How to Conduct a Board Self-Assessment

Board Self-Assessment is an essential component of a well-established board governance process. The purpose is to ensure that your board members know their responsibility and how they can best contribute to the success of your non-profit organization. This includes identifying areas for improvement and strengths. It is also crucial to ensure that the board members are satisfied with their roles and the experience they have gained on the board.

Using an online Board Self-Assessment tool is one of the most widely used and efficient ways to conduct a board assessment. This allows the process to be more focused and less burdensome on your board members, particularly when comparison to a lengthy written evaluation.

If you’ve got a self-assessment tool for your board set out the objectives of the assessment to determine the methods that will be employed. Consider the number of questions that you want to ask in your assessment, and accessibility of resources when choosing the best method to collect data. You may decide to make use of interviews, surveys, or facilitated discussion for your assessment.

Analyze and interpret data to discover meaningful insights. This includes looking at quantitative data to discover patterns and trends, as also considering qualitative feedback.

After the data has been analysed after the data has been analyzed, it is important to hold thoughtful discussions with your board. In these discussions, the board will discuss the results of the self-assessment. They will also collaborate on ways to improve the board’s governance and performance. During these sessions, ensure that the board members are at ease giving honest and candid feedback. It is crucial to conduct discussions in strict confidence so that no board member can be identified based on the content of the comments.

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