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Board Assessment

You’ll never know how much progress your board is making unless you measure it. And to measure progress, you need some goals. Those goals are an important component of your board’s self-assessment, which should be done every year.

Board assessment doesn’t have to be an arduous, extended process. Once every three-to-five years, it is good to do an in-depth assessment. Then, in the intervening years, a quick check will suffice. When possible have a governance consultant guide you through the in-depth assessment. They will bring external objectivity and extensive knowledge.

There are a number of tools for your in-depth assessment. There is a self assessment included in the 501 Commons Best Practices for Boards. The governance portion of the McKinsey Organizational Capacity Assessment Tool (about $300) is another one. The TCC Group’s Core Capacities Assessment Tool also addresses governance. BoardSource publishes several board assessment tools, and your consultant may very well have developed one herself.

Don’t shortchange this process. Provide opportunity for board members – and key staff – to give confidential input. Plus, don’t shy away from the difficult topics or responses. Addressing them honestly will lead your group to greater success.

Once all your input has been gathered and the assessment report prepared, devote some time to a candid discussion of what you will do with the information. Ideally, you will create a Board Development Plan for the coming three-to-five years with goals to address the areas where your board can improve. Then do a quick check each year to see how you are progressing on that plan as well as making sure no new challenges have arisen. If getting started on this seems overwhelming, there’s a simple tool, the Healthy Board Checklist, that you can use to begin incorporating assessment into your governance work.