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Board Evaluations

This report provides tools for assessing cooperative boards of directors. It contains
information and exercises in assessing a board in three ways: (1) director’s self-assessment (assesses seven areas related to a director’s responsibilities and duties),
(2) assessing the cooperative board as a single entity (assesses how well directors
work together), and (3) assessing board meetings (measuring the productivity and
effectiveness of meetings). Cooperative boards can use assessments to identify problem areas and weaknesses and subsequently devise programs, plans, and training methods to remedy them. An assessment should be conducted regularly. Improvements should be made and progress tracked.

Resources

“The information and training materials on this website are supplied by the author and have not been edited by us. We have provided these materials as a central resource for our users, but we encourage you to carefully evaluate their relevance and accuracy for your own purposes. Please note that the views and opinions expressed in these materials do not necessarily reflect those of our organization, and we cannot be held responsible for any errors or omissions they may contain. It is your responsibility to verify the accuracy and appropriateness of these materials before using them. Proper attribution to the original authors is always required when using these materials, and you should also follow any applicable copyright or licensing requirements.”

Assessing Performance and Needs of Cooperative Boards

Cooperative boards can use assessments to identify problem areas and weaknesses and subsequently devise programs, plans, and training methods to remedy them. An assessment should be conducted regularly. Improvements should be made and progress tracked.

Board Evaluations

One responsibility of the Board of Directors is to undertake periodic board and board meeting assessments for the purpose of making improvement

Board Qualities Matrix

The combination of skills and attributes will impact the board of directors. The aim is a mix of critical characteristics represented by various board members.

Performance Measures in Associations and Chambers

“Why are we talking about it if we can’t measure it?”

The ROI on board service

Leaders are made, they are not born," said NFL Hall of Fame coach Vince Lombardi. So where does one find a good source for leadership development? Association boardrooms are ideal schools for leadership.

Survey

Bob Harris, CAE, will facilitate the strategic planning meeting. He has asked members of the leadership team (and senior staff) to answer these questions prior to the planning session. (He will be asking each person to express his or her goals at the meeting.)

The Nonprofit Board Self Assessment Tool

The Nonprofit Board Self Assessment Tool is designed to help nonprofit organizations assess their board's performance and identify priorities for board activities going forward. We believe this combination of performance assessment and priority-setting is the foundation of superior nonprofit board performance over time. The tool should be used with our framework for nonprofit board responsibilities, which describes in detail the key elements of effective nonprofit board governance.

Activity Alignment with Strategic Goals

Activity Alignment with Strategic Goals

Board of Directors Evaluation Check List

The following table can be used by all board members and the chief executive to get an impression of how well the board is doing. The table is a rather basic form for board evaluation. But, if the evaluation is conducted wholeheartedly, the form should indicate how the board is generally doing in conducting its role.

Co-op Roles & Responsibilities Summary Charts

Co-op Roles & Responsibilities Summary Charts

Check the Boxes – Director Evaluation

Directors know whether or not they are fulfilling their governance responsibilities. Given a board self-evaluation form, how would they check off the boxes?

Evaluating Board Performance

The opposite of good governance would be poor attendance and a lack of quorums, board meetings characterized as a waste of time to read reports, or directors unfamiliar with the mission and strategic plan. An evaluation is a platform to remedy these situations.

Evaluating Board Performance

EVALUATING BOARD PERFORMANCE October 15, 2015 SAMPLE QUESTIONNAIRE

Survey

Bob Harris, CAE, will facilitate the strategic planning meeting. He has asked members of the leadership team (and senior staff) to answer these questions prior to the planning session. (He will be asking each person to express his or her goals at the meeting.)

Is Your Board Ready for Self Assessment?

A guide for non‐profit leaders. This document is a guide for non‐profit leaders who are considering whether to undertake a formal board selfassessment. It was developed by Jeff Wahlstrom, of Starboard Leadership Consulting, and marketed through the Maine Association of Nonprofits.

Inventory Assess, Improve

To be effective a nonprofit organization should operate as efficiently as any business; and with many of the same principles applicable to a franchise operation1. A franchise focuses on what it does best; developing best practices that empower its workforce through checklists, templates and training manuals2. Systems, processes and protocols facilitate good governance and management.

A Nonprofit Capacity Self-Assessment Work Book

Organizational assessment, however, is often an activity that grassroots groups do not have the time or resources to do. The difficulties of assessing capacity and performance are compounded for rural low-income housing development groups that are often struggling with the daily demands of their work in an environment with little informational resources or organizational support. With this in mind, HAC has developed a workbook for assessing the housing development capacity and “track record” of rural nonprofit organizations. The workbook provides organizations with simple definitions of capacity in different contexts, and includes both quantitative and qualitative ways of measuring capacity.

Self and Board Evaluation

This session will let you evaluate yourself and your Board SECRETLY. You can take this evaluation form back to your Board and let everyone have the opportunity to raise their "level of awareness". What level that might be will depend on you --the responsible, well-informed and humble Board Member. We'll have a lot of laughs looking at ourselves.

Annual Evaluation of The Executive Director

Because the executive director is so central to the success or failure of the agency, evaluation of the executive director by the board is an important component of the board's responsibilities. But too often evaluations (and job descriptions) are undertaken only when the board has become unhappy with their chief executive.

Give Yourself a 100

In a association the daily tasks require doing a lot of things good but not having enough timeto master every responsibility

Five Elements Self-Assessment

In this Self-Assessment, you will review 58 standards (10-15 for each element) and decide how your organization is doing. The Self-Assessment is designed as an educational tool since the standard describes the desired practice.

Nonprofit Board Self-Assessment Survey

Effective nonprofit boards fulfill a number of roles for the organizations they support. Please rate the performance of the board against these nine board responsibilities. Please mark the response in for each responsibility that is closest to describing the situation at hand; descriptions will rarely be a perfect match, so use the comments section at the bottom of the page to expand on any aspects you wish.

An Evaluation of Limited equity Housing Cooperatives

Limited equity cooperatives (LECs) are evaluated within the following framework: 1) the effect of resident participation on operating costs, 2) the disutility of time and effort that members devote to co-op activities, 3) the intangible benefits of co-op living, 4) the degree of subsidization, and 5) the financial viability of LECs. As a result of information gathered from interviews of field practitioners and academic experts, the authors’ personal experiences, and a review of the literature, LECs are seen as an effective way of providing home-ownership opportunities for low-income families the United States.

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