Board Assessment

Help Project Transformation Rio Texas 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.
Project Transformation Rio Texas
San Antonio, TX, USA
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Project Transformation Rio Texas
San Antonio, TX, USA


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Posted November 29th

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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

9 members of the Board of Directors
We are looking for an external assessment of the board's effectiveness and if they are receiving what they need to govern effectively. If not, what is missing and how can we improve?

What We Have In Place
  • We currently have a board manual, strategic plan and capacity plan, which should make it easy for you to get started. We also have committed board members, and the ability to provide any other information you need.
How This Will Help
This project will save us $7,248 , allowing us to leverage those dollars for more effective board fundraising.

PT turns 2 in January as an independent non-profit and we need to assess where the board is in governance and why some board members engage more effectively than others.

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

Project Transformation Rio Texas
Posted by
Kercida M.

Chief Executive Officer

Our Mission

To transform communities by engaging children, college students and churches in purposeful relationships.


Larry was great. He did such a good job of laying out what he would provide including the outcome. He kept the whole board on task and produced very helpful recommendations for the board to be even more effective. He was an effective listener and helped established a culture of assessment as the board grows. He shared his expertise and insight in a very receivable way!
Kercida M.
Kercida M.

Chief Executive Officer

Board Assessment Project

Great organization, strong vision, and purposed towards continuous improvement to maximize the mission and vision.
Larry A.
Larry A.