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16 | Shifting the Director Mindset: Are You in Managing Mode or Policy Mode?

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In this episode of Build Better Boards, hosts Dr. Keri Jacobs and Richard Fagerlin discuss how directors can shift from a hands-on management mindset to one focused on governance and policy. They explore why operational conversations often creep into the boardroom and how boards can stay grounded in their strategic responsibilities.

  • Many directors enter the boardroom with a management mindset, especially those transitioning from operational roles or member backgrounds.
  • A historical shift from management boards to policy boards is still in progress, contributing to confusion about the board’s proper role.
  • Operational drift can undermine executive accountability and distract boards from long-term strategy and policy oversight.
  • Onboarding should clarify what directors are responsible for—and not—through explicit guidelines, examples, and shared discussion.
  • Board culture, chair-CEO collaboration, and meeting structure all influence whether directors stay aligned with governance responsibilities.

Follow Build Better Boards on LinkedIn for updates. Find show notes and transcripts at buildbetterboards.com/podcast.

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Meet Our Hosts

With unique backgrounds in organizational health and cooperative research, Richard Fagerlin of Peak Solutions and Dr. Keri Jacobs from the University of Missouri bring a wealth of expertise to Build Better Boards.

Their combined experience offers practical, actionable insights that empower co-op boards to navigate challenges, strengthen leadership, and truly thrive.

Richard Fagerlin,
Peak Solutions

Keri Jacobs, PhD
University of Missouri