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?
Leadership Advisor Group 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 Leadership Advisor Group for your board’s self-evaluation?
If you’re considering who are the best providers of board self-evaluation—or how to find a trusted, independent 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 objectives and strategic priorities.
Benchmarking capability: Compare your board’s results against peer groups and industry best practice benchmarks 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 full 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.
- Preparation – We align on the scope, participants, and timing. You can choose our proven questionnaire or tailor it to your specific needs.
- Insight gathering – Each participant receives a secure, anonymous survey link. Optional peer feedback and benchmarking features can be added.
- Results and reflection – About two weeks after completion, you receive a clear, comprehensive report highlighting key strengths, improvement areas, and differences across groups.
- 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 by adding an independent perspective, deeper analysis, and comparison to broader board best practices.
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.
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 full 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 allow your board’s results to be compared with anonymized benchmarks across industries, offering a valuable external perspective.
What’s the first step to start?
The easiest way to begin is by visiting our website, Online Board Evaluations, and filling out a short contact form. We’ll coordinate setup, guide you through the process, and ensure your board’s self-assessment runs smoothly.
Ready to strengthen your board’s performance?
If your board is ready to take the next step in improving its effectiveness, collaboration, and governance quality, we’re here to make the process smooth, insightful, and independent.
Visit Online Board Evaluations to explore how we can help your board assess performance, identify development opportunities, and strengthen board effectiveness—efficiently and confidentially.
