A Board Self-Assessment Tool for Members

Part of: Tools & Information

In this era of major changes affecting the health care and long-term services and supports delivery systems, nonprofit aging services organizations are being challenged as never before to govern at the highest level.

In this era of major changes affecting the health care and long-term services and supports delivery systems, nonprofit aging services organizations are being challenged as never before to govern at the highest level.

The LeadingAge Board Self-Assessment tool is an essential instrument for boards of directors/trustees to use to ask themselves how well they are prepared to meet today’s and tomorrow’s challenges.  

Periodic evaluation can help show a board where its governing strengths lie as well as where improvements may be needed. It is an important function that should be an ongoing part of serving on any board.

Self-assessment of the board’s performance should be a recurring process, ideally with a formal assessment undertaken yearly.

Before beginning the assessment, the board should review the organization’s goals, mission, vision, values and strategic plan. The LeadingAge Board Self-Assessment tool allows boards to tailor the assessment instrument to fit their organization’s particular needs. 

Questions that relate to the organization’s strengths and those of its board members should not be omitted. However, it is important for the board to be aware of both its strengths and its deficiencies. 

This is why our program gives you the ability to customize the assessment by adding or deleting questions, so that they are tailored to your board.

The value of the board self-assessment and board member self-assessment tools depends to a large degree on the ability and willingness of the participants to be open and realistic as they answer the questions.

Once board members have completed the assessment, a report will be provided to the self-assessment administrator giving a detailed look at where the board stands and how other boards using the tool have answered.

The value of using the LeadingAge assessment tool will grow over time as more boards use it year to year.  

Boards should be prepared to take a hard look at their past performance and the performance of their peers, and based on what they see, take any steps that might be needed to modify governing procedures, structure or composition to improve performance.

Getting Started

To get started: