Evaluate your Board with confidence using this Board-tested, fillable Board Evaluation template, trusted by Boards across North America.
FILLABLE BOARD EVALUATION TEMPLATE
EVALUATE YOUR BOARD WITH CONFIDENCE
A practical, ready-to-use, fillable Board Evaluation template that helps boards identify strengths, close gaps, and elevate governance effectiveness.
Who is this template for?
- Corporate boards
- Nonprofit Boards
- Crown agencies/public bodies
- Associations and co-operatives
What’s Inside
- Editable Word/PDF template
- Pre-built Board role and Board operations categories including Board composition, information, process, leadership and culture
- Evaluation that combines category scoring with question/answer to improve overall usefulness and credibility
- Ready made compilation sheet for reporting/prioritization and planning
- User implementation notes
Price $6.99 CAD
PayPal including Credit Card
WHY BOARDS USE THIS FILLABLE BOARD EVALUATION TEMPLATE
- Evaluate themselves against governance best practices.
- Pinpoint areas for growth in risk, strategy and Board operations.
- Gather anonymous, honest input from directors.
- Compile results into an easy-to-use summary report.
- Demonstrate accountability to stakeholders and regulators.
How it Works
- Download instantly after purchase.
- Download multiple copies, same price.
- Distribute to Board members, CEO, others with insight on Board performance.
- Compile results easily into a summary conclusions and report.
- Discuss with Board Chair, Board, CEO.
- Prioritize governance upgrades and develop implementation plan.
- Pro tip: failing to turn evaluation results into governance improvement priorities is a common mistake.
SATISFACTION GUARANTEE. FULL MONEY BACK IF NOT SATISFIED.
“The template made our board assessment efficient and credible. Directors appreciated the structured process and anonymity.”
— Governance Committee Chair, Managed Care Consortium (Public)
“Clear, professional, and easy to use. The results gave us a roadmap for board improvement.”
— Director, National Industry Association
Objectives of the Board Evaluation Process
The Board Evaluation is the primary process Board’s have for measuring Board performance and governance effectiveness.
Specific goals of the Board Evaluation template 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
Tips for Using the Fillable Board Evaluation Template
- Include the CEO in the Board Evaluation process. In fact, it is helpful to include anyone who works closely enough with the Board to have an informed perspective. Do not include people who do not.
- Ensure responses are confidential. Some participants will not respond fully or honestly if they fear that there responses are not confidential.
- Keep the time period reasonable for participants to complete and return the Fillable Board Evaluation Template. A couple of days is too little time. A couple of weeks is seldom necessary.
- Summarize the results and discuss with the full Board. Typically this is handled by the Governance Committee or an outside consultant.
- Prioritize opportunities for improving governance effectiveness and develop a governance improvement plan overseen by the Governance Committee.
Are you ready to elevate your Board’s effectiveness?
Price $6.99 CAD
Paypal including credit card.
More Fillable Governance Forms from Boardroom Metrics
Nonprofit Board Self Assessment
CEO Evaluation Fillable Template
CEO Succession Planning Template
Articles By Our Consultants
Three Steps to Evaluate Your Board and Save Your Organization
Three Steps to Evaluate Your Board and Save Your Organization Ok. That last part of the title probably seems over the top. But it’s not. The field of corporate governance is strewn with organizations that [...]
The Change Equation: A Formula for Creating Successful Organizational Change
Author: Gabriella Fermo Change is everywhere. Be it a simple change to your company website, or a major change to processes or technology, you will need to know how to manage change. The pace [...]
What is Governance anyway?
A standard definition of ‘governance’ does not exist. Yet everyone expects organizations to be governed well. It seems a nebulous notion and yet if you are a director on a board then you are expected [...]
Role of the CEO as Chief Advocacy Officer
Julia Dumanian is the President & Chief Executive Officer of the Canadian Hearing Society. In this blog she discusses her experience with the Role of the CEO as Chief Advocacy Officer. Julia’s complete series of [...]
IT Risk Management – Understanding and Managing your IT Risks
As IT Leaders, we must be able to understand the risks we face, and how to address them. Understanding and managing your IT risks by categorizing them and then rating them are the first steps [...]
Top Mistakes IT Leaders make with the Consumerization of IT
For a number of years now, IT has been confronted with what is known as the consumerization of IT. We used to have complete control: “you can’t have that”; “you can’t do this”; “you can [...]