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
Articles By Our Consultants
Board Evaluation Tips and Learning
Here are six Board evaluation tips and learning from Board evaluations conducted with public, private and not-for-profit organizations in North America. The majority of Boards over-rate their governance competency. They do this because: Directors [...]
After WeWork, How to Ask Questions Like a Director and Protect Your Career
Bad Governance Hurts Employees WeWork (re)proves that when governance goes wrong, people get hurt – and very (very) often it’s the employees. Seriously, who wants to get fired from a company because it’s the [...]
Five Governance Questions for Early-Stage Investors
If every company gets these three things right, it will be successful. It doesn’t matter if the company is a start-up or Facebook. The three things are: Identifying and mitigating killer risks Developing and [...]
Board Effectiveness Consultant Toronto
Boardroom Metrics is a Board Effectiveness consultant providing Board Effectiveness Evaluation and Consulting services to public, private and not-for-profit organizations in Toronto and throughout North America. Objectives of the Board Effectiveness Evaluation Process to [...]
Answers To Questions on Private Company Governance
These answers to questions on private company governance are from a keynote delivered at a software industry user group in September 2019. Let’s start with the basics. What exactly is corporate governance? Corporate governance [...]
8 Questions to Ask Before Joining a Non-Profit Board of Directors
Joining a non-profit Board of Directors Let's pretend that you are considering joining a non-profit Board as a Director or that you have been invited to be a trustee on a very well recognized foundation. [...]


