Board of Directors Assessment

Exclusively for Credit Unions

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A high-functioning Board of Directors is a critical factor for credit unions to be successful in this challenging marketplace. Board members must be proactive and dedicated to the performance of their credit union, while proficiently monitoring the credit union's overall operations. An effective way to gauge the level of proficiency with your board is to conduct a Board of Directors Assessment with People Perspectives.

Our comprehensive Board of Directors Assessment is comprised of two parts:

  1. Group Board Assessment
  2. Individual Assessment

Between the two assessments, board members obtain all-inclusive feedback on how the board as a team is performing, and how each individual board member is contributing to the board's success. Here are some of the features of each:

Group Board Assessment Includes:

  • 12 quantitative items across 3 dimensions of board effectiveness, including:
    • Overall Performance
    • Interpersonal Relationships
    • Communication & Knowledge
  • 2 open-ended questions, providing feedback on the overall board's strengths and areas of improvement
  • Rating averages of the board members across each assessment item, along with the mode and number of respondents
  • Comparative normative data averages across each of the 12 quantitative items
  • Section averages across each of the 3 dimensions and an overall average across the assessment
  • Feedback across the open-ended questions

Individual Board Assessment Includes:

  • 20 quantitative items across 6 dimensions of individual board member effectiveness, including:
    • Communication
    • Professionalism
    • Knowledge
    • Interpersonal Skills
    • Relationship with Executives
    • Overall Summary
  • 2 open-ended questions, providing feedback on the individual board member’s strengths and areas for improvement
  • Individual board member's overall average of the ratings provided by their fellow board members (and executives, if included) compared to the full board average, along with the number of respondants to each item
  • Section averages across each of the 6 dimensions and an overall average across the assessment
  • Feedback across the open-ended questions

Our assessment process for board members is comprehensive and completely user-friendly.

Features of our assessment:

  • Ability for respondants to evaluate the group overall, along with each of the board members in succession
  • Responsive survey format optimized for the desktop, tablet, and mobile devices
  • Full service in constructing the assessment in the ideal manner for each credit union
  • Full assessment administration
  • Secure online assessment, encrypted using the latest SSL technology
  • Password – protected to preserve confidentiality
  • Reports posted on a secure website to be downloaded and distributed at the client's discretion
  • Personalized follow-up discussions with individual board members as needed/requested

For more information on our Board Assessment or to schedule a demo, please call us at 206.451.4218 or email us at

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