Board Self-Evaluation Survey
An honest annual look at board effectiveness, from inside the boardroom.
4 questions · 1 page · about 3 minutes to answer · fully editable after you start
Boards evaluate everything except themselves. This annual self-evaluation asks members to rate the board's real work – strategic focus versus rubber-stamping, meeting quality, fundraising contribution, oversight rigour – and to name the conversation the board keeps avoiding, anonymously.
Have a governance committee or external facilitator run it and present themes, not names. The avoided-conversation answers set the agenda for the retreat; that is the point of asking.
Template preview
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Page 1
Our board, honestly
This survey asks board members to assess how well the board is performing. Honest answers help us find what to improve. It takes about 3 minutes.
Q1.How would you rate the board's performance on each of these?*
| Weak | Adequate | Strong | Not applicable | |
|---|---|---|---|---|
| Strategic focus (not just approvals) | ||||
| Meeting preparation | ||||
| Quality of discussion | ||||
| Financial oversight | ||||
| Fundraising contribution | ||||
| Support and challenge of the executive |
Q2.Overall board effectiveness this year?*
Q3.What conversation does this board keep avoiding?*
Q4.What should the board do differently next year?
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