Download this ready-to-use Nonprofit Board Self-Assessment. Identify governance gaps and priorities. Practical, objective, and board-tested.
NONPROFIT BOARD SELF-ASSESSMENT TEMPLATE
NONPROFIT BOARD SELF-ASSESSMENT FILLABLE
A practical, ready-to-use, Nonprofit Board Self-Assessment template that helps nonprofit boards identify strengths, close gaps, and elevate governance effectiveness.
Who is this template for?
- Nonprofit Boards
- Associations and co-operatives
What’s Inside
- Editable Word/PDF self-assessment template
- Pre-built Nonprofit Board role and operations categories including Board composition, information, process, leadership and culture
- Evaluation that combines governance category scoring with question/answer to improve overall usefulness and credibility
- Ready made summary sheet for reporting/prioritizing and planning governance priorities
- User implementation notes
Price $6.99 CAD
PayPal including Credit Card
WHY NONPROFIT BOARDS USE THIS SELF-ASSESSMENT TEMPLATE
- Self-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 multiple copies instantly after purchase.
- 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. 100% MONEY BACK IF NOT SATISFIED.
““We knew our board was dedicated, but the self-assessment showed us where we weren’t as effective as we thought. The questions were clear, the process was simple, and the results were eye-opening.”
Strengthen Your Nonprofit Board’s Governance, Build Accountability
For over 20 years, Boardroom Metrics has helped nonprofit Boards navigate the unique challenges of governance: volunteer directors, limited resources, and rising expectations for transparency. This downloadable Board evaluation template makes it easy to run a professional self-assessment—without the cost or complexity of hiring outside consultants.
-
Fillable, ready-to-use PDF
-
Tailored for nonprofit Boards
-
Immediate download for just $6.99
- 100% refund guarantee
Why Nonprofit Boards Need a Self-Assessment
A Board Self-Assessment is the primary process nonprofit Board’s have for measuring Board operations and governance effectiveness. Typically, non-profit Board self-assess themselves on an annual basis.
- Measure Board and CEO understanding of the nonprofit Board’s role, its governance oversight responsibilities and Board operations
- Identify opportunities for improving Board operations and governance effectiveness
- Develop a plan for increasing, monitoring Board effectiveness
- Strengthen the Board-CEO relationship
- Help ensure the nonprofit Board fulfills its governance duties
Tips for Using the Nonprofit Board Self-Assessment
- Include the CEO in the Board Evaluation process. The CEO works closely with the Board. Their insight is valuable.
- 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.
Other Helpful Governance Downloads from Boardroom Metrics
CEO Evaluation Fillable Template
CEO Succession Planning Template
Directors Guide to Corporate Governance
Articles By Our Consultants
Top Mistakes IT Leaders make with Balancing IT Activities
Balancing IT Activities In IT, we all know that a certain amount of resources must be assigned for upgrades, updates, patches and scheduled maintenance. In general, this is known as ‘keeping the lights on’. The [...]
Top Mistakes IT Leaders make in IT Alignment with the Business
Many of the large IT research organizations and others have been telling us for some time the importance of IT alignment with the business and its objectives. Many attempts at IT alignment fail for multiple [...]
Governance Improves Your Chances on RFP (Request for Proposal) Responses
As a senior IT Manager in a prominent Canadian municipality, I wrote and reviewed numerous RFPs and responses. Let’s just say that some are better than others. Some responses are put together in a rush, [...]
Julia Dumanian’s thoughts on the CEO as Chief Fundraising Officer
Canadian Hearing Society CEO Julia Dumanian is an expert on the CEO role. Here she discusses the CEO’s role as Chief Fundraising Officer for the organization. When Julia was a Boardroom Metrics consultant, we asked her [...]
Charities: Are your books and records in order?
Recently, a number of well-known Canadian charities faced brand risk because they didn’t adhere to a basic business principle of organization. They didn’t have up to date books and records. Failure to maintain your books [...]
Tick, Tock, Tick, Tock…Time is Counting Down
October 2013 leaves one year for corporations incorporated under Part II of the Canada Corporations Act (CCA) to transition to the Canada Not-for-Profit Corporations Act (CNCA). The CNCA provides federal not-for-profit corporations with a new [...]