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