How to Conduct a Board Self-Assessment

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Board Self-Assessment for Boards is an essential part of a well-established governance process. It’s designed to help the members of your board know their duties and how they can contribute to the success of your nonprofit organization. This includes identifying areas of improvement and strengths. Check that your board members are enjoying their work and are content with the knowledge and experience they’ve gained.

Utilizing an online Board Self-Assessment tool is one of the most widely used and efficient methods to conduct an assessment of the board. This allows the process to be more targeted and less burdensome to the board members, especially when as compared to an extensive written evaluation.

If you’re using a self assessment board tool, define the goals to help choose the best methods to be used. Consider the number of questions that you’d like to inquire about in your assessment, and available resources when deciding on the best method to collect information. You can choose to employ interviews, surveys or facilitated discussions to conduct your assessment.

Analyze the data and interpret it to get useful insights. This involves comparing quantitative data in order to discover patterns and trends, while also taking into account qualitative feedback.

After the data has been analysed after the data has been analyzed, it is important to hold thoughtful discussions with your board. During these sessions your board will talk about the findings from the self-assessment process and work together on ways to improve your board’s governance and performance. During these discussion sessions, make sure that board members feel comfortable giving honest and open feedback. Moreover, it is important that conversations are conducted with absolute confidentiality to ensure that no individual board member can be identified or harm by the content of their comments.