Board self-assessment

How to conduct an effective annual review?

Are you exploring how to run a high-quality board self-evaluation or wondering what makes an effective board questionnaire?

OnlineBoardEvaluations.com offers best-in-class annual self-evaluation that helps boards reflect, improve, and benchmark their performance—efficiently, confidentially, and with actionable insight.

Our online self-evaluation process saves valuable time, protects anonymity, and ensures full compliance with governance requirements. It is trusted by forward-thinking boards across Europe and beyond for its independence, flexibility, and professional delivery.

Why choose OnlineBoardEvaluations.com for your board’s self-evaluation?

If you’re considering who the best providers of board self-evaluation are—or how to find a trusted board evaluator—here’s what makes our approach stand out:

  • Independent and conflict-free: We are not part of any executive search firm, audit company, or digital board platform provider. Our evaluations remain objective and unbiased.
  • Deep boardroom experience: For more than a decade, we have worked exclusively with boards across Europe, the USA, and Asia, developing a deep understanding of the dynamics and what drives board effectiveness.
  • Proven methodology: Our process is built on extensive, hands-on experience supporting boards with self-assessments and conducting in-depth external evaluations, ensuring methodological rigor and practical relevance.
  • Flexible design: Choose from a standard, extended, or fully customized questionnaire aligned with your situation, ambitions, and strategic priorities.
  • Benchmarking capability: Compare your board’s results against peer groups and board best practices to gain a clear perspective on performance.
  • Fast, simple delivery: Results are typically ready within two weeks of survey completion.
  • Confidential and compliant: We guarantee complete anonymity and GDPR compliance, ensuring participants can respond candidly.
  • Clear, actionable insights: Our reports highlight strengths, areas for improvement, and measurable progress trends.

Clients describe our process as discreet, constructive, and respectful of their time—an approach that helps boards reflect honestly and move confidently toward greater effectiveness.

How does a board self-assessment work?

Designed for busy boards, our process combines structure, confidentiality, and efficiency to provide valuable insight with minimal time commitment:

  1. Preparation – We align on the scope, participants, and timing. You can choose our proven questionnaire or tailor it to your specific needs.
  2. Insight gathering – Each participant receives a secure, anonymous survey link. Optional peer feedback and benchmarking features can be added.
  3. Results and reflection – About two weeks after completion, you receive a clear, comprehensive report highlighting key strengths, improvement areas, and differences across groups.
  4. Follow-up (optional) – We can facilitate a discussion of results, help define next steps, and track progress in the following year.

The process is simple, confidential, and value-driven—providing meaningful insight with minimal effort.

Board self-assessment vs. External evaluation

A board self-assessment is a practical and efficient way for boards to reflect annually on their performance, dynamics, and governance practices. It promotes honest discussion, highlights what works well, and identifies opportunities for improvement—all with minimal time required.

An external board evaluation complements this with an independent perspective from consultants who, in addition to an online questionnaire, use personal interviews, deeper analyses, and a broader reference point against best board practice.

Together, the two approaches create an effective rhythm: annual self-evaluations to maintain the board’s health, complemented by an external review every two to three years to validate progress, strengthen performance, bring fresh perspectives, and inject new inspiration from evolving boardroom best practices.

Frequently asked questions

How often should our board complete a self-evaluation?
We recommend an annual self-evaluation, with an external evaluation every 2–3 years. This will be well aligned with most national governance codes.

How long does the self-assessment process take?
We can distribute survey links within two working days of receiving the contact details. Board members typically spend 30–40 minutes completing the online survey, depending on the number of questions. Once all responses are in, we deliver the report within two weeks. In total, the whole process usually takes around three weeks from start to finish.

What makes a board self-evaluation high-quality?
A high-quality evaluation combines independence, benchmarking, behavioral insight, and actionable feedback—delivered confidentially and constructively.

Can the questionnaire be customized?
Yes. You can use our proven questions, add your own, or tailor the content to your specific framework and board development goals.

Can results be benchmarked?
Yes. Our online tools and extensive database enable comparison of the board’s performance against anonymised, relevant benchmarks, offering a valuable external perspective.

What’s the first step to start?
The easiest way to begin is by filling out a short contact form. Once the form has been submitted, we will contact you, set up the process, and ensure that your self-evaluation runs smoothly and professionally.

Ready to strengthen your board’s performance?

If your board wants to sharpen effectiveness, collaboration, and governance quality, we offer an independent, insightful, and seamless evaluation process—helping you assess performance, uncover clear development opportunities, and strengthen board impact efficiently and confidentially.

What you will get

  • Pre-tested questionnaires

    Based on best practices from Leadership Advisor Group's many years of experience conducting board evaluations.

  • Benchmark against industry leaders

    Benchmark and compare your results against industry leaders with our vast database of board assessments.

  • Quick results

    We’ll create and send the report within two weeks of survey completion. We do the work of sending links and reminders.

  • Good-governance experts

    We know the relevant governance guidelines and adapt the questionnaires to match.

  • Insightful reports

    Easy-to-understand reports and graphs help you clarify the strengths of your board as well as opportunities for improvement.

  • Flexible setup

    Invite only board members or include company executives. Add questions about the performance of individuals and committees, if relevant.

  • Measure progress

    Upon request, we store your results so you can easily repeat the process annually and check your progress.

In-depth evaluation every three years

In addition to doing an annual self-assessment, it is best practice to conduct a more comprehensive and external (third-party) evaluation of your board at least every three years. Reach out to the Leadership Advisor Group for expert advice and to gain unparalleled insight into your board's strengths and areas for improvement.