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Self-assessment of the board is a crucial practice of leadership that top-performing boards make use of to ensure long-term oversight. It requires the board members to step back and honestly assess their effectiveness. This allows the board to proactively address areas that might otherwise cause major frustration and tension.
There are a myriad of ways to conduct a self-assessment on an entire board, from interviews and surveys to facilitated discussions. The best method will depend on the size of your board, the resources you have available and the amount of depth you’d like to go into the assessment.
Once you have decided on the method, be sure to clearly state the goals you intend to achieve by the process. For example, do you desire to improve governance, match governance with organizational goals or improve accountability? Once you’ve determined this, you can then choose an evaluation tool.
Some tools allow you to compare your results with other hospitals and health systems while others concentrate solely on your organization’s governance policies. Whatever you choose, it’s important that any tools are impartial and don’t call out the individual directors. This will create a safe environment where honest feedback can be given.
A lot of boards also have peer review processes that asks board members to evaluate their co-directors. This can be an effective and effective exercise, however, it’s essential that the process remains confidential. Certain directors might be hesitant to criticize a member of the board for fear of negative consequences. In this situation it’s best to have the facilitator go through all of the responses and decide what information is relevant to discuss with the board.