How to Conduct a Board Self-Assessment

Self-Assessment of Boards is among the most important leadership practices that high-performing nonprofit boards practice to ensure long-term governance excellence. It requires the board to step back from day-to-day business and candidly review its effectiveness. This allows the board to actively tackle areas that could be major sources of frustration and tension.

There are many ways to conduct a self-assessment for a board, from interviews and surveys to facilitated discussion. The best method will depend on the size of your board, the resources available and the level of detail you’d like to add to the assessment.

If you decide to go with the method ensure that you define the objectives of the assessment. Do you want to increase accountability or improve governance? Or align governance with the goals of your organization? Once you have determined this, you can choose an evaluation tool.

Certain tools let you analyze your results against other health systems and hospitals, while others focus solely on your company’s governance practices. It’s crucial to ensure that the tools you select aren’t biased and don’t single out directors. This will provide a safe environment for honest feedback.

Many boards also utilize peer review processes that asks board members for an evaluation of their peers as directors. This can be a beneficial and beneficial exercise, but it’s essential that the process remains confidential. It isn’t easy for directors to be critical of an individual director when they are afraid that it will be retaliated against them. In this case it’s generally better to have the facilitator look over all of the responses and decide what information is relevant to discuss with the board.

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