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
Governance and Strategy Store
The Boardroom Metrics Governance and Strategy Store is an on-line source for governance and strategy tools and merchandise. The evolution in e-commerce platforms – we use Shopify – makes it easy to source and [...]
How Boards Should Respond to The Great Resignation
Boards should respond to The Great Resignation. It is exactly the type of risk that the Board's governance role is designed to address. What is The Great Resignation? The Great Resignation is a term [...]
What Almost Every Board Misses About Strategic Planning
Almost all Boards talk about their strategic plan. Board strategic planning is a top priority. Here’s what almost every Board is missing about strategic planning (and their strategic plan): instead of treating strategic planning [...]
The Role of the Board in Strategic Planning
Why Boards Do Strategic Planning Strategic planning is a key responsibility of the Board. There are two reasons for preparing a strategic plan for the organization (many organizations get this wrong). The first is [...]
Board Evaluation – Evaluating the Board Meeting
Every Board Evaluation should assess Board Meeting effectiveness The role of a governance Board is oversight of the organization. There are many Board processes for executing the oversight role. The most common Board process [...]
What to Expect from a Board Evaluation
The purpose of a Board evaluation is to identify opportunities for improving governance effectiveness. Governance is oversight of the organization. Here’s what to expect from a Board evaluation and how it helps improve governance [...]