What We Do

Board Self-Assessments: Description of Services

Preparation, administration and analysis of data:

  • Survey instruments customized to fit the desires and needs of the board. 
  • Design of the instruments and process for gathering data from individual trustees. Accuracy is critical.
  • Distribution and administration of the surveys.
  • Trustees complete self-assessment form on board’s performance (rate both board and individual performance).
  • Collection and tabulation of responses.
  • Preparation of confidential report.
    • Review findings and recommendations with board by conference call, or:

 

On-site presentation of reports:

  • Facilitation of review and discussion
    • Presentation of findings by ACCT retreat consultant. 
    • Distribute and discuss the summary findings from the completed surveys on the board’s self-assessment. Board will have an opportunity to meet (with or without President), and discuss self-assessment.
  • Recommendations
    • Open constructive dialog to frame recommendations and expectations for the next review period
    • Discuss accomplishments and items needing further attention by the board and individual trustees
  • Defining next steps 
    • Set goals and priorities, and the time frame, for the next self-assessment process.
    • Preparation of formal communication and records to insure follow-up