Board Assessments

CBE has extensive experience in the design and implementation of third party board assessments. We tailor our written assessment and interview process to meet your board’s unique governance objectives, while saving you time and expense. Our thoughtful, efficient process has become the industry standard in helping boards improve performance and achieve governance excellence. Press play to learn more.


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Board Assessments provide valuable insights.

CBE's board assessment process has been designed by directors for directors. The online format is user-friendly, fast and accurate. Responses are aggregated, anonymized, and delivered in CBE's Board Excellence Assessment™ report that provides visually compelling graphics and actionable analysis which turns director feedback into action.

EnGauge™ platform for board and management evaluations.

EnGauge™ is the leading platform for customized board and management evaluations. CBE's governance experts work alongside the board and executive leadership teams to design a customized assessment inquiry. CBE's sophisticated and extensive library of questions, tried-and-true methodology, and wealth of experience ensure delivery of a successful outcome for your organization.

Flexible Governance

As with all the CBE questionnaires, evaluations, and training tools, we work with your organization's team to design a better process.
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Work with attorneys and corporate governance experts to ensure compliance.


Reduce time and expense when you utilize CBE's suite of governance services.

Data & Analytics

CBE's reporting gives you the facts you need to make important decisions.

Board Assessment Services

CBE provides the world's most accurate, effective, and insightful governance advisement and board and management assessment solutions.

Board Evaluations Solutions: Comply, Measure & Excel

An effective board evaluation builds accountability, compliance, and productivity of your board. CBE’s Board Evaluation 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 evaluation available in the corporate governance marketplace.

The CBE Board Excellence Assessment™ is a tool to promote improved board performance, appraise corporate strategy, examine compliance, and assay critical board relationships — a key tool to effective corporate governance.

D&O Questionnaire

Board of Directors Self-Evaluation

Individual director self-evaluations enable directors to reflect on their own performance and identify areas for improvement. Self-evaluations are non-invasive in nature and are designed to educate and promote candor. Similar to our CBE Board Evaluation, the CBE Director Self-Evaluation is a tool for increased board awareness and education.
D&O Questionnaire

Directors Peer Assessments

Board of directors peer evaluations are perhaps the more candid evaluation of director performance in that they provide in-depth information regarding fellow directors and inner-workings among them. They promote accountability among directors: the evaluation reveals a board's particular strengths, and areas where both directors and board as a whole lacks expertise or is performing short of expectations.

Assessing Skills Needed as your Organization Evolves
Many boards utilize the director peer assessment as both an evalution of individual contribution and a catalyst for discussing future board needs.

Anonymity and Collegiality
Board peer evaluation can be somewhat adversarial in nature. CBE's Peer Evaluation takes great care to encourage collegiality among board members. Directors are encouraged to speak frankly as they are afforded complete anonymity in taking the CBE Peer Evaluation survey.

D&O Questionnaire

Audit Committee Evaluation

With the increasing importance of the role of the audit committee comes an increased need for performance measurement of that important function. How can companies know their audit committees are performing effectively, that its members are financially literate and that the highest ethical standards are being observed?

CBE’s internet-based evaluation software is a low-cost, high-benefit solution for the critical need to perform committee evaluations. The challenges of corporate governance affect the bottom line today more than ever. CBE’s state-of-the-art processes increase management’s opportunity to decrease risk and influence profitability by appropriating leadership best practices.

D&O Questionnaire

Compensation Committee Evaluation

It is the mandate of the compensation committee to have oversight of the company or organization’s compensation policies. Best practices dictate that such policies align compensation with an overall business strategy. It is also important that these policies tie compensation to long-term strategic performance and enhancement of stockholder value. A performance-oriented environment should also reward achievement of internal goals. In determining the compensation of the CEO or other executives, the committee should look to performance objectives of other similarly situated companies in its own industry. Lastly, the committee should align the financial interests of its executives to those of the company’s stockholders. An annual performance review of the CEO determines if performance is in line with achievement of overall goals and objectives.
D&O Questionnaire

Governance Committee Evaluation

Governance is the most influential standing committee of the board of directors. The primary purpose of this committee is to recruit new board members and ensure that board members are prepared to carry out their responsibilities on the board. Additionally, the committee, among other things, is responsible for oversight of succession planning, executive compensation, orientation and continuing education of board members, and ensuring the board engages in annual board evaluations.
D&O Questionnaire

Investment Committee Evaluation

Similar to the audit committee, the investment committee mandate has become the assessment of performance as overseers of the entity's assets.
D&O Questionnaire

Nonprofit Board Evaluation

The CBE Not-For-Profit (NFP) Survey is similar to the CBE Board Evaluation but designed specifically for a nonprofit organization's board.

Nonprofit Board Governance Starts with Evaluation
This questionnaire examines a nonprofit board’s mission, vision, financial oversight, conflict of interest, ethics, highlighting the board’s strengths, weaknesses, and operational effectiveness. The evaluation integrates Form 990 elements, meaning the board is fulfillling its oversight requirements.

Governance Checklist for Non-Profit Boards

Use this checklist to help your board design and follow foundational practices to successfully promote your organization's mission.

Short Form or Self Evaluation Assistance

The CBE Short-Form Evaluation covers all the major areas of a board evaluation. This 50 question survey can be provided online or electronically in MS Word or Mac Pages. This fully customizable self-evaluation 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™.
D&O Questionnaire

Management Team Evaluation

Whether a quick review of team status or a deep dive into management team dynamics and strategic execution. The CBE platform is a sophisticated, user friendly, and low cost solution. Choose from our questionnaire library, add custom questions, and initiate the evaluation in less than a week. Our unique reporting provides insightful and actionable output.
D&O Questionnaire

Management Evaluation of the Board

Management and board alignment offer a higher probability of success. The board has a mandate to monitor management performance. A 360o style approach is to also offer a management evaluation of the board enhancing the bi-lateral interaction of board and management that enhances the opportunity for communication and alignment.
D&O Questionnaire

Strategy Evaluation

Evaluating strategy is integral to enterprise success. The company's board of directors is responsible for monitoring and supporting management's execution on strategy. A client, usually the board chair or corporate secretary, works with CBE's experts, who upload the company's customized strategy evaluation into CBE's patent (pending) process that results in a Strategy Performance Report.
D&O Questionnaire

Download Board Assessment 101

The value of a Board Assessment

Third-party-administered assessments of board performance are a crucial component of good governance.

The Goals of a Board Assessment

Learn how to create specific, measurable and actionable goals for your company's evaluation.

The Results of a Board Evaluation

Understand and see first-hand the results of an excellent board evaluation.