Description of Services
Preparation, administration and analysis of data:
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Survey instruments customized to fit the desires and needs of the board.
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Design of the instruments and process for gathering data from individual trustees. Accuracy is critical.
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Distribution and administration of the surveys.
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Trustees complete self-assessment form on board’s performance (rate both board and individual performance).
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Collection and tabulation of responses.
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Preparation of confidential report.
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Review findings and recommendations with board by conference call, or:
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On-site presentation of reports:
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Facilitation of review and discussion
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Presentation of findings by ACCT retreat consultant.
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Distribute and discuss the summary findings from the completed surveys on the board’s self-assessment. Board will have an opportunity to meet (with or without President), and discuss self-assessment.
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Recommendations
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Open constructive dialog to frame recommendations and expectations for the next review period
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Discuss accomplishments and items needing further attention by the board and individual trustees
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Defining next steps
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Set goals and priorities, and the time frame, for the next self-assessment process.
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Preparation of formal communication and records to insure follow-up
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