Board annual evaluation survey
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Board annual evaluation survey

Organization: [ORGANIZATION NAME]

Year: [YEAR]

Please return by: [DATE] to [NAME OR LINK]

Your answers are anonymous. We will share only totals and themes.

Part 1. How the board works

Rate each statement: 1 = strongly disagree, 2 = disagree, 3 = agree, 4 = strongly agree, or "not sure".

Meetings

1. Meeting materials arrive early enough for me to prepare. [RATING]
2. Our meetings spend most of their time on important questions, not routine reports. [RATING]
3. Everyone has a fair chance to speak, and no one dominates. [RATING]
4. Decisions are clear, and we know who will act on them. [RATING]
5. Our meetings start and end on time. [RATING]

Direction and oversight

6. I understand our mission and our plan for the next few years. [RATING]
7. I understand our finances well enough to ask good questions. [RATING]
8. The board spends enough time on risks to the organization. [RATING]
9. We review whether our programs are making a difference. [RATING]

Working together

10. Board members treat each other with respect, even when we disagree. [RATING]
11. Disagreements are raised in meetings, not in side conversations. [RATING]
12. Once we decide, we support the decision together. [RATING]
13. New members are welcomed and helped to contribute quickly. [RATING]
14. Our board reflects the community we serve. [RATING]

Working with staff

15. The board and the director understand the difference between their roles. [RATING]
16. The board supports the director and reviews their work fairly each year. [RATING]
17. Board members don't manage staff directly. [RATING]

Part 2. Open questions about the board

18. What is the board doing well that we should keep doing?
19. What one change would make the board more effective?
20. What topic should the board spend more time on next year?
21. What skills, connections or perspectives is the board missing?

Part 3. My own contribution

Rate each statement about yourself: 1 = strongly disagree, 2 = disagree, 3 = agree, 4 = strongly agree.

22. I attend meetings regularly and come prepared. [RATING]
23. I understand my legal duties as a board member. [RATING]
24. I contribute my skills and time beyond meetings. [RATING]
25. I help with fundraising in a way that suits me. [RATING]
26. I speak up when I have a concern or a question. [RATING]

27. What would help you contribute more next year?
28. Do you plan to continue on the board after your current term? [YES, NO OR NOT SURE]

Part 4. Feedback for the chair

Rate each statement: 1 = strongly disagree, 2 = disagree, 3 = agree, 4 = strongly agree, or "not sure".

29. The chair runs meetings fairly and keeps them focused. [RATING]
30. The chair makes sure every voice is heard. [RATING]
31. The chair works well with the director. [RATING]
32. The chair deals with problems early and fairly. [RATING]

33. What should the chair keep doing, and what could the chair do differently?

Summary of results (for the person collecting answers)

Number of responses: [NUMBER] of [NUMBER OF DIRECTORS]

Three highest-rated statements: [STATEMENTS]

Three lowest-rated statements, or most "not sure": [STATEMENTS]

Main themes from open answers: [THEMES]

Changes the board agreed for next year: [CHANGE 1, LEAD PERSON]; [CHANGE 2, LEAD PERSON]; [CHANGE 3, LEAD PERSON]

Discussed by the board on: [DATE]