Introduction 🎉

Welcome to the Board Evaluation Survey feature documentation! This powerful tool is designed to help your organization effectively assess its board's performance and alignment, identify areas of improvement, and facilitate productive discussions. By using this feature, you can promote transparency, foster board development, and enhance overall governance within your organization.

https://www.youtube.com/watch?v=HpetZDEDnGI

Methodology 🔍

Our Board Evaluation Survey uses an anonymous approach to encourage honest and open feedback from board members without the fear of retribution or bias. This methodology ensures that the survey results provide a true reflection of the board's strengths and weaknesses.

The survey questions are based on the best recommendations from the Organization for Economic Co-operation and Development (OECD). By following these guidelines, our survey ensures that your organization is adhering to internationally recognized best practices for board evaluations.

Process 📋

1. Planning your evaluation survey 📆

   • Inform your board members about the upcoming evaluation and assure them that it will be anonymous.
   • Select relevant questions for each of the five categories: Board Composition, Board Processes, Risk Management, Communication, and Strategic Planning.

   <aside> ⚠️ You must choose a minimum of 3 questions per category.

   </aside>

2. Inviting board members to fill the survey 📧

   • Use the provided interface to invite your board members, who will receive a unique and anonymous link to complete the survey.

3. Analyzing the results 📊

   • Review the alignment of the board by topic to understand how well the members are working together.
   • Identify the most misaligned questions to determine areas that may require further discussion or improvement.

4. Discussing and taking actions in the next board meeting 💡

   • Share the survey results with board members before the meeting to ensure everyone is prepared to discuss the findings.
   • Use the insights from the survey to guide discussions, prioritize action items, and develop a plan to address the identified areas of improvement.

How to Interpret Results 📈

• Survey results are based on two dimensions: how well board members perceive their performance on a specific question and how aligned they are in their perception.
• To gain valuable insights from the results, focus on identifying the areas where the board members have different perceptions of their performance or alignment. These areas may require further discussion or improvement.
• Utilize the results to guide discussions in your next board meeting and prioritize action items that address the identified areas of improvement.

Next Steps 🚀

1. Share the survey results with board members before the next meeting, ensuring that everyone is ready to engage in meaningful discussions about the findings.
2. Set up a dedicated board meeting focused on examining the survey results and devising a strategy to tackle the areas needing improvement.
3. Develop a comprehensive action plan that includes specific goals, responsibilities, and deadlines for addressing the identified areas of improvement. Assign custom actions to individual board members, tailored to their roles and responsibilities, to help drive progress.
4. Keep track of the action plan's progress, making adjustments as necessary to guarantee ongoing improvement.