Fillable Board Evaluation Template2024-02-15T17:01:22-05:00

Boardroom Metrics works with Boards of Directors across North America on Board and CEO Performance Evaluations.



This Board Evaluation Template is a Fillable PDF form.  It contains twenty survey questions on the role of the Board, governance oversight and Board operations. These are the same surveys we customize for use with our clients. Boards can download and implement this template immediately to evaluate their governance effectiveness.

Price is $9.99 USD. Single or multiple copies. Once purchased, the download link can be shared with everyone completing the survey for 48 hours. Satisfaction guarantee. Full refund if not completely satisfied.

Board Evaluation Fillable Template


PayPal including Credit Card


  1. It is immediately usable. There is no time or effort required to edit the form or develop governance evaluation criteria.
  2. Ratings are combined with other requested information to enhance evaluation quality and confidence.
  3. Single or multiple copies can be downloaded. The download link can be shared with the Board for 48 hours at no extra cost.
  4. Easy to follow instructions for completing the Board evaluation and evaluating the results are included.

Adobe Acrobat is required to view and use this fillable template. For those that don’t already have Acrobat installed, here is a link to the free version for download.

Objectives of the Board Evaluation Process

The Board Evaluation is the primary process Board’s have for measuring Board performance and governance effectiveness. Typically, Board evaluations are conducted annually. This regular monitoring helps the Board stay current with opportunities to maintain and improve its governance effectiveness. It also helps the Board measure progress against planned improvements from previous Board evaluations.

Participants in the Board evaluation process typically include all Directors and the CEO. Director feedback is key because strong Board governance relies on Director understanding and engagement. CEO feedback is critical because the Board-CEO relationship is integral to organization success.

Here are the key goals of the Board evaluation process:

  • Objectively measure Director and CEO understanding of the Board’s role, its governance oversight responsibilities and Board operations
  • Align the Board with its role and identify opportunities for improving Board operations
  • Develop and oversee a plan for maintaining, increasing Board effectiveness
  • Build a stronger more productive relationship between the Board and the CEO
  • Fulfill a primary Board governance duty to ensure that organization is well lead

Other Board Evaluation Support

Expert assistance implementing custom, on-line Board and CEO Evaluations

The  CUSTOM BOARD AND CEO EVALUATION SERVICE is designed for Boards who need help developing and implementing a custom Board or CEO evaluation. Evaluations can be developed specifically for any organization. In addition, Boardroom Metrics eliminates additional Board effort and cost by implementing the evaluation process ON-LINE. All the Board needs to do is interpret the results.

For more information on the custom Board and CEO evaluation services email [email protected] or call 416-994-6552.

Articles By Our Consultants

Board Evaluation Template (Fillable)

By |February 12th, 2024|Categories: Governance|Tags: , , , |

This Board Evaluation Template is the same fillable tool we customize when conducting Board Evaluations for clients. Results from this Board Evaluation help measure Director’s understanding of corporate governance and the Board’s role. It [...]