Foundation Board Self-Assessment

• Communication between the board and the staff is consistent and appropriate. *

• The Board focuses on strategic and policy-related decisions that support the mission and effectively guide operational activities of staff. *

• The Board and the Executive Director effectively communicate and provide mutual feedback. *

• Organization policies are effectively communicated to all Board members. *

• If a new policy is needed for the Board, staff or the organization as a whole, the tope is clearly presented to and discussed by the Board. *

• Board members understand the organization’s mission and programs. *

• The Board is briefed by staff on annual plans. *

• The organization has clear goals resulting from relevant and realistic strategic planning. *

• The Board regularly monitors and evaluates progress toward strategic goals and program performance. *

• The Board receives regular reports on finances/budget and other important financial matters and detail is sufficient to provide meaningful insight. *

• The Board members are fully aware of their legal responsibility for the organization’s fiscal management. *

• The organization’s fundraising needs and strategies are understood by the Board. *

• Board members play an active role in the organization’s fundraising efforts. *

• Staff enables the Board members to effectively engage in fundraising efforts. *

• The Board Chair conducts the board meetings in an effective manner *

• The current Board meeting schedule and time work well for my schedule. *

• The Board meeting agendas reflect the priorities of the organization. *

• The Board encourages candid conversation among members and rigorous decision-making. *

• The Board members receive the right amount of informational material upon which to make decisions. *

• The Board is comprised of an effective mix of expertise, perspective, cultural, occupational and personal backgrounds. *

• The Board actively recruits new Board members based on identified needs and not merely to fill a Board vacancy. *

• The Board orientation I received effectively prepared me for Board membership. *

• As a Board member I feel involved and interested in the Board’s work. *

• The Board decision-making outcomes are positive and beneficial to organization and constituents. *

• The Board effectively represents the organization to the community. *

• The Board is committed to being held accountable for its actions and decisions. *