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Self-Assessment of Boards is among the most important leadership practices that highly effective nonprofit boards follow to ensure the long-term success of their governance. It requires the board members to take a step back and assess their effectiveness. This allows the board to proactively address areas that might otherwise cause major frustration and tension.
There are a variety of methods to conduct a self assessment of a board, from surveys and interviews to facilitated discussions. The best method to use is dependent on the size of the board, available resources, and the level of detail you wish to go into the assessment.
If you choose the method, be sure you clearly define what you hope to accomplish through the assessment. For example, do you desire to improve governance, align governance to organizational goals, or increase accountability? Once you’ve decided, you can then choose an evaluation tool.
Some tools allow you to analyze your results against other health systems or hospitals, while others are focused exclusively on the governance practices of your organization. No matter what you choose it is important to ensure that the tools used are impartial and don’t call out director individuals. This will create a secure environment for honest feedback.
A majority of boards have a peer review procedure, which requires directors to evaluate each one another. This can be a valuable and productive procedure, but it’s vital that the process is confidential. Some directors may be hesitant to criticize an individual director for fear of negative consequences. In this instance it is generally better to let the facilitator read the responses to determine which ideas are pertinent to share with the board.
