Board Assessment

Help Peter & Elizabeth Tower Foundation gain an understanding of how their board is performing and how it could improve in areas like governance practices, stewardship, revenue generation, and executive management.
Peter & Elizabeth Tower Foundation
Getzville, NY, USA
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Peter & Elizabeth Tower Foundation
Getzville, NY, USA

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Posted September 24th

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Project Details

What We Need
  • 1-2 page summary of takeaways and trends from interviewing key individuals (no more than 8 interviews total)
  • Identification of the board’s strengths and recommendations for areas of improvement for board members collectively and individually
Additional Details

We have 10 board members and we do a semi-annual board self-assessment. We are looking for a new/fresh approach or tool for this exercise.

What We Have In Place
  • We currently have past assessment tools, which should make it easy for you to get started. We also have a board handbook, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,773 , allowing us to allocate more funding for grant awards.

Improve board governance and effectiveness.

Project Plan

P
Prep: Provide Current Materials
  • Volunteer Manager provides Professional with past reviews or board performance evaluations, if any
  • Volunteer Manager communicates an overview of board’s governance practices, stewardship, membership, revenue generation, and executive management
  • Volunteer Manager outlines 1-2 specific areas of focus for the evaluation
1
Milestone 1: Research
  • Professional connects with Volunteer Manager for a brainstorming/overview session to better understand current situation and desired outcomes
  • Professional and Volunteer Manager mutually agree on key individuals to interview or survey (no more than 8 total, including Executive Director, Board Chair, select board members, and key staff)
  • Professional drafts survey and/or interview questions for the list created above
2
Milestone 2: Interviews and Evaluation
  • Professional conducts surveys and/or interviews with mutually agreed upon list from above
  • Professional reviews any relevant materials regarding the board’s performance (e.g. bylaws, previous board reviews or assessments, previous or current strategic plans)
  • Professional synthesizes findings from surveys and/or interviews into a 1-2 page outline
3
Milestone 3: Delivery of Board Assessment
  • Professional drafts a 1-3 page document outlining the overview and suggested areas of improvement based on their findings
  • Volunteer Manager reviews document
  • Professional delivers a finalized document and/or presentation to the Volunteer Manager, outlining their key findings and recommendations, including suggested areas of improvement
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About The Org

Peter & Elizabeth Tower Foundation
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Posted by
Kathy A.

Director of Finance and Administration

Our Mission

As grantmaker, partner, and advocate, the Tower Foundation strengthens organizations and works to change systems to improve the lives of young people with learning disabilities, mental illness, substance use disorders, and intellectual disabilities.

What We Do

The Tower Foundation is a family foundation that supports and collaborates with nonprofit organizations and community partners that share our mission of helping children, adolescents, and young people affected by intellectual disabilities, learning disabilities, mental health issues, and substance use disorders. Our work is focused in Western New York and Eastern Massachusetts, areas that are important to the Tower family.

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