The Common Good Data Board Assessment Tool

Take the Online Digital Version of the Board Assessment Tool
A diverse group of professionals sitting around a conference table in a modern office, engaging in a meeting or discussion.

Why Use the Board Assessment Tool?

Strong boards are essential for effective nonprofits. This tool offers a structured way for board members to assess how well they are fulfilling their duties — from guiding strategy to ensuring fiscal oversight and supporting programs. It’s also a way to spark meaningful conversations about how the board can grow and better support the organization’s mission. The tool focuses on five key areas:

  • Strategy, Mission, and Vision

  • Governance and Fiscal Oversight

  • Fundraising and Development

  • Board Management, Meetings, and Recruitment

  • Program/Service and Advocacy

Each section includes statements for board members to rate based on how well they describe the board’s current practices. Space for comments is provided to capture more in-depth feedback.

Frequently Asked Questions

  • All current board members should complete the assessment — individually and confidentially — to ensure honest feedback. In some cases, senior staff (such as the Executive Director or CEO) may also be included to provide additional perspective.

  • We recommend completing the assessment annually or as part of a board retreat, strategic planning process, or leadership transition. Completing the tool typically takes about 20 minutes and can be done in formats like Word, Google Forms, or other online survey platforms, depending on your board’s preference.

  • Once board members complete the assessment, results should be compiled and reviewed to identify:

    • Areas of strength, where the board is functioning well.

    • Areas for growth, where practices may be inconsistent or lacking.

    • Key themes from comment sections that provide deeper insight.

    Boards can use the results to:

    • Set board development goals for the year.

    • Identify training or support needs, such as fundraising, governance, or strategy.

    • Improve board-staff collaboration and clarify roles.

    We encourage boards to discuss the results in a retreat or facilitated conversation, using them as a starting point for growth and action planning.

  • Assessment is only the first step. After reviewing the results, we recommend identifying three to five priorities for the board to focus on over the next 12 months. Consider assigning tasks to board committees or incorporating goals into the board’s annual work plan.

    Boards that assess their work regularly are better positioned to fulfill their mission, serve their communities, and inspire funders.

  • Not necessarily — many boards can use this tool on their own. The CGD Board Assessment Tool is designed to be straightforward and accessible, allowing boards to reflect on their strengths and challenges independently. You can complete the assessment as a board, review the results together, and use them to guide your own improvement efforts.

    However, some boards find that having a neutral, outside facilitator makes the process more effective — especially when navigating sensitive topics, building consensus around next steps, or needing help to turn insights into action. A consultant can guide conversations, help prioritize areas for growth, and facilitate action planning that leads to real progress.

    At Common Good Data, we offer board retreats, training, and consultation services to support boards in using this tool. Whether you’re looking for a one-time retreat or ongoing board development, we can help you make the most of the assessment process.

  • Yes! Common Good Data can administer the survey for you as an online form and provide consultation or guidance on interpreting results. If you prefer to handle it on your own, you can download the PDF version of the tool and input the questions into your own survey platform (such as Google Forms, SurveyMonkey, or Zoho Survey).

  • Yes — the Board Assessment Tool is free to use with attribution to Common Good Data. If you choose to adapt or share the tool, we ask that you credit Common Good Data as the source and include a link to www.commongooddata.com.

    You are welcome to adapt the tool to fit your board’s specific needs, as long as Common Good Data is credited as the original source. If you’d like help customizing the tool for your board, we’re happy to assist through consulting or training services.

  • That’s okay! This tool is a great starting point for boards new to self-assessment. It’s structured to be accessible and easy to understand, even for boards that haven’t engaged in formal evaluation before. Completing the tool can also be a valuable way to start conversations about board roles and expectations.

  • No — this tool is not a substitute for legal advice. While it can help boards assess their governance and policies, Common Good Data does not provide legal counsel. Boards should consult with a qualified attorney for any legal questions, including matters related to bylaws, compliance, risk management, or other legal responsibilities.