Board Evaluation

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Sections of This Topic Include

General
Planning
Conducting
Self-Evaluation
Usng Results

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Related Library Topics

Also See The Library's Blogs Related To This Topic

In addition to the articles on this current page, also see the following blogs that have posts related to this topic. Scan down the blog's page to see various posts. Also see the section "Recent Blog Posts" in the sidebar of the blog or click on "next" near the bottom of a post in the blog. The blog also links to numerous free related resources.

Library's Boards of Directors Blog
Library's Nonprofit Capacity Building Blog



Evaluating the Board and Members

One of the most powerful practices for Board members is to evaluate the quality of their Board operations. Many times, Board members do not know what they do not know about their own Board. For example, they might be terribly ineffective because they all have fallen into a rut in their operations -- and they have not even realized it. Or, they might have gotten side-tracked into attending to certain urgent matters (for example, the latest crisis reported by the Chief Executive Officer), and are ignoring very important matters (for example, strategic planning that would have avoided those crises altogether).

Board members who claim that they do not need evaluation and Board training are like obese people who claim that they do not need advice about eating because, after all, they are already experts at eating. Experienced and highly effective Board members have learned that it's critical to regularly conduct short, practical evaluations of the quality of their Board operations and then to attend to the results of those evaluations during the year. Evaluations need not take a long time -- many times, even 15 minutes a year from each Board member to complete a short questionnaire, followed by half an hour to discuss results, can be transformational for a Board.

Here are a variety of free Board self-evaluation tools. Aim to select a tool that asks at least as much about the actual occurrence of activities on your Board as about how members feel about the Board. It's good practice to have a small team of Board members review and select the best tool. It's often best if each Board member completes a tool on his/her own, rather than together in a group. Also, the best time to do a Board evaluation is now. Don't wait until new members have learned more about the Board -- that's like waiting until you feel fine before seeing the doctor. Keep in mind that Board members of nonprofits are volunteers and their time is often very limited, so pick a tool that Board members will even have enough time to complete.

General

Why I Welcome Evaluations « NACD Blog
The Costs of Intense Board Monitoring
Evaluating the Board of Directors

Planning

Jones Day | Talk to Me: Designing An Effective Board Evaluation Process
Board Evaluations—Getting it Right

Conducting

Qualifications and Evaluations of Directors and Boards
Center for Nonprofit Resources
Governance Health Check
Relative Performance Evaluation and Related Peer Groups
Undertaking an Honest Self-Assessment: Is Your Board Aligned? « NACD Blog
Dallhousie Board Assessment tool
Self-Reflection: Three Questions Boards Must Answer « NACD Blog
How Does Your Board Compare? « NACD Blog
Five Boardroom Deficiencies: Early Warning Signals « NACD Blog
Three critical questions you should ask about your board evaluation
20 questions that directors should be asking
Board Structure and Monitoring
How C-Suite Perspectives Can Strengthen Board Performance « NACD Blog
Self Assessment for the Board | CompassPoint
Are We Doing a Good Job? | CompassPoint
Improving board effectiveness: Five principles for getting the most out of a board assessment
Elevating Board Performance
Guilty As Charged: Prove Your Board Supports Your Organization | Karen Eber Davis Consulting
Evaluating The Board Of Directors (for-profit)
Board of Directors Self-Evaluation sample tool
Checklist to Evaluate a Nonprofit Board of Directors
Governance Checkup
Jean Freeman: Board Self-Assessment (nonprofit)
Executive Board Self-Assessment Tool (Boys Scounts)
Four Stages and Four Challenges of Organizational Development (nonprofit, download, includes Boards)
Organizational Self-Assessment Tool (nonprofit, includes Boards)
Board Self-Evaluation
Checklist to Evaluate Health of Board
Nathan Garber's checklist
Board Self-Assessment
Self assessment tool from Texas Arts
Boy Scouts Executive Board Self-Assessment Tool
Four Stages and Four Challenges of Organizational Development
Self assessment tool from Massachusetts Arts Council

Self-Evaluation

Board Self-Evaluation Questionnaire
Board of Directors Member Self-Evaluation
Board of Directors Self-Evaluation

