In the context of the organisational strategy, managerial leadership and board governance, a review provides a clearer roadmap for chairs, directors and CEOs on what is needed to improve their performance and impact. It looks at both process and behaviour.

Neutrality and strategic insight is the unique difference we offer. Our process provides the director or executive ‘in-the-moment’ guidance for their long-term success. By holding up a ‘mirror’ we assist them focus, plan and be more effective than he or she may be able to do alone.

With a board evaluation, the real benefit gained from the review is to move from a ‘tick-the-box’ exercise to one that helps the board, collectively and individually, build its capacity for good leadership, strong engagement and strategic value. Recognising that a board is at its best when it functions as a ‘high-performing team‘ the principles of effective feedback, ongoing development, trusted conversations, constructive coaching and adult learning apply. 

BoardEvaluation TheTalentAdvisors

The customised review consists of observing a board meeting, followed by an agreed questionnaire and a series of one-on-one confidential interviews with selected individuals in a safe and respectful environment. Using our unique methodology we:
  • Uncover overall board practice with patterns of interaction and behaviour 
  • Reveal perceptions of how well things are working
  • Surface unspoken concerns
  • Examine what helps and what hinders oversight and collective descision-making
  • Outline individual strengths and how they are effective or less effective 
  • Outline what could be done differently
  • Look at how time is spent and agendas prioritised
  • Consider both role clarity and potential gaps in the skills-matrix 
  • Identify unmet challenges, mis-aligned priorities and competing demands
  • Extend insights into governance action 
  • Identify forward-looking directions for improving business impact and governance.

At the end of the review a confidential report on the material themes and trends is prepared so that the executive or director can apply the content to their own situation and develop a list of actions. A facilitated session can be held with all board members to outline findings and trends. A personal and private debriefing of individual directors or leaders, in the form of a mentoring discussion, will further guide interpretation, uncover causes and recommend actions.

The review becomes a catalyst for strategic development, a constructive view of strengths effectiveness, hones governance tactics and improves team engagement.

A recent Harvard article makes the point: “The purpose of the exercise is to ensure that boards are staffed and led appropriately, that board members are effective in fulfilling their obligations, and that reliable processes are in place to satisfy important oversight requirements … The more difficult but more value-producing part of the board evaluation process is to review the contribution of individual directors and the interpersonal and group dynamics among board members.”

You are welcome to make contact with Dianne Jacobs to discuss the concept or organise a discovery briefing.

As one client said “… very, very positive about the process and the insight got from it … the whole team felt comfortable that the task was in good hands … look forward to staying in touch.”

Related Content:

Boardroom Styles and Strengths: helps people consider how they interact. What is your style in the boardroom? What strengths do you bring as a committee member or non-executive director? What are the unintended consequences of a particular approach? Using a specifically designed Board Styles Instrument these issues are explored followed by one-on-one feedback coaching.


Warning signs to assess before joining a board

7 ways directors add value 

Trust and leadership

Subscribe to this blog or follow us on twitter @talentadvisors or check out our page on Facebook.

Follow these LinkedIn pages to suit your area of interest:

The Talent Advisors: Busy executives don’t have time to hunt for the more interesting insights. Following this page keeps you updated on a range of ideas, emerging trends or good leadership and governance practices in complex and networked businesses. It is particularly useful for those aspiring to the next level or c-suite.

Aspiring Directors: Aspiring directors can follow this page for mentor tips on aiming for a non-executive board role including how to best be prepared from a nominations committee perspective.