THE
DORSEY
GROUP

How Effectively Is Your Board
Leading, Governing, and Supporting the Mission?

Complete this five-minute assessment to identify strengths and opportunities across governance, financial stewardship, resource development, and leadership succession.

Overall Board
Effectiveness Score
Four board
performance dimensions
Three practical
recommendations
1
Contact
2
Governance
3
Finance
4
Resources
5
Leadership
6
Results

Step 1 of 6: Contact Information

Tell us a little about you and the organization you serve.

🔒 Your information is secure and will never be shared.
Please complete every required field.

Step 2 of 6: Governance and Strategic Oversight

Rate each statement from 1 (rarely true) to 5 (consistently true).

I have a clear understanding of my role and responsibilities as a board member.

Rarely trueConsistently true

I actively contribute to shaping the organization’s strategic direction and long-term vision.

Rarely trueConsistently true

I regularly evaluate our organization’s performance against its mission and goals.

Rarely trueConsistently true

I am involved in setting measurable objectives and tracking the organization’s progress.

Rarely trueConsistently true
Please answer every question.

Step 3 of 6: Financial Stewardship and Accountability

Consider how well you understand and support the organization’s financial responsibilities.

I understand the nonprofit’s financial statements, budgets, and funding requirements.

Rarely trueConsistently true

I ensure that the organization’s resources are managed effectively and ethically.

Rarely trueConsistently true

I actively participate in financial decision-making that prioritizes sustainability and risk management.

Rarely trueConsistently true

I am committed to maintaining transparency in all financial activities.

Rarely trueConsistently true
Please answer every question.

Step 4 of 6: Fundraising and Resource Development

Assess your participation in strengthening the organization’s financial sustainability.

I actively engage in the organization’s fundraising efforts and support resource development initiatives.

Rarely trueConsistently true

I leverage my network to identify and secure funding opportunities for the nonprofit.

Rarely trueConsistently true

I am involved in creating a diverse funding strategy to ensure financial stability.

Rarely trueConsistently true

I take an active role in thanking and acknowledging donors for their contributions.

Rarely trueConsistently true
Please answer every question.

Step 5 of 6: Leadership Development and Succession Planning

Consider how actively you help build leadership continuity for the board and organization.

I am committed to the continuous development of my leadership skills as a board member.

Rarely trueConsistently true

I help identify and mentor potential future leaders within the organization and board.

Rarely trueConsistently true

I support efforts to create a smooth transition plan for board leadership when necessary.

Rarely trueConsistently true

I promote a culture of leadership development within the organization.

Rarely trueConsistently true
Please answer every question.

Step 6 of 6: Your Results Are Ready

Review your Board Effectiveness Score, priority areas, and recommended next steps.

Your Board Effectiveness Score

0

Your Top Priority Areas

    Top Recommendations

      Ready to Strengthen Your Board?

      Your Board Effectiveness Score provides an initial snapshot. Apply for a complimentary Organizational Insights Review to receive a more personalized Executive Insight Brief for your organization and board.

      Apply for My Complimentary Organizational Insights Review ↗ thedorseygroupllc.com/insights-review-application

      Looking To Take Next Steps? Schedule a meeting with our team!

      WHAT DO YOU HAVE TO LOSE?