1. SayPro Board Self-Assessment Form Template
Board Member Name: _______________________
Date of Assessment: _______________________
Position/Title: _______________________
Section 1: Governance and Leadership
Please rate your performance in the following areas on a scale of 1 to 5 (1 = Needs Improvement, 5 = Excellent).
Area of Performance | Rating (1-5) | Comments/Examples |
---|---|---|
1. Understanding of the board’s roles and responsibilities | ||
2. Ability to contribute effectively in board discussions | ||
3. Engagement in decision-making processes | ||
4. Knowledge and understanding of the company’s strategic goals | ||
5. Responsiveness and availability to fulfill board duties |
Section 2: Communication and Collaboration
Area of Performance | Rating (1-5) | Comments/Examples |
---|---|---|
1. Ability to collaborate with fellow board members | ||
2. Effectiveness in communicating with management | ||
3. Openness to feedback and suggestions from other members | ||
4. Participation in board and committee meetings |
Section 3: Strategic Oversight
Area of Performance | Rating (1-5) | Comments/Examples |
---|---|---|
1. Ability to provide strategic direction to the company | ||
2. Oversight of financial performance and risk management | ||
3. Evaluation of company’s long-term goals and objectives |
Section 4: Ethics and Integrity
Area of Performance | Rating (1-5) | Comments/Examples |
---|---|---|
1. Commitment to ethical standards and integrity | ||
2. Ability to make decisions with transparency and accountability |
Additional Comments:
Signature: _______________________
2. SayPro Board Peer Review Form Template
Reviewer’s Name: _______________________
Board Member Being Reviewed: _______________________
Date: _______________________
Section 1: Governance and Leadership
Criteria | Rating (1-5) | Comments/Examples |
---|---|---|
1. Demonstrates effective leadership during board meetings | ||
2. Provides insightful contributions during discussions | ||
3. Supports the overall mission and values of the company | ||
4. Respects diverse viewpoints and fosters inclusive discussions |
Section 2: Decision-Making and Performance
Criteria | Rating (1-5) | Comments/Examples |
---|---|---|
1. Makes informed and thoughtful decisions | ||
2. Holds themselves and others accountable for actions | ||
3. Shows effective judgment in prioritizing tasks and goals |
Section 3: Communication and Collaboration
Criteria | Rating (1-5) | Comments/Examples |
---|---|---|
1. Demonstrates clear and transparent communication | ||
2. Actively listens to and values the opinions of others | ||
3. Collaborates well with other board members |
Section 4: Overall Feedback
Criteria | Rating (1-5) | Comments/Examples |
---|---|---|
1. Overall effectiveness as a board member |
Additional Comments:
Signature: _______________________
3. SayPro Board Stakeholder Feedback Template
Stakeholder Name: _______________________
Position/Role: _______________________
Date: _______________________
Section 1: Board Performance
Area of Performance | Rating (1-5) | Comments |
---|---|---|
1. Effectiveness of board in setting strategic direction | ||
2. Ability to provide oversight of company operations | ||
3. Quality of decision-making and problem-solving | ||
4. Board’s understanding of industry trends and challenges |
Section 2: Communication and Collaboration
Area of Performance | Rating (1-5) | Comments |
---|---|---|
1. Effectiveness in board communication with stakeholders | ||
2. Level of collaboration between board and senior management | ||
3. Openness and responsiveness to feedback |
Section 3: Ethical Standards and Governance
Area of Performance | Rating (1-5) | Comments |
---|---|---|
1. Board’s adherence to ethical standards | ||
2. Transparency and accountability in decision-making |
Additional Feedback/Recommendations:
Signature: _______________________
4. SayPro Board Evaluation Report Template
Date of Evaluation: _______________________
Prepared By: _______________________
1. Executive Summary
A brief summary of the board’s overall performance, highlighting key strengths, areas for improvement, and any notable trends.
2. Strengths Identified
- [List of strengths based on self-assessment, peer reviews, and stakeholder feedback.]
3. Areas for Improvement
- [Identify areas where performance could be enhanced or where changes are needed.]
4. Detailed Findings
Evaluation Area | Key Findings |
---|---|
1. Governance and Leadership | [Summary of findings] |
2. Decision-Making and Performance | [Summary of findings] |
3. Communication and Collaboration | [Summary of findings] |
4. Ethical Standards and Integrity | [Summary of findings] |
5. Actionable Recommendations
- [Provide specific recommendations for improving board performance in the identified areas.]
6. Conclusion
- [Summarize the board’s overall performance and highlight key next steps.]
Prepared by: _______________________
Approved by: _______________________
Date of Approval: _______________________
5. SayPro Action Plan Template
Date: _______________________
Prepared By: _______________________
Action Plan for: _______________________ (Board Member/Committee/Area)
1. Actionable Items
Action Item | Responsible Party | Timeline | Status |
---|---|---|---|
[Specific action to improve board performance] | [Board Member/Group] | [Due Date] | [Not Started/In Progress/Completed] |
2. Resources Needed
- [List any resources, training, or support required to implement the action items.]
3. Key Performance Indicators (KPIs)
Action Item | KPIs | Target |
---|---|---|
[Specific action to improve board performance] | [Define measurable outcomes for success] | [Target value] |
4. Review Schedule
- [Outline when and how progress will be reviewed, e.g., monthly meetings, quarterly check-ins.]
Prepared by: _______________________
Signature: _______________________
Date: _______________________
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