Tag Archives: annual report

Survey instrument a primer for ideal board strategic planning

Assessment solution

Conducting annual board evaluations is an ideal solution to strengthening charitable boards and their organizations. For some organizations, they can be difficult to plan, cumbersome to coordinate, and last minute activities. To ease the burden and, more importantly, deliver a clear understanding of board leadership, we’ve designed a board analysis survey tool entitled BoardCheck.

BoardCheck targets a non-profit organization’s growth through the voices of its board leaders. The instrument takes a snapshot of the organization’s makeup and activity by identifying its strengths, weaknesses, and opportunities. The data then forms the foundation of strategic planning initiatives.

BoardCheck is designed to serve as a tool for non-profit growth through the voices of board leaders. Best utilized prior to board retreats and strategic planning processes, BoardCheck is an instrument which takes a snapshot of a non-profit’s current organizational makeup and activity, analyzes it, and identifies strengths and weaknesses…all stemming from their own board members. All analytical information is derived from a 30+ question survey completed by board members.

workshop-boardcheck-screen

The survey captures information in the following areas.

  • Mission and vision
  • Board development
  • Marketing, messaging, and community interaction
  • Board culture
  • Leadership and involvement
  • Organizational health
  • Board activity
  • Personal involvement
  • Expertise and skills

 

Particularly advantageous to an upcoming board retreat, strategic planning process, or annual review, the BoardCheck survey features questions to identify key topics, board/organization priorities, recommendations and vision…in written-form from each board member.

BoardCheck is an ideal tool for boards of non-profit organizations of all sizes.

The value of BoardCheck is found in the third-party nature of the assessment. The tool allows board members to rate, rank, and share personal comments about the organization at their convenience and in the comfortable setting of their own home or office. The analysis provided through the survey and, any review/recommendation shared by NPcatalyst is conducted in an unbiased fashion.

Designed as solution for 501c3 organizations, BoardCheck is easily applicable membership, school PTA, and fraternal organizations. All data is held in strict confidence and is property of the participating organization. The information is not released, traded, or sold.

Click here to learn more about the BoardCheck board assessment tool.