Governance is demanding. Your board works hard to ensure your organization is well-run, sustainable, and true to mission. But are you focusing on the right things? How can you find out? The Alliance/BoardSource Self-Assessment allows you to shift your focus from routine governance matters and candidly reflect on how well the board is meeting its governance responsibilities. Customized by the Alliance for fraternals, who have added questions about understanding life insurance and annuity issues and the regulatory environment, this tool will assist your board in improving its performance and better defining its roles and responsibilities.
This electronic survey tool – used and highly rated by the American Fraternal Alliance board of directors – measures board performance in a quick and effective manner. The result is a 25+ page report highlighting board member sentiment and identified areas of improvement which can be used in long range planning.
Click here for the order form.
Cost:
For Current BoardSource Members – $749
For BoardSource Non-members – $849 (includes one BoardSource membership)
(Not Available to Alliance Non-members)
Please contact info@fraternalalliance.org to request a list of the self assessment questions used in this survey and to receive sample pages of the final report generated from your results.
NOTE: The Alliance acts as a liaison to BoardSource. BoardSource works directly with your society to launch the online survey and creates the final product which is sent directly to the purchasing society. The Alliance does not have access to any data – your report is totally confidential.
Optional: Interpretive Memo (based on results of Self Assessment Survey)
Cost: $1,015
After your organization completes your Alliance/BoardSource Self-Assessment, you can have a BoardSource governance consultant produce an analysis of the current board governance practices. The consultant will use his/her years of governance experience and knowledge of best practices in the sector to analyze the raw data from the Board Self-Assessment to produce a written report, including recommendations specific to each board. This will serve as the baseline from which to develop a thorough board development plan.
Please contact info@fraternalalliance.org to request sample pages of the Interpretive Memo that would be generated from your society’s Self Assessment results.
Optional: Benchmarking Data
Cost: $175
Adding the Benchmarking Data to your Self Assessment Report gives a side-by-side comparison of your board’s scores to other organizations that have taken the BoardSource Board Self-Assessment. (All non profits – not just fraternals).
Focused on performance in nine areas of board responsibility from strategic planning to financial oversight, the report gives you baseline data for board and organizational practices such as key policies, board structure, fundraising practices, and operations. If you’ve been wondering how your board’s performance stacks up against other nonprofit boards, this data enables you to do just that.
*Our partner BoardSource is dedicated to advancing the public good by building exceptional nonprofit boards and inspiring board service. BoardSource, a 501(c)(3) organization, serves more than 600,000 nonprofit leaders. www.boardsource.org.