The Annual Checkup |
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Organizations need annual check ups too! The Board Governance and Best Practices Self-Assessment gives nonprofit boards the criteria on which to assess themselves. The Annual Checkup allows each board 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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Step 1: Board Members Complete Confidential Online Survey
Board members receive a link to The Annual Checkup via an online survey tool. Each person assesses the board's performance in the privacy of their own home or office, clicking their response to each of the 100 checklist items and also providing as much explanation as they choose. Individual responses are kept in the strictest confidence. Board members preferring to respond by telephone are welcome to complete it that way.
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Step 2: The Board Doctor Prepares an Assessment Report
Once everyone has completed the Annual Checkup, we compile the results item by item and prepare an analysis. The report highlights areas where the board is doing great (green), any areas of concern (yellow), and areas where immediate action is recommended (red.) The Board Doctor, LLC will suggest some individualized high-yield action steps to help you improve the performance of the board of directors.
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Step 3: (Optional) Results Are Presented in the Boardroom
Participating organizations have an option to bring The Board Doctor, LLC directly into their board room - in person or electronically - to review the results of the Annual Checkup and facilitate discussion. In one short hour or two, board members can ask questions, share their perspective further, and make decisions together about what, if anything, they wish to address as a result of their self-assessment.
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The fee for the Annual Checkup is $500 for up to 25 respondents (and just $250 more to bring The Board Doctor, LLC into your boardroom to present the results.) Call or email today to make your appointment!