Practical Board Self-Assessment With Exponent Philanthropy Support

This board self-assessment was developed with your small foundation mind. It is designed to be a useful tool to increase your board’s effectiveness and help all board members feel more fulfilled by their work. An Exponent Philanthropy staff member will partner with you to tailor the implementation of the Practical Board Self-Assessment to your foundation’s unique needs, analyze the results, and recommend next steps. 

The self-assessment covers:

  • Trustee roles and responsibilities
  • Board effectiveness and dynamics
  • Governance
  • Grantmaking
  • Legal and tax compliance
  • Investments
  • Financial oversight
  • Board meeting assessment
  • Individual board member self-assessment

Whether you choose to take one, multiple, or all sections, this assessment can help position your board for productive conversations about important topics. A final report includes an expert compilation of responses and analysis of results and identifies strengths, areas for discussion, and recommended next steps.