Fillable Board Evaluation Template2024-03-15T13:07:28-04:00

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

Board Evaluation Fillable Template Cover



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 Board Evaluation survey questions we customize for use with our clients. Boards can download and implement this fillable Board Evaluation template immediately to evaluate their governance effectiveness.

Price is $4.99 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


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  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.

“Really got the Board thinking about governance. Thank you.”

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.

Specific goals of the Board evaluation survey 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

Tip for Using the Fillable Board Evaluation Template

  1. 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.
  2. Ensure that responses to the Board evaluation template are confidential. Some participants will not respond fully or honestly if they fear that there responses are not confidential.
  3. Keep the time period reasonable for participants to complete and return the Fillable Board Evaluation Survey Template. A couple of days is too little time. A couple of weeks is seldom necessary.
  4. Once all the Board Evaluation feedback has been gathered using the Evaluation Template, results should be summarized and presented to the Board. Typically this is handled by the Governance Committee or an outside consultant.
  5. The outcome of a successful Board evaluation should be a plan to address opportunities for improving governance effectiveness.

Other Board Evaluation Template 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.

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