Self-assessment by the board is an essential management practice that top-performing boards make use of to ensure long-term oversight. It requires the board members to take a look back and honestly evaluate their performance. This allows board members to discuss issues that could otherwise lead to tension and frustration.
There are a variety of methods to conduct a self-assessment for your board, ranging from surveys and interviews to facilitated discussion. The best approach depends on the size of the board, available resources and the depth you’d like to explore in the assessment.
When you choose the method make sure you know your objectives for the assessment. For instance, do want to improve governance, match governance with goals of the organization, or increase accountability? Once you have determined this, you can pick an evaluation tool.
Some tools allow you to examine your results in comparison to other health facilities or hospitals, while others are focused exclusively on the governance practices of your organization. Whatever you decide to use it is important to ensure that the tools used are impartial and don’t make any mention of specific directors. This will help create a safe environment for honest feedback.
Many boards also use a peer review process that asks board members for an evaluation of their fellow directors. This is a beneficial and productive procedure, but it’s vital that the process is secret. Some directors may be reluctant to criticize an individual director for fear of consequences. In this instance it is usually better to let the facilitator look over the responses to determine which insights are relevant to share with the board.
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