Preparation, administration and analysis of data:

• Survey instruments customized to fit the desires and needs of the board. 

• Design of the instruments and process for gathering data from individual trustees. Accuracy is critical.

• Distribution and administration of the surveys.

• Trustees complete self-assessment form on board’s performance (rate both board and individual performance).

• Collection and tabulation of responses.

• Preparation of confidential report.

  • Review findings and recommendations with board by conference call, or:

On-site presentation of reports:

• Facilitation of review and discussion

  • Presentation of findings by ACCT retreat consultant. 

  • 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.

• Recommendations

  • Open constructive dialog to frame recommendations and expectations for the next review period

  • Discuss accomplishments and items needing further attention by the board and individual trustees

• Defining next steps 

  • Set goals and priorities, and the time frame, for the next self-assessment process.

  • Preparation of formal communication and records to insure follow-up