring the future into the room — or doing without. This is a strong recruitment signal for your next board search.
03 · Leadership Signatures

Who's around your table.

Each participant's top two traits combine into a Leadership Signature — a distinctive boardroom archetype. Click a card to see the full personalized report.

04 · Recommended Role Alignments

Where each person contributes most.

Suggested committee chairs, project leads, and board roles based on each participant's Leadership Signature. These are starting points — your debrief session is where they get tested against your board's actual context and history.

Governance & Bylaws Committee Chair
Best served by a Reliable Integrator — calm, process-oriented, gets agreements into writing.
Eleanor WhitfieldReliable Integrator James HartwellReliable Integrator
Finance & Audit Committee Chair
Best served by a Steady Steward — vigilant, even-keeled, trusted with detail.
Margaret ChenSteady Steward Linda CastellanoSteady Steward
Development & Major Gifts Lead
Best served by a Relational Rainmaker — energizes others, builds coalitions, comfortable in a room of strangers.
Robert SterlingRelational Rainmaker David OkonkwoRelational Rainmaker Michael BrennanRelational Rainmaker
Public Voice & Strategic Communications
Best served by a Storytelling Strategist — curious, articulate, makes the case in words others remember.
Lindsay SmithStorytelling Strategist Patricia NguyenStorytelling Strategist
Strategic Planning & Future Visioning Lead
No board member is currently the natural fit for this role. Your only Innovation-aligned profile is staff (Rachel Foster). Two paths forward: (1) recruit a future board member with high Openness, or (2) deliberately structure strategic conversations to draw on Rachel's contributions.
Next Step

Schedule your leadership debrief.

A 60-minute conversation with a Board Insight Studio principal, your Executive Director, and your Board Chair to interpret these findings against the realities of your organization — and identify the highest-leverage moves for the next 12 months.