Online board assessment: Step back and reflect, then act!

For many nonprofit organizations, self-examination of board leadership is relegated to a low priority. Funders and donors expect a board to regularly examine and enhance the way it works. An effective board is a critical component in the long-term impact and financial sustainability of an organization.

Charitable Advisors’ process is designed to make it quick and easy while creating a positive-learning experience for everyone involved. The process takes less than 30 days from the start to delivery of the final report. We see an online assessment approach as the best for several reasons:

  • Reasonable cost
  • External administration
  • Prioritizes future board efforts – not just identify a list of problems
  • Contrasts board and executive director/CEO’s perspectives to promote increased communications
View a sample assessment summary report

Step 1: Review the “Considering a board self-assessment” document in a board meeting or e-mail to board members. The document highlights the key roles and responsibilities of a nonprofit board.

Step 2: Purchase the assessment from Charitable Advisors’ website. The cost is just $325 for up to 20 members and $375 for more than 20 members.

Step 3: A Charitable Advisors’ representative will contact your organization to get e-mail addresses for distribution, ensure you understand the process and answer any questions you might have.

Step 4: E-mail distribution of the survey and follow-up with board members who have not responded.

Step 5: Three reports produced by Charitable Advisors

  • An overview, which includes survey results produced as a PowerPoint™ for easy sharing, either as a presentation or to e-mail to board members
  • A raw data report with bar charts of board members’ responses
  • A raw data report of CEO/executive director responses

Step 6: We suggest that a sub-group of the board review the three reports prior to presentation to the full board.

To initiate an online board self-assessment, please contact Julie Struble at Julie@CharitableAdvisors.com. You can also contact Bryan Orander at 317-752-7153 or Bryan@CharitableAdvisors.com to discuss your organizational needs.

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