Board Self-Evaluation Made Simple

Convenient - Confidential - Cost Effective

What We Offer

An annual checkup means a healthier and more effective board.

Whether you are a Fortune 100 multinational, a private company or a non-profit organization, if you have a Board of Directors you should be reaping the benefits of board and 360 assessments. We provide a simplified self-evaluation survey process that saves you time. It’s convenient, confidential, customizable and cost effective.

Convenience: Our years of experience with board self-evaluations means you can be confident and assured that the process will go smoothly, even if the unexpected occurs. Once the questionnaire has been finalized, the rest is up to us. Your reports arrive in the mail, as you specify. Even our invoice is painless with no surprises in the form of extra charges for phone calls, consultations or even (domestic) shipping.

Confidentiality: All responses from individual participants, whether on surveys or in interviews, are kept strictly confidential and anonymous. Once completed, surveys are returned directly to us and not back to the company or to an intermediary. This means there are no issues because someone on the board or management knows the identities of particular respondents and their responses -- and it also means participants can be completely confident that their responses are anonymous. As experienced governance experts in complex litigation, we are very sensitive to the liability issues involved with board advisory work and board evaluation processes. We are well versed in facilitating board evaluation processes that address these concerns. We offer paper based solutions to meet heightened concerns and we keep our clients’ names and information confidential as well. For that reason, you will not see a list of client names on our website or in the quotes about our services on this page. If you have any questions on these issues and the advantages of strict confidentiality to your board practices, please call Eleanor Bloxham at 614-571-7020 to discuss.

Customizable Questions: Use our questionnaire, your questionnaire, or a combination. Our questionnaire is a standard set of common questions that, based on our extensive experience, we think should be considered. However, each company/organization is unique and therefore, we encourage you to customize the questionnaire to fit your situation, as needed.  The breadth of the survey is up to you and can include surveys for the full board, each committee and individual director 360 evaluations.

Accuracy: After compilation of the results, the tallies, including comments, are subjected to three separate 100% audits to guarantee accuracy.

Usefulness: Our reports reflect the responses in several useful formats. A detail section shows each question, a graphical, "instant-read" picture of the responses (to quickly spot areas for review) and all of the comments for that question. In addition, a summary of the numerical responses allows for a quick scan of the results. (For our repeat clients, we provide a comparison to the previous year's responses -- numerical, graphical and comments -- for easy comparison. Our clients have found this to be particularly helpful.)

Affordability:  Pricing is determined by the total number of questions and the number of participants plus a small base fee. The base fee covers 3 additional copies of each report, all expenses, and domestic shipping. You will know the full and total price before the project begins. No surprises.

Expertise: We provide access to the expertise of governance authorities who have been pioneers in innovating board evaluation processes stretching back long before they were mandated and who have continued to help and assist firms of all sizes over the last decade to choose an approach which fits their board. Our extensive experience comes from our work with companies of every size (startup to Fortune 100), both for-profit and tax-exempt, public and private, and governments, including global and non-U.S. based.

What You Do

Spend a little time to do just three things.

1. Review the standardized questionnaires and add/remove/change questions to customize the surveys to your company's specific needs. (This is the hardest part, but we will help you do it.)

2. Provide us with the contact information of the survey participants. This information will ONLY be used to send them the questionnaire and to contact them, if necessary, to clarify their answers or comments if we cannot decipher them.

3. Participants complete the forms, including any comments, and return them to The Value Alliance in pre-addressed envelopes. (Reponses may be by email if desired.)

What We Do

Save a lot of time while we do the heavy lifting.

1. Provide standardized questionnaires for the board, committees and members for you to review and modify, if desired.

2. Work with your designated contact (usually the Corporate Secretary) to finalize the questionnaires.

3. Mail the customized questionnaires to each participant along with a pre-addressed envelope for its return. (Can be accomplished via email, if desired.)

4. Compile the responses and triple check for accuracy throughout the process.

5. Develop the reports. Detailed reports include data and comments (including prior year where applicable) numerically and  graphically. In addition, one or two page summary reports provide the ability to scan the numerical results quickly.

6. Send the reports to you promptly, as requested.