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Board Self-Assessment is among the essential leadership practices that well-performing nonprofit boards employ to ensure that they have a long-term, effective governance. It requires the board to step back from the day-today routine and examine its effectiveness. This allows the board to take on areas that could otherwise become major sources of frustration and tension.
There are many ways to conduct a self-assessment on your board, ranging from interviews and surveys to facilitated discussions. The best method to use is dependent on the size of the board, the available resources and the amount you’d like to explore in the assessment.
Once you decide on the method, make sure to clearly define what you hope to accomplish with the assessment. For example, do you want to improve governance, align the goals of the organization to governance, or enhance accountability? Once you’ve determined this, you can select an evaluation tool.
Certain tools let you compare your results with other hospitals and health systems, while others focus solely on the governance practices of your company. It’s crucial to ensure that the tools you select are impartial and do not single out directors. This will create a safe environment for honest feedback.
A majority of boards have a peer review process, which asks directors to evaluate each other. This can be a valuable and effective exercise, however, it’s important to keep the process confidential. It isn’t easy for some directors to critique another director if they fear it will be retaliated against them. In this instance it is typically better to let the facilitator look over the responses to determine which insights are relevant to share with the board.