Board Assessment

Help Center for Health Care Rights 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.
Center for Health Care Rights
Los Angeles, CA, USA
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Center for Health Care Rights
Los Angeles, CA, USA


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Posted November 10th

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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

Our organization has twelve board members -- six who have served for a long time, and six who are relatively new. We would like to create and empower a Board Development (Recruitment) Committee by having them engage in a board assessment project and we would like some tools, guidance, and support to make this happen and ultimately strengthen our board of directors. Thank you.

What We Have In Place
  • We currently have committed and experienced staff leadership, which should make it easy for you to get started. We also have talented board of directors with a lot of potential, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,773 , allowing us to not only use these resources to find other ways to meet our goals, but ultimately to magnify our efforts with stronger board leadership.

It is an organization with a vital mission and a solid track record, but there is much more potential to be realized.

Project Plan

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
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
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
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

Center for Health Care Rights
Posted by
Joe C.

Executive Director

Our Mission

The Center for Health Care Rights (CHCR) is a nonprofit health care advocacy organization dedicated to the mission of assuring consumer access to quality health care through education, counseling, informal advocacy and legal services. CHCR's Medicare direct services empower elderly and disabled consumers and their family members to use Medicare, Medi-Cal and other health benefits effectively, make informed health care choices and take appropriate action to resolve their health care problems. Since 1984, CHCR has provided free Medicare advocacy and health insurance counseling services to thousands of Medicare beneficiaries and their families in Los Angeles County annually.

What We Do

Program services include counseling and informal advocacy (to help clients understand their Medicare and Medi-Cal rights and benefits, obtain access to programs that provide help with medical expenses, and help resolve access to care problems within the Medicare and Medi-Cal programs); community education and outreach (via free educational seminars on Medicare, Medi-Cal, and other health care topics for Medicare consumers, caregivers, and health and social service providers); and legal assistance (with staff attorneys providing Medicare beneficiaries with legal advice and/or representation to resolve serious Medicare and Medi-Cal access to care problems or claim denials).