Assessments for a Highly Effective Board

Build a Better Board

Board Excellence Assessment™

CBE’s board assessment process has been designed by directors for directors. We work with you to create and facilitate an assessment process that provides insight on board functioning and performance and promotes your commitment to excellence. Our online format is user-friendly, fast and accurate. Responses are anonymized and aggregated into CBE’s Board Excellence Assessment™ report that includes analysis, turning feedback into action.

CBE customizes board, committee, and director assessments based on your governance structure, legal and regulatory requirements, topics specific to your industry and purpose, and the needs of your board. Following best practices in corporate governance, CBE’s governance experts will guide and facilitate an assessment process that provides valuable insight, promotes board effectiveness, and supports your commitment to continuous improvement.

Board

An effective board assessment builds accountability, compliance, and productivity of your board. CBE’s Board Assessment is a patent-pending, online process designed to systematically assess board performance and educate board members. This confidential, safe, and secure tool is the premier board assessment available in the corporate governance marketplace. Assessment responses are compiled into reports, reducing time and effort for board administrators. CBE offers several specialized reporting options for Board Assessments.The CBE Board Excellence Assessment™ is a conducive report used to promote improved board performance, appraise corporate strategy, examine compliance, and assay critical board relationships — a key component to effective corporate governance. The CBE Short-Form Evaluation covers all the major areas of a board assessment. This simplified 50 question survey can be provided online or electronically in MS Word or Mac Pages. This fully customizable self-assessment tool is simple and effective. Unlike other services we provide, the Short-Form report includes only raw data and does not include the CBE branded Board Excellence Assessment™.

Nonprofit

Our specialized CBE Not-For-Profit (NFP) Board Assessment is similar to the CBE Board Assessment but designed specifically for a nonprofit organization’s board. This questionnaire examines a nonprofit board’s financial oversight, conflict of interest, ethics, highlighting the board’s strengths, weaknesses, and operational effectiveness. The assessment integrates Form 990 elements, meaning the board is fulfilling its oversight requirements. The combination of a mission and vision review with the completion of oversight requirements make this process cost and time effective.

The NFP Board Assessment is an online, fully customizable process designed to evaluate non-profit board performance. Responses are gathered into a report that will provide insight on a nonprofit board’s vision, oversight, and performance. Use this checklist to help your board design and follow foundational practices to successfully promote your organization’s mission.

Management

Alignment between management and the board allows for a higher probability of success. The board has a mandate to monitor management performance. A 360 style approach offers a management evaluation of the board, enhancing the bi-lateral interaction of board and management, increasing the opportunity for communication and alignment. By choosing CBE for your management and board assessment needs, we can uncover the best way for the board to support management’s goals. An evaluation of the board by management provides a deeper understanding of the dynamic between the two, and can be beneficial to the decision making process. Completing a board evaluation and a management evaluation of the board in tandem can provide great insight on underlying issues through dramatically differing averages or consistent thought. Combining the two evaluations will ultimately be cost effective, time efficient, and provide you with the results you need.

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