Effective Practices : Governance


Board Self Evaluation Questionnaire

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Circle the response that best reflects your opinion. The rating scale for each statement is: Strongly Disagree (1); Disagree (2); Maybe or Not Sure (3); Agree (4); Strongly Agree (5)

A. How Well Has the Board Done Its Job?

Our Organization has a three to five year strategic plan or a set of clear long range goals and priorities
1   2   3   4   5

The Board’s meeting agenda clearly reflects our strategic plan or priorities.
1   2   3   4   5

The Board has ensured that the organization also has a one-year operational or business plan.
1   2   3   4   5

The Board gives direction to the Executive Team on how to achieve the goals primarily by setting or referring to policies.
1   2   3   4   5

The Board ensures that the organization’s accomplishments and challenges are communicated to members and stakeholders.
1   2   3   4   5

The Board has ensured that members and stakeholders have received reports on how our organization has used its financial and human resources.
1   2   3   4   5

My rating (add together the total of the numbers circled)
Excellent (28+) _____ Very Good (20-27) _____ Good (15-19) _____ Satisfactory (12-14) _____ Poor (7-11) _____

B. How Well has the Board Conducted Itself?

Board members are aware of what is expected of them.
1   2   3   4   5

The agenda of board meetings is well planned so that we are able to get through all necessary board business.
1   2   3   4   5

It seems like most Board members come to meetings prepared.
1   2   3   4   5

We receive written reports to the board in advance of our meetings.
1   2   3   4   5

All Board members participate in important Board discussions.
1   2   3   4   5

We do a good job of encouraging and dealing with different points of view.
1   2   3   4   5

We all support the decisions we make.
1   2   3   4   5

The Board has taken responsibility for recruiting new Board members.
1   2   3   4   5

The Board has planned and led the orientation process for new Board members.
1   2   3   4   5

The Board has a plan for education and further Board development.
1   2   3   4   5

Our Board meetings are always interesting.
1   2   3   4   5

Our Board meetings are frequently fun.
1   2   3   4   5

My Rating: Excellent (54+) _____ Very Good (45-53) _____ Good (35-44) _____ Satisfactory (25-34) _____ Poor (12-24) _____

C. Board’s Relationship with Executive Team

There is a clear understanding of where the Board’s role ends and the Executive Team’s role begins.
1   2   3   4   5

There is good two-way communication between the board and the Executive Team.
1   2   3   4   5

The Board trusts the judgment of the Executive Team.
1   2   3   4   5

The Board provides direction to the Executive Team by setting new policies or clarifying existing ones.
1   2   3   4   5

The Board has discussed and communicated the kinds of information and level of detail it requires from Executive Team members on what is happening in the organization.
1   2   3   4   5

The Board has developed formal criteria and a process for evaluating Executive Team members.
1   2   3   4   5

The Board, or a committee of the Board, has formally evaluated the Executive Team members within the past 12 months.
1   2   3   4   5

The Board evaluates the Executive Team primarily on the accomplishment of the organization’s strategic goals and priorities and adherence to policy.
1   2   3   4   5

The Board provides feedback and shows its appreciation to the Executive Team on a regular basis.
1   2   3   4   5

The Board ensures that the Executive Team is able to take advantage of professional development opportunities.
1   2   3   4   5

My Rating: Excellent (47+) _____ Very Good (37-46) _____ Good (29-36) _____ Satisfactory (18-28) _____ Poor (10-17) _____

Board Self Evaluation Questionnaire developed by:
Dalhousie University
Non-Profit Sector Leadership Program
College of Continuing Education

Please list the three points on which you believe the Board should focus its attention in the coming year. Be as specific as possible in identifying these points.

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