✨ Available in Advanced & Enterprise Plans

Enterprise Board Evaluations Platform

Conduct comprehensive board assessments with flexible templates, anonymous responses, and real-time analytics. From quick pulse checks to detailed 360° reviews with automated workflows and actionable insights.

Flexible Question Types for Every Assessment

Build custom evaluations with multiple question formats

📊

Likert Scales

1-5 or 1-10 rating scales

Yes/No Questions

Simple binary choices

🔘

Multiple Choice

Single or multi-select options

💬

Open Text

Detailed feedback responses

Automated Evaluation Workflow

From creation to action items in one seamless process

1

Create Template

Build custom or use pre-built templates

2

Configure Settings

Set dates, recipients, anonymity
3

Send Invitations

Magic links via email
4

Track Progress

Real-time completion monitoring
5

Auto Reminders

Smart follow-ups for non-respondents
6

Analyze Results

Interactive dashboards & reports
7

Export Reports

PDF, Excel, CSV formats
8

Create Actions

Generate tasks from insights

Real-Time Analytics Dashboard

Comprehensive insights at your fingertips

2025 Board Self-Assessment Results

12 of 12 responses received (100% completion rate)

4.3/5

Overall Score

100%

Response Rate

87%

Positive Sentiment

12 min

Avg. Completion

Statistical Analysis by Category

Response Trends & Patterns

Enterprise-Grade Evaluation Features

🔐

Anonymous & Identified Modes

Support both anonymous feedback for sensitive topics and tracked responses for accountability. Magic link authentication ensures secure, passwordless access.

📧

Automated Email Workflows

Personalized invitations, smart reminders for non-respondents, and completion confirmations—all handled automatically with customizable messaging.

💾

Auto-Save Draft Responses

Respondents never lose their work. Automatic saving allows them to complete evaluations in multiple sessions without data loss.

📊

Statistical Analysis Engine

Advanced analytics with mean, median, mode calculations, response distribution patterns, and correlation analysis across categories.

👥

Committee-Specific Targeting

Send evaluations to specific committees or board segments. Perfect for committee self-assessments or targeted feedback collection.

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Recurring Evaluation Support

Schedule annual, quarterly, or custom recurring evaluations. Automatically track progress year-over-year with trend analysis.

Response Validation

Data quality checks ensure complete, valid responses. Required field enforcement and logic validation maintain data integrity.

📝

Action Item Generation

Convert evaluation insights into trackable tasks. Automatically assign follow-up items based on identified improvement areas.

🏢

Multi-Tenant Architecture

Organization-specific evaluations with proper access controls. Perfect for multi-board management or consulting firms.

Ready-to-Use Evaluation Templates

Start with proven templates or create your own

Popular Templates

📋 Annual Board Assessment

💼 CEO/ED Performance

👤 Individual Director Review

🌟 Board Chair Review

👥 Committee Effectiveness

🎯 Meeting Pulse Check

Technical Excellence

🔧 Platform Capabilities

 Magic Link Authentication: Secure, passwordless access for anonymous evaluations

 Background Processing: Handle large-scale evaluations without performance impact

 Real-Time Updates: Live completion tracking and instant result updates

 Multi-Format Export: PDF reports, Excel spreadsheets, CSV raw data

 Audit Trail: Complete activity logging for compliance

 Mobile Responsive: Complete evaluations on any device

 Enterprise Security: Role-based access controls and data encryption

 API Ready: Integrate with other governance tools

The Power of Regular Evaluations

95%

Average response rate

12 min

Completion time

100%

Anonymous option

Real-time

Analytics updates

📊 Board Evaluations Available in Advanced & Enterprise Plans

Advanced plan includes unlimited evaluations with full analytics.
Enterprise plans add custom templates and dedicated support.

Frequently Asked Questions

How does anonymous evaluation work?

When you configure an evaluation as anonymous, respondents receive magic links that don’t require login. Their responses are completely disconnected from their identity in the system. Even administrators cannot trace responses back to individuals. The system ensures minimum response thresholds before displaying results to protect anonymity in small groups.

Can I create custom evaluation templates?

Absolutely! You can build evaluations from scratch using our flexible question builder with Likert scales, yes/no questions, multiple choice, and open text responses. Mix and match question types, set required fields, and save your custom templates for future use. You can also modify our pre-built templates to match your needs.

How are reminders handled?

The system automatically sends personalized reminders to non-respondents based on your configured schedule. You can set the frequency and timing of reminders, customize the message content, and stop reminders once someone completes their evaluation. Manual reminders can also be sent at any time.

What analytics are provided?

Real-time analytics include response rates, statistical analysis (mean, median, mode) for each question, category-level scoring, trend analysis for recurring evaluations, sentiment analysis for text responses, and visual charts. Results can be filtered by respondent group, question category, or time period. All data can be exported for further analysis.

Can evaluations target specific committees?

Yes! You can send evaluations to specific committees, board segments, or custom groups. This is perfect for committee self-assessments, targeted feedback collection, or role-specific evaluations. The system maintains proper access controls so only intended recipients can respond.

How do recurring evaluations work?

Set up evaluations to automatically recur annually, quarterly, monthly, or on a custom schedule. The system will automatically send invitations, track responses, and compile year-over-year comparisons. This is perfect for regular pulse checks or annual assessments without manual setup each time.

Transform Board Performance with Data-Driven Insights

Start conducting professional board evaluations that drive real governance improvements.