# Board Evaluation Form Template, Free to Fill Source: https://nerix.ai/templates/board-evaluation-form Rate how well the board works as a group, note strengths and gaps, and agree actions for the year ahead. Before you send it Some codes and regulators set rules on board evaluation for listed companies, charities and regulated firms. Check what applies to yours. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/board-evaluation-form) ### Board evaluation **Company:** Northgate Supplies Ltd **Period reviewed:** Financial year 2026 **Date:** 15 January 2027 **Completed by:** Director A, or leave blank to answer anonymously ## Ratings Scale: 5 is very strong, 1 is very weak. | Area | Rating | | Strategy | Strategy: the board sets direction and challenges it | | Oversight | Oversight: results, risk and controls are watched closely | | Meetings | Meetings: well run, enough time, good discussion | | Information | Information: papers are timely, clear and enough | | Culture | Culture: open, respectful, every voice heard | | Skills and experience | Mix of skills and experience | ## What the board does best Directors prepare well. The audit committee asks sharp questions. ## What should improve Papers arrive two days before meetings. Succession planning has not been discussed. ## Actions agreed | Action | Owner | By when | | Papers out 7 days before each meeting | Company Secretary | by March | | Add a succession item to the June agenda | Chair | June | ## Use of this form Answers are collected by the chair or the company secretary, summarised without names where the board has agreed, and discussed at a board meeting. Progress on the actions is checked at the next evaluation. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Company and legal ## What this template is for A yearly board evaluation form: rate the board's work, meetings, information, oversight and culture, add comments and agree actions. Fill in online. 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](https://nerix.ai/templates/company-legal) Company and legal ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### 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 agreed optional 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 Company and legal ## What is inside The parts of this document, in order. - 1 Ratings - 2 What the board does best - 3 What should improve - 4 Actions agreed - 5 Use of this form Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=board-evaluation-form) ### Was this template helpful? Company and legal ## Questions people ask ### 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. Templates ## More in Company and legal - [Acceptable use policy Set clear rules for using your systems, accounts, devices and services, and what happens when they are broken. 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