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ALL PRODUCTS
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PBC Board Assessment

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The Board Assessment is designed to evaluate competencies that have been identified as important for board effectiveness, offering a structured tool for boards to receive feedback on their performance. The assessment consists of a suite of competencies derived from a review of relevant literature and regulatory frameworks, designed to reflect the specific requirements of board members.

The model underpinning this assessment is structured around three pivotal areas:

  1. Performance (i.e., the board’s capability to achieve deliverables and results)
  2. Culture (i.e., standards of behaviour and values that impact how the board works together to achieve their objective)
  3. Oversight (i.e., critical factors important for the current and future success of the organisation)

The Board Assessment can be customised if required to suit the specific type and purpose of the board.

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Customisation Options

The Board Assessment can be customised to your specific needs as we understand not all Boards are the same. We can accommodate some customisations including fine-tuning wording within certain limits. All requests changes undergo rigorous review by our Head of Research to maintain the survey’s integrity. To request customisations, simply fill out our customisation form. The customisation process typically takes 2 to 3 weeks, depending on complexity. Our sample report provides insight into the survey’s existing items. PBC is dedicated to ensuring your Board Assessment accurately reflects your board’s structure, dynamics, and objectives.

Timeline of Delivery

  1. Communicate: Board is briefed on the purpose of the use of the tool and informed of the process and key expectations.
  2. Compile Information: Client to complete order form. Minimum 5 evaluators are required to complete survey before we can produce a report (to ensure confidentiality and anonymity of responses).
  3. Advise: IT department to whitelist PBC email addresses to ensure survey invitations do not get blocked by security firewalls.
  4. Deploy: PBC will send email invitations (standard data collection is 2 weeks). You will be provided with an online dashboard allowing review of completion status.
  5. Certification: If you would like to be qualified to interpret the reports to complete a complimentary 60 minute practice debrief with a PBC consultant.
  6. Report: PBC generates report. Report delivery is 72 hours following the close of date collection. Note: comments in the report are provided verbatim.
  7. Debrief: PBC has qualified consultants to facilitate the Board debrief, this is usually a 3-hour facilitation charged at an hourly rate (plus preparation) which can be scoped on request.

Customisation Options

The Board Assessment can be customised to your specific needs as we understand not all Boards are the same. We can accommodate some customisations including fine-tuning wording within certain limits. All requests changes undergo rigorous review by our Head of Research to maintain the survey’s integrity. To request customisations, simply fill out our customisation form. The customisation process typically takes 2 to 3 weeks, depending on complexity. Our sample report provides insight into the survey’s existing items. PBC is dedicated to ensuring your Board Assessment accurately reflects your board’s structure, dynamics, and objectives.

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Timeline of Delivery

  1. Communicate: Board is briefed on the purpose of the use of the tool and informed of the process and key expectations.
  2. Compile Information: Client to complete order form. Minimum 5 evaluators are required to complete survey before we can produce a report (to ensure confidentiality and anonymity of responses).
  3. Advise: IT department to whitelist PBC email addresses to ensure survey invitations do not get blocked by security firewalls.
  4. Deploy: PBC will send email invitations (standard data collection is 2 weeks). You will be provided with an online dashboard allowing review of completion status.
  5. Certification: If you would like to be qualified to interpret the reports to complete a complimentary 60 minute practice debrief with a PBC consultant.
  6. Report: PBC generates report. Report delivery is 72 hours following the close of date collection. Note: comments in the report are provided verbatim.
  7. Debrief: PBC has qualified consultants to facilitate the Board debrief, this is usually a 3-hour facilitation charged at an hourly rate (plus preparation) which can be scoped on request.
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Why HPTA?

Measure team performance and culture.

Feedback
Both qualitative and quantitative feedback can be provided to reinforce feedback.
Action Planning
The HPTA makes specific recommendations for immediate action planning.
Can be Repeated Over Time
Reports can be repeated over time.
Development
Can be used to inform team development workshops/programs.
Privacy and Security
We comply with all industry best practice privacy and security requirements.
Ease of Use
Easy to interpret report.
Accessibility
Online delivery.

More information

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Related Resources

Resources

PBC has a large library of free, open-source resources including whitepapers, ebooks, webinars, brochures and more.

board assessment

Board Assessment Fact Sheet

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