Support | Client Log In | Search:

BoardEvals - Enhancing Governance Through Effective Board Evaluations

Learn More


Latest News

BoardEvals Launches New Evaluation Services Click here to read the press release.

Read more »


Learn more about our


Standard, Automated Board Evaluation Process

BoardEvals provides a standardized board evaluation process that automates the entire board assessment procedure, from initial data collection through back-end data analysis and reporting. The process is based on current "best practices", as defined by leading governance authorities. However, the process is also easily customized to meet the specific needs of your organization. At a high-level, the BoardEvals process incorporates the following steps: Our Process

  1. Our team works closely with your organization to create your BoardEvals account. A key component of this is defining the parameters and participants involved in your specific board evaluation – board and committee members, evaluation timetable and milestones, relevant industry benchmarks, etc. Once the participants have been defined, we follow a secure, automated web-based process to register them into the account.
  2. Next, we work in tandem with you to determine which evaluation tools will be used for your board evaluation. We start with a suite of standard evaluations - including full-board self-assessments, committee self-assessments, director self-assessments, and 360 degree director peer evaluations - that are based on a detailed set of "best practices" questions culled from governance experts. If your organization requires customized evaluation questions, for a nominal additional charge we can add, remove or modify questions to optimize the questionnaires for your organization. Each of the questions is supported by a 10 point response scale, which has been constructed by data analysis experts to provide the best measurement of response intent.
  3. Our next step is to collect responses to each of your questionnaires. Email notifications are sent to each of your directors informing them that the questionnaires that apply to them are ready to be filled out. The directors then log onto their BoardEvals accounts, and the questionnaires requiring their attention are clearly displayed, along with the due date that you have defined. Directors can simply point and click to enter their responses to each of the questions. To ensure the process stays on track, our system tracks director-level progress for each of the questionnaires, and automatically sends email reminders to directors who have not completed their surveys as the deadline approaches.
  4. Once questionnaire responses have been collected, BoardEvals performs real-time analysis on the results. Each individual director’s responses are tabulated to develop a mean and median score for each question, while still retaining detailed, director level data.
  5. Once response have been collected, results are displayed in both on-screen and printable (PDF) graphical reports. The BoardEvals system enables you to easily define report access levels which directors and outside stakeholders have access to which reports, and how much detail (including directors names) they see in each report. Each of your directors can view how their responses compared to the group mean. At an aggregate level, your organization can view the mean score for each question, along with the responses from each individual director. On an individual-by-individual basis, you can define whether report viewers see actual director names, or whether these are left anonymous.
  6. The BoardEvals reports also benchmark your board evaluation results along two dimensions: 1) against other companies in your industry; and 2) against your own historical results. These benchmarks allow you to track progress across time and across your industry, providing an important foundation for a continuous improvement program.