Why Conduct Board Evaluations? (BTO Article)

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PendracsBy Doreen Pendgracs, Author, “Before You Say Yes …: A Guide to the Pleasures and Pitfalls of Volunteer Boards”*  

I was asked about the importance of board evaluations today. The topic is covered in detail in Chapter 4 of my book as I am a strong supporter of the evaluation process for various reasons, but mainly because they help a board operate more effectively and more efficiently by bringing forward any issues that may need addressing. 

There are several components that might be included in a board evaluation exercise:

• Self-assessment (in which you evaluate your own participation and understanding of board matters);

• Peer assessment (directors anonymously evaluate one another);

• Leader assessment (directors evaluate the board’s chair(s);

• Board interaction with key staff (such as the executive director.) 

Each step is an important component as it brings to light different issues. You will invariably evaluate yourself slightly differently than others see you. But never take the information stemming from a peer evaluation as criticism. Afterall, we are all in this together, and every member of the board should be working toward the betterment of the organization and efficiency of the board. 

Welcome suggestions on how you might improve your participation in board matters. And keep your evaluations of others positive. It is fine to bring forward points for improvement or growth points, but not fine to nitpick or take the peer assessment as an opportunity to make someone else look bad out of bitterness, anger or envy. 

However, if there are serious points that need addressing in a director’s performance with regard to completion of tasks, attendance at meetings and other important issues, the evaluation process is the time to bring them forward. 

Just what issues might the board evaluations address? Board evaluations and peer assessments might evaluate you and others on the following points:

1)   Attendance and promptness at meetings

2)   Effectively contributing to discussions at meetings

3)   Being prepared for meetings (reading/doing your homework)

4)   Willingness to take on roles and duties

5)   Willingness to help others (mentoring)

6)   Interacting well with fellow directors and staff

7)   Ability to think independently and without bias

8)   Demonstrating sound judgment

9)   Being consultative or a team player in nature

10) Being knowledgeable of the organization’s issues

11) Being a good listener. 

These are all important points that contribute to our effectiveness as a volunteer and/or leader for any organization.

Pendracs Book (200 x 340)*About the Author:  Doreen Pendgracs is a freelance writer and author based in Matlock, MB.  She is the author of “Before You Say Yes …” a guide to help newer and would-be directors be more effective in their volunteer roles. The book is published by Dundurn Press and available online and in bookstores across the province and online at: http://www.dundurn.com/books/you_say_yes. Find out more at Doreen’s website at: http://www.wizardofwords.net.

Doreen Pendgracs offers workshops and seminars relating to her book. For more information, contact her at pendor@mts.net or by phone at (204) 389-4177

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1 Comment

  1. Assessment at every stage of being on a Board of Directors, or a sub-committee is extremely important.

    The questions Doreen poses here, and in her book are valuable for both self-assessment, and when a potential member is being evaluated. It is so important to have the right fit.

    I’m signing on to be a member of a committee for the Napanee District Community Foundation,(NDCF) and I am being asked to fill out a profile page that includes the following questions:

    Have you served on other boards or committees?

    What would you like to do with NDCF?

    How much time can you give?

    What restrictions do you have around meeting times?

    What is your preference for meeting times?

    By asking me these questions upfront, it gives me a chance to evaluate what I want to do as part of this committee, and how much time I can realistically give. Then, the Board can decide whether I’m a good fit, and I can decide if I really want to do this.

    I hope there is a similar evaluation at some mid-point. That way, both I and the Board get the opportunity to review goals, objectives, etc., and see whether they are being met. I can also look again at the time involved.

    Without this kind of evaluation, difficulties can arise, resentments can build, and the work of the Board can be compromised and suffer.