Board Self-Assessment is among the fundamental leadership practices well-performing nonprofit boards employ to ensure long-term excellence in governance. It requires board members to step back and critically assess their effectiveness. This lets the board be proactive and take on areas that could otherwise be major sources of frustration and friction.

There are many ways to conduct a board self-assessment including interviews and surveys to discussion groups that are facilitated. The best method is based on the size of the board, the available resources and the amount you’d like to explore in the assessment.

If you choose to conduct the assessment make sure you know the objectives of the assessment. For example, do you want to improve governance, match governance with organizational goals or enhance accountability? Once you’ve decided you can then pick an evaluation tool.

Some tools allow you to compare results against other health facilities and hospitals while others focus on your company’s governance practices. Whatever you choose it is essential that the tools used are impartial and don’t call out specific directors. This will create a space where honest feedback is possible to be given.

Many boards utilize a peer-review process, which asks directors to rate each other. This is a beneficial and productive process, but it is important that the process remain confidential. It isn’t easy for some directors to critique someone else’s decision if they worry that they’ll be accused of it back at them. In this case it’s usually better to have the facilitator review all of the responses and decide what insights are relevant to communicate to the board.

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