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Run: Nonprofit Board Self-Assessment Survey

A nonprofit board self-assessment survey for directors to rate board effectiveness, fiduciary oversight, engagement, composition, and culture. Use it to surf...

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Board Effectiveness & Strategic Leadership

The board has a clearly articulated and regularly reviewed strategic plan that guides organizational priorities. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

Board meetings are well-structured, focused on strategic matters, and make productive use of directors' time. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board effectively monitors organizational performance against mission and strategic goals. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board maintains a productive, clearly bounded partnership with the CEO/Executive Director (governance vs. management). (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

If you rated any item above as 3 or lower, please describe the specific challenge or gap you observed.

Your candid input helps the governance committee prioritize improvements.

Fiduciary Oversight & Legal Compliance

The board receives timely, accurate, and understandable financial reports that enable informed oversight. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board adequately reviews and approves the annual budget and monitors material variances throughout the year. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board has a current, enforced conflict-of-interest policy and directors disclose conflicts promptly. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board ensures the organization meets its legal and regulatory obligations (e.g., IRS Form 990 review, state filings, audit oversight). (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board appropriately oversees risk management, including insurance coverage, cybersecurity, and reputational risks. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

Please describe any fiduciary or compliance area where you feel the board needs stronger oversight or better information.

Specific examples are most helpful to the governance committee.

Director Engagement & Individual Contribution

I come to board meetings prepared, having reviewed materials in advance. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

I actively contribute my skills, networks, and expertise in service of the organization's mission. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

I participate meaningfully in at least one board committee or working group. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

I fulfill my give/get or fundraising expectations as defined by the board. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

What would make it easier for you to contribute more effectively as a board member?

Consider time, information, training, committee structure, or board dynamics.

Board Composition, Recruitment & Development

The board has the right mix of skills, expertise, and lived experience to govern this organization effectively. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board reflects the diversity of the communities and constituencies the organization serves. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

New board members receive a thorough orientation that prepares them to contribute quickly. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board invests in ongoing education and development for directors (e.g., governance training, site visits, sector briefings). (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

Which skills or perspectives are most missing from the current board composition? (Select all that apply)

Your input will inform the next recruitment cycle.

Yes No N/A

Board Culture & Psychological Safety

Directors feel safe raising concerns, dissenting opinions, or difficult questions without fear of social or professional repercussions. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

Board discussions are inclusive — all directors have a meaningful opportunity to contribute, not just the most senior or longest-tenured members. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

The board chair facilitates meetings in a way that is fair, focused, and respectful of all directors. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree)

Overall, I am proud to serve on this board and feel my contributions are valued. (required)

Rate on a scale of 1 (Strongly Disagree) to 5 (Strongly Agree) — this is your eNPS-equivalent engagement driver.

If you rated any culture item as 3 or lower, please share what you observed or experienced.

Candid feedback on board dynamics is critical for governance health.

Open Feedback & Optional Demographics

What is the single most important thing the board should START doing to become more effective?

Be as specific as possible — vague answers are hard to act on.

What is the single most important thing the board should STOP doing that is limiting its effectiveness?

Honest answers here often surface the highest-value governance improvements.

Is there anything else you would like the governance committee to know as it plans board development activities?

This is your open space — any topic is welcome.

How long have you served on this board? (Optional)

Optional. Helps the governance committee interpret patterns by tenure. Less than 1 year / 1–3 years / 4–6 years / 7+ years.

Do you currently serve on a board committee or in a board officer role? (Optional)

Optional. Yes — committee member / Yes — officer (Chair, Treasurer, Secretary, etc.) / No / Both committee and officer.

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