Usng Results

Three Ways to Turn Evaluations into Action « NACD Blog
Organizational-Self-Assessment-Tool (arts nonprofit, includes Boards)
Improving board effectiveness: Five principles for getting the most out of a board assessment
Once Again: How Should Nonprofits Conduct Board Evaluations?* « Nonprofit Management


 

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To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books

For-Profit ("Corporate") Boards of Directors

Nonprofit Boards of Directors



For-Profit ("Corporate") Boards of Directors

Leadership and Supervision in Business - Book Cover Field Guide to Leadership and Supervision in Business
by Carter McNamara, published by Authenticity Consulting, LLC. Provides step-by-step, highly practical guidelines to recruit, utilize and evaluate the best employees for your business. Includes guidelines to effectively lead yourself (as Board member or employee), other individuals, groups and organizations. Includes guidelines to avoid burnout -- a very common problem among employees of small businesses. Many materials in this Library are adapted from this book.

NOTE: This is one of the few books that's all about leadership AND how to effectively work with a corporate (for-profit) Board.

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just click on the image of the book. Also, a "bubble" of information might be displayed. You can click on the title of the book in that bubble to get more information, too.



Nonprofit Boards of Directors

Developing, Operating and Restoring Your Nonprofit Board - Book Cover Field Guide to Developing, Operating and Restoring Your Nonprofit Board
by Carter McNamara, published by Authenticity Consulting, LLC. Provides step-by-step, highly practical guidelines to organize, operate and sustain high-quality nonprofit Boards -- and to fix a broken Board! Includes variety of Board models you can choose from, roles and responsibilities, how to get the best members, how to train and organize them, goals for standard committees, ensuring high-quality meetings, evaluating Boards, how to evaluate and/or replace the Executive Director, and much more! Includes many sample Board policies you can download! Written by the developer of the Free Management Library. Many materials in this Library's topic about Boards are adapted from this book. 30-day, money-back, guarantee!
Leadership and Supervision With Nonprofit Staff - Book Cover Field Guide to Leadership and Supervision With Nonprofit Staff
by Carter McNamara, published by Authenticity Consulting, LLC. Provides step-by-step, highly practical guidelines to recruit, utilize and evaluate the best staff members for your nonprofit. Includes guidelines to effectively lead yourself (as Board member or staff member), other individuals, groups and organizations. Includes guidelines to avoid burnout -- a very common problem among nonprofit staff. Written by the developer of the Free Management Library. Many materials in this Library are adapted from this book.

This is one of the few books that's all about leadership AND how to effectively work with a nonprofit Board.
Consulting and Organization Development With Nonprofits - Book Cover Field Guide to Consulting and Organizational Development With Nonprofits
by Carter McNamara, published by Authenticity Consulting, LLC. Provides complete, step-by-step guidelines to identify complex issues in nonprofit organizations and successfully resolve each of them. This book is also helpful to organizations that are doing fine now, but want to evolve to the next level of performance. This is one of the truly comprehensive, yet practical, books about this complex subject! Includes online forms that can be downloaded. Written by the developer of the Free Management Library. Many materials in this Library's topic about guiding change are adapted from this comprehensive book. 30-day, money-back, guarantee!
Nonprofit Strategic Planning and Facilitation - Book Cover Field Guide to Nonprofit Strategic Planning and Facilitation
by Carter McNamara, published by Authenticity Consulting, LLC. Step-by-step guidelines to customize and facilitate planners to implement the best strategic planning process to suit the particular nature and needs of their nonprofit. This is one of the few books, if any, that explains how to actually facilitate planning. Includes many online forms that can be downloaded and used by planners. Written by the developer of the Free Management Library. Many materials in this Library's topic about strategic planning are adapted from this book. 30-day, money-back, guarantee!

For Nonprofits, Also See

Strategic Planning -- Recommended Books

Social Entrepreneurship (Nonprofit) -- Recommended Books

Capacity Building (Nonprofit) -- Recommended Books

Fundraising -- Recommended Books

Program Management -- Recommended Books

Leading -- Recommended Books

Training and Development -- Recommended Books

Volunteers -- Recommended Books






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