Board of Directors Evaluation/Performance Assessment Tool

This is an incomplete sample of our board assessment tool. To purchase the complete version of this tool from MHS Alliance, please contact us.

SECTION 1: Planning and Implementation

1. On an annual basis, the board reviews a written strategic plan for the organization and approves modifications as necessary to ensure that the plan is current.
2. The strategic plan directly relates to and supports the organization's vision and mission.

SECTION 2: Community Outreach, Public Relations and Education

1. When making critical decisions regarding the organization's direction and services, the board carefully considers the perspectives of residents/clients/patients, church leaders, civic leaders and other constituents.
2. When making strategic decisions, the board accesses professional perspectives about the industry from staff and other resources.

SECTION 3: Financial Oversight

1. The board of directors reviews and adopts an annual budget that is clearly related to the strategic plan.
2. The board receives and discusses regular financial reports throughout the year in order to monitor and determine budget compliance.

SECTION 4: Oversight and Evaluation of CEO

1. The board and chief executive agree in advance upon specific performance targets and the board uses these to conduct the chief executive's annual evaluation.
2. The board communicates effectively with the chief executive regarding goals, expectations and concerns.

SECTION 5: Board Effectiveness

1. The board regularly evaluates its own performance, as well as the individual performance of each member, to determine the effectiveness of the organization's governance.
2. The board develops a plan for continuing board development and performance improvement.

SECTION 6: Individual Self-Assessment

1. I fully understand the vision, mission and core values of the organization and periodically review them to ensure they are upheld and carried out.
2. I seek to promote the organization's mission and programs in the community.