The Annual Checkup

Organizations need annual check ups too! The Board Governance and Best Practices Checkup gives nonprofit boards the criteria on which to assess themselves.  It contains 100 items in areas from Bylaws to Budgeting to Board Culture. With The Checkup, each board has an opportunity to determine what they are doing well and what changes might help them reach their full potential. Skeptical? Checkout this short article from BoardSource about the value and importance of conducting a regular self-assessment. For those trying to persuade colleagues to engage in a self-assessment, there's this article about Dealing with Resistance.

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Downloadable PDF

The master  Annual Checkup is available as a free download for those who sign up for our monthly e-newsletter.  Board members can go through it individually to determine what, if anything, their board needs to work on. Each item has corresponding information posted at the Resources Tab. This is a powerful tool for making sure the board is meeting its obligations.

Online Survey

Sometimes some members of the board will perceive problems where others do not. By asking all board members to complete the Annual Checkup confidentially, an opportunity is created to open up sensitive topics for discussion. The Board Doctor compiles and analyze the results for presentation at a board meeting, then facilitates discussion and decision-making. 

Slide Presentation

Groups wishing to work on their own can take a big leap forward just by going through the Annual Checkup together. The questions have been set up in a PowerPoint presentation which is available for free download at The Board Doctor's LinkedIn profile. Go ahead and put this on the agenda of your next meeting and discuss the items as a group. It might be quite illuminating!