Board evaluation form

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Company and legal templates

• Company name

  For example: Northgate Supplies Ltd

• Period reviewed

  For example: Financial year 2026

• Completed by (optional)optional

  Leave blank if the board agreed to collect answers without names.

  For example: Director A, or leave blank to answer anonymously

• Strategy: the board sets direction and challenges it

• Oversight: results, risk and controls are watched closely

• Meetings: well run, enough time, good discussion

• Information: papers are timely, clear and enough

• Culture: open, respectful, every voice heard

• Mix of skills and experience

• What the board does best

  Be specific.

  For example: Directors prepare well. The audit committee asks sharp questions.

• What should improve

  Be specific and kind.

  For example: Papers arrive two days before meetings. Succession planning has not been discussed.

• Actions agreedoptional

  One row for each action.

  For example: Papers out 7 days before each meeting | Company Secretary | by March Add a succession item to the June agenda | Chair | June

• Date of this evaluation

  For example: 15 January 2027

1. 1Ratings
2. 2What the board does best
3. 3What should improve
4. 4Actions agreed
5. 5Use of this form

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 13 details, starting with Company name, Period reviewed, Strategy: the board sets direction and challenges it, Oversight: results, risk and controls are watched closely, Meetings: well run, enough time, good discussion. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Some codes and regulators set rules on board evaluation for listed companies, charities and regulated firms. Check what applies to yours.

Are these company templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Is a template the same as legal advice?

No. A template is a careful starting point. Company, contract and data protection law differ by country, so have a lawyer read anything that carries real risk before you sign.

Can I change the clauses?

Yes. Download the Word version and edit it, or open the template in the nerix chat and ask for a clause that is stricter, shorter or in another language.

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