Self-evaluate your board of directors

Self-assessment vs external board evaluation

Are you in charge of organizing your company’s next board evaluation? Here’s a brief description of each method, followed by our tips below.


External evaluation

  • The board evaluates itself, normally initiated by the Chair with practical help from the company secretary, legal counsel, or Nomination Committee
  • Can be in the format of a (paper- or online) questionnaire and / or in the format of the Chair carrying out a mini-interview of each board member as well the CEO, CFO, and other key leaders
  • Some use both questionnaire and interviews, others use only one of the methods
  • Typically done annually
  • External partner sets up and carries out this third-party evaluation
  • Should consists of individual in-depth interviews and ideally be combined with an online questionnaire
  • Usually also includes several special analyses such as those listed below
  • Usually includes a workshop or set of workshops run by the external partner, interpreting the results and giving concrete feedback and suggestions for improvement
  • Typically conducted at least every 3 years

Below you can read or download our tips on the differences, pros and cons of self-assessment vs external evaluation.

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