Board Evaluations

Run board evaluations without the spreadsheet scramble.

Comprehensive board assessments with flexible templates, anonymous responses, and analytics.

Product walkthrough

Run evaluations without rebuilding the process each year.

Templates, participation, and results live in one evaluation dashboard.

Assess the board, committees, the chair, and the executive director, from quick pulse checks to detailed reviews, with automated workflows and clear results. Build evaluations with flexible question types (Likert scales, yes/no, multiple choice, open text), collect responses anonymously where appropriate, and see results in a real-time analytics dashboard.

A simple workflow

Create a template, configure settings, send invitations, track progress, send auto-reminders, analyze results, export reports, and turn findings into action items.

Ready-to-use templates

Annual board assessment, individual director review, committee effectiveness, meeting pulse check, CEO/ED performance, and board chair review, with 175+ questions across 10 templates.

How respondents access it

Evaluations can be anonymous or identified. For anonymous evaluations, respondents use a secure magic link, no account needed, so participation is easy and responses stay confidential.

Tied to your board’s memory

Results trend over time and become part of your board’s record, so you can see whether the board is improving. They also connect naturally to the same areas your Board Health Assessment measures.

Meet the AI Board Secretary

Plan availability

Board evaluations are included on Advanced and Board OS. They are not included on Free or Standard.

Questions & answers

Board evaluation questions

Assessment formats, anonymity, templates, and plan availability.

Which board evaluations does BoardSite support?

BoardSite supports board, director, committee, chair, meeting, and executive evaluations. Administrators can start from more than 175 questions across 10 templates or create a custom assessment.

Can evaluation responses be anonymous?

Yes. An evaluation can collect anonymous or identified responses. Secure invitation links let participants respond without exposing their answers to other directors.

Which plans include Board Evaluations?

Board Evaluations and analytics are included in Advanced and Board OS. They are not included in Free or Standard. Compare plans.

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