Master Board Assessments: Your Complete Guide + Template
Expand your board’s potential through board evaluations. Initialize a comprehensive and well-organized process for your board of directors assessment with our step-by-step guide.
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In this guide, you’ll learn:
- I.
The Basics of Board Assessment: Scope and Focus
Get an in-depth understanding of board assessment, including its primary purpose, key participants, and recommended assessment scopes. Learn also how to decide who should lead your board of directors evaluation. Should it be the board chair, the governance committee, or a third-party consultant?
- II.
Internal Assessment vs. External Assessment: Weighing the Pros and Cons
Select the best board assessment approach for your organization, based on your requirements. Our breakdown explores the pros and cons of internal and external assessments to guide you in decision-making.
- III.
Key Benefits of Board Assessments
Explore the multiple benefits of a board assessment, such as optimizing board composition, identifying performance gaps, enhancing board processes, and increasing stakeholder confidence.
- IV.
How to Conduct Board Assessments
Find out how to conduct a well-organized evaluation with our step-by-step guide. Review the different board assessment tools, and other best practices to make your evaluation a success.
- V.
Get a Free Board Assessment Template
Need help developing your board evaluation tools? Our board assessment template is a readily available tool to help you get started! We’re also introducing Convene’s board portal software where you can streamline your evaluation process — build evaluation criteria, distribute surveys, and conduct interviews all on one platform.
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