Board Effectiveness Evaluation

Our Board Effectiveness Survey enables Boards of Directors to assess their performance, structure, and strategic oversight using a confidential and structured feedback tool. By gathering input from all board members, this survey helps identify strengths, surface areas for improvement, and foster alignment on goals and responsibilities.

Reporting is designed to ensures that governance practices remain transparent, accountable, and responsive to evolving challenges. The result is a more engaged, high-functioning board which is equipped to lead and partner with the executive team.

Leadership governances starts here. Assess confidential board director feedback related to key aspects of board governance and oversight as an input to guide organizational strategy at the highest level.

Key Features

Customized Questionnaire Tool

Our Board Effectiveness Survey tool is fully customizable, allowing nonprofit health centers to tailor the questionnaire to align with their mission, governance structure, and strategic priorities. Built on evidence-based governance principles, the tool covers core domains such as board composition, meeting effectiveness, strategic oversight, financial stewardship, and mission alignment.

Features include:

  • Role-specific question paths for Board Members, Officers, and Executive Leadership

  • Scaled ratings and open-ended feedback to capture both quantitative and qualitative insights

  • Anonymous participation to promote candid reflection and accountability

  • Aggregated reporting with benchmarks and action-focused summaries

Whether your board is newly formed or well-established, our tool helps you measure what matters—and take action where it counts.

Customized Confidential Reporting

Our Board Effectiveness Survey includes a structured and confidential reporting process designed to foster open, candid input from each board member. Responses are anonymized to encourage honest reflection and protect individual perspectives, ensuring that feedback is not influenced by hierarchy, internal dynamics, or political concerns.

Survey results are compiled into a comprehensive report that highlights:

  • Aggregate scores by governance domain (e.g., mission alignment, fiduciary oversight, strategic focus)

  • Thematic summaries of open-ended responses

  • Benchmarked comparisons (where applicable)

  • Priority areas for development, identified through gap analysis

This confidential feedback serves as a powerful input into:

  • Board governance improvement

  • Board director engagement

  • Strategic planning

Designed for Integration with Strategic Planning Process

Our Board Effectiveness Survey serves as a foundational input into your organization’s strategic planning process. By capturing confidential, candid feedback across key governance domains, the survey reveals how well the board is positioned to guide the organization’s future direction.

When combined with structured one-on-one interviews with each board director, the process becomes even more impactful—transforming standard evaluation into a rich strategic insight-gathering exercise.

We conduct confidential, structured interviews with each board member to:

  • Explore their individual perspectives on strengths, weaknesses, opportunities, and threats (SWOT)

  • Gather informed insights on external factors influencing the organization, including Political, Economic, Social, and Technological (PEST) trends

  • Discuss board-level reflections on mission alignment, community needs, and strategic priorities

Contact Us

Compare our process to your current survey process at no obligation.

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