Board Assessment Name * First Name Last Name Email * Phone (###) ### #### Understanding Legal Responsibilities Does your board ensure compliance with your State Not-for-Profit Act, and any other relevant Federal, state legislation? Yes No Are the fiduciary duties of care, loyalty, and obedience to the mission upheld by your board? Yes No Developing a Strong Governance Structure Has your board defined clear roles and responsibilities for board members? Yes No Are there functioning committees (e.g., audit, governance) to focus on specialized areas established by the board? Yes No Does your board create and regularly update governance policies? Yes No Maintaining Financial Accountability Is sound financial management, including accurate budgeting, bookkeeping, and financial reporting, ensured by the board? Yes No Does your board approve annual budgets and regularly review financial statements? Yes No Are there regular audits by an independent auditor conducted by the organization? Yes No Strategic Planning Does your organization engage in regular strategic planning to align its goals with its mission and resources? Yes No Is the progress of strategic initiatives monitored and evaluated by the board? Yes No Ensure Transparency Does your organization publish annual reports that include financial statements, major achievements, and challenges? Yes No Are meeting minutes and board decisions made available to stakeholders and members? Yes No Does your board maintain open communication channels with members, donors, and the public? Yes No Board Recruitment and Development Is there a robust recruitment process to attract diverse, skilled board members implemented by the board? Yes No Does your board offer training and orientation for new members to understand their roles, legal obligations, and the organization’s mission? Yes No Are periodic evaluations to assess performance and improve effectiveness been performed by the board? Yes No Ensure Ethical and Transparent Decision-Making Does your board establish and follow a conflict-of-interest policy to avoid personal or financial gain? Yes No Has your board adopted a code of ethics to promote ethical conduct? Yes No Are board decisions made transparently and well-documented? Yes No Engage Stakeholders Does your board communicate regularly with stakeholders, including donors, employees, volunteers, and the community? Yes No Does your board involve members and stakeholders in major decision-making processes when appropriate? Yes No Risk Management and Compliance Does your board identify, assess, and manage risks facing the organization? Yes No Is your organization compliant with laws and regulations related to employment, health and safety, fundraising, and privacy? Yes No Has your organization developed and monitored policies such as anti-harassment, diversity, equity, and inclusion? Yes No Performance Evaluation and Improvement Does your board regularly evaluate the performance of the executive director or CEO? Yes No Are there measurable objectives and key performance indicators (KPIs) for the organization’s impact set by the board? Yes No Does your board conduct periodic self-assessments to adjust governance practices as necessary? Yes No Thank you! Privacy Statement
