Board Assessments and Evaluations:
An Introduction

Good boards aren’t an ancient. To keep them on track, it’s helpful to have regular assessments and evaluations of their performance.

Authored by: iClick2Learn Team

Translate Text

– So good boards definitely are no accident. They certainly require regular monitoring assessing, and you don’t have to, I don’t want you to freak out and go, oh my gosh, there’s a 30 page template on how to assess and evaluate boards. Just start with something, that’s all you need to do, is just start with something. It could be one of the things that they do, is every board meeting, one individual board member speaks to the other board members and gives us some feedback on the board meeting.

And it could be at the board meeting was just really too long or perhaps they let somebody speak too long, and that’s feedback that they actually do give back to the board at the next meeting. So even if it’s a simple question, at the end of every board meeting, what did you think of the board meeting? How could we do it better? It could be as simple as that, or you go to the next stage where we actually do a formal assessment and evaluation process.

A little late at night, yeah? So make sure that all board members take the job seriously. We need to make sure that we assess the board functioning as a whole and as well as individual board members. Yeah, it’s been proven time and time again, there’s a strong, positive link between board effectiveness and the effectiveness of an organisation. And look effectiveness to me is, delivery, what you deliver, the impact. So, better organisations we know, deliver better services, are more likely to attract funding and sponsors have a better brand reputation, et cetera. So focusing on continuous improvement processes like this is really important. So when should you undertake assessments? We certainly recommend periodic reviews, don’t leave that every 12 months. What’s the point in assessing a board member just as they’ve joined the board or just before they’re about to leave a board. So really think about that, think about, again, the term, the term that your board members sit on. If it’s a two year term, then how do you regularly assess that? I certainly recommend that you do three months after an AGM and then in another six months.

So then it’s three months before the AGM, or you might just say, we’re going to do it every six months and it’s going to be a halfway mark. At least that way we’ve still got time to improve as a board, if we’re not really being very effective or as an individual, if we need to pick up our game. Look the benefits of regular reviews. I’m sure we know this, it helps mitigate risks, reduce liabilities, we get things done. It encourages that participation, all of those sorts of things. It helps with industry recognition, with quality assurance, et cetera. I just want to make a note here. It’s really, really important to differentiate, assessing and evaluating. Assessing is a process by which we undertake an assessment. So it’s the questions we ask, it’s the format we use, it’s who we involve.

But the evaluation stage is really critical that we pay as much attention to that because that’s saying now we’ve got these results, how well are we doing? And importantly, what are we going to do about it? How are we going to improve, or if we are already doing great, what else can we do to improve? Is there anything else that we can actually achieve? So just make sure that there, you really recognise there is a very distinct difference between assessment and evaluation.

Related posts

Board members around a table

Starting a Not-for-Profit

Thinking of launching a not-for-profit?  We dive headfirst into the world of not-for-profits. Whether you’re a seasoned philanthropist or just starting out, we go through ...
Read More →
Two people talking

Accidental Counsellor

Learn how to become a good listener, resolve emotional situations, learn about your own triggers, and how not to take things personally.
Read More →
Board members attending meeting for AGM

How to run your AGM

Watch our experts Natalie Bramble and Andrew Wright explain how to run a smooth and legally compliant AGM.
Read More →
Fundraising Plan

Developing a Fundraising Plan

Watch this recorded workshop to help you create a fundraising plan.
Read More →

Create a Sponsorship Plan

Watch this recorded workshop to help you create a sponsorship plan.
Read More →

How to Develop a Logic Model [Course]

A logic model is a structured process to use to plan and assess your organisations purpose and what you are doing to achieve that purpose. ...
Read More →

Social Impact

Watch our two not-for-profit experts and learn what social impact is and how to identify the difference you make.
Read More →

Develop Your Event Plan

This workshop will help you create an outline of your event that you can use to start obtaining sponsorship funding, applying for grants and getting ...
Read More →

Approving Your Budget

Learn what information is contained in a budget, red flags to look out for, and questions to ask before voting to approve a proposed budget.
Read More →
Collaboration to increase opportunities

5 Tips for effective meetings

Hear governance expert Natalie Bramble’s top 5 tips for effective meetings.
Read More →
Board Assessments

Board Assessments and Evaluations: An Introduction

Good boards aren't an accient. To keep them on track, t's helpful to have regular assessments and evaluations of their performance.
Read More →
Legal Structures

Legal Structures

Understand and explore the governance and management structure of organisations.
Read More →
People Structure Tree

Organisational Structure

Understand and explore the governance and management structure of organisations.
Read More →
Coffee mug in front of computer screen

Governance and Your Organisation

Good governance is essential for the health and efficacy of not-for-profits.
Read More →
calculator

3 Essential Financial Documents

Learn about your not-for-profit’s three essential financial documents and how they can support good governance, accountability, and transparency.
Read More →
sticky paper

Staying On Top of Your Financials

Staying on top of financials helps your organisation keep accountable. Learn how your whole committee can better understand your financial status.
Read More →
ladies on meeting

Informed Decision Making in Your Not-For-Profit

How does informed decision-making lead to better governance in not-for-profits? This simple checklist will help your organisation make better decisions.
Read More →
boys writing notes

What is a Code of Conduct and Why Do You Need One?

Our code of conduct articulates your organisation’s core values. It also establishes ethical and behavioural standards for members and employees.
Read More →
Group of people looking at constitution

Getting to Know Your Constitution

Your not-for-profit’s constitution is an essential governing document. As your organisation changes, your constitution might change too.
Read More →
People discussing

Governance Risks for Service-Based Organisations

Service-based organisations like childcare services and neighbourhood centres face unique governance risks. Check our list here.
Read More →
Volunteers discussing about Governance risk

Governance Risks for Community and Grassroots Organisations

Community and grassroots organisations have unique governance risks. But good governance creates a positive, accountable culture.
Read More →
Taking Minutes

How to Take Meeting Minutes

Have you ever been asked to take minutes at a meeting and panicked because you didn’t know what to do? The take a deep dive ...
Read More →
Membership Application Form

Membership Application Form

Your membership application form will help you manage eligibility; compliance to the rules and voting rights!
Read More →

Committee Nomination Form

This form will help you manage the committee member nomination process at your AGM.
Read More →
Board members around a table

Questions to Ask Your Board [Course]

If you’re new to a committee or board, or a long-time member this course will go over the foundational essentials you really should know to ...
Read More →
General Meeting

Strategic Planning [Course]

This recorded advanced webinar workshop on strategic planning is suitable to service based boards.
Read More →
General meeting

Can Members Request a General Meeting?

A discussion about can members request a general meeting of the organisation?
Read More →
Due Diligence

Due Diligence

9 steps to understand your roles and responsibilities on a committee or board [Video Series]
Read More →
Legal Obligations

Boards and Committee Legal Obligations

It’s essential you know and understand your legal obligations as a committee member.
Read More →

Incorporation: Step by Step

In this article we’ll discuss what incorporation means and guide you through the steps to become incorporated.
Read More →
error: This content is protected !!
Scroll to Top

Welcome

What you have already seen is just a small sample! There are loads more videos, in-depth courses, and content included in our library membership to
develop your skills. Let us show you!

Get access to the full library