Board self-assessment

A free board self-assessment for your nonprofit.

Your board answers a short set of questions. You get a plain report to read together at your next meeting.

When you’re ready, it can ask your staff and community too, and show you where the answers don’t match.

Free, forever. Setup takes about ten minutes. No account needed. You get a private link, and that link is what gets you back in. Lost yours?

What is a board self-assessment?

A board self-assessment is a short set of questions your board answers about its own work. Does everyone understand the mission the same way? Is the budget getting the attention it deserves? Do meetings make good use of everyone’s time? Does the board still reflect the community it serves? Answering honestly is harder than it sounds, and it might be some of the most valuable work a board ever does. It is how a board gets better at the one thing it exists for: serving the mission.

Most governance experts recommend doing this every year or two. Almost no small nonprofit actually does, and it isn’t for lack of caring. Building a good self-assessment from scratch is its own project: writing the questions, second-guessing the wording, wondering if you are even asking the right things. That alone is enough to make people put it off. The established tools cost $549 to $975 per use, and the free alternative usually means starting from a blank page. So the reflection that would help the most gets skipped, year after year, at exactly the organizations doing the hardest work with the least.

This tool exists so neither of those has to stop you. The questions are already written by people who thought carefully about what a board actually needs to ask itself, tested, and ready to use today. You do not have to draft your own or wonder if you got the wording right.

How this compares to the alternatives

BoardSource’s tool is well regarded. It also costs $975. Here is how the free alternatives usually compare, and where this one is different.

 This toolBoardSourceFree questionnairesDIY survey tools
PriceFree$975 standard ($549 to $749 with memberships or bulk pricing)FreeFree or low-cost
Anonymous by designYesNot statedNo anonymity infrastructureNo. The administrator can see who answered.
Peer benchmarkingYes, filtered by budget and focus area once enough organizations have taken partYes, but cannot be filtered by budget or mission areaNoneNone. Nothing to compare against.
Staff and community feedbackOptional, add anytimeBoard-onlyTypically board-onlyPossible, but you would build and run that yourself
Year-over-year comparisonYes. The wording never changes once published.Recommends reassessing every 2 to 3 yearsNo trend trackingOnly if you ask the exact same questions yourself
Time to reportReady as soon as your survey closes, on your own timelineAbout one month from purchase to reportTallied by hand, however long that takesAs fast as you can tally the results yourself

Benchmark filtering by budget and focus area unlocks once 30 similar organizations have taken part. Until then, your report shows the raw numbers and says so plainly, the same as it would for anyone else’s report at that stage.

The longer comparison goes through each of these one at a time, including when the other one is the better choice.

What a report looks like

A document your board reads together at a meeting, not a dashboard to log into. It prints cleanly, because that is how boards actually read things. Below is a shortened example of what a board-only assessment produces, with invented numbers, shown exactly the way a real report shows them.

Illustrative example, not a real organization

Riverbend Youth Services

Board self-assessment

Rating, low to highDon’t knowLeft blankAverage

Financial oversight

3.8 of 5

Roles and boundaries

2.9 of 5

Factual items

Counted, not averaged. Each is a fact the board reported about itself, not an impression.

YesNoDon’t knowSkipped

The organization has a current written strategic plan.

6 of 8 board members said yes, 1 said no, 1 did not know.

Add staff and community when you’re ready

Start with the board. Add the rest when you’re ready. Two more groups, each optional, and each can be added at any time, even to an assessment that is already running.

Staff

Whether people understand their role, whether leadership communicates clearly, opportunities to grow, whether the workplace feels supportive, and whether staff expect to still be there in a year.

Donors, volunteers, and the people you serve

How well they understand what you do, how appreciated they feel, how confident they are in the organization, and how likely they are to stay involved. Donors, volunteers, and program participants each answer a shared core plus a few questions specific to how they are connected to you.

Add either group, and the report gains something a board-only assessment cannot show on its own: the places where the board feels sure of something that people outside the boardroom do not feel at all. Those gaps are not failures. They are the honest starting point for the next conversation, and most boards never get to see them. If your organization has a chief executive, their view is shown alongside the board’s too, because where the two differ is worth talking about as well.

A board that sees a gap like this usually does something ordinary with it: they talk about it at the next meeting, and they try something. Next year, if you ask the same questions again, the assessment shows whether that work actually moved anything. That is the whole point of the wording never changing.

Same illustrative organization, with community feedback added

Where the board and the community see it differently

Board: “The board communicates our impact clearly to the people we serve and support.”
Community: “I understand the difference this organization makes.”

Board 4.4 of 5

Community 2.6 of 5

Gap +1.8

Board

Community

Why everyone answers the same questions

The questions here are carefully worded, and once published, the wording never changes. That is a promise, not a limitation. Improvement is something you compare over time. If you ask the same questions next year, you can see whether the work you did in between actually changed anything. Change the wording, and that thread is cut.

Shared wording also means you are not alone with your numbers. Once enough similar organizations have taken part, you can see how boards like yours, by budget and focus area, answered the same questions. A 3.4 means a lot more once you know what is typical.

Plenty still fits your organization specifically. You can add a handful of your own questions, private to your report and never compared with anyone else’s. You choose who to hear from, which optional topics to include (things like committee effectiveness, equity practice, or preparing for a leadership transition), and when each survey closes.

Nobody can trace an answer back to a person

That isn’t a policy we are promising to follow. It is how the data is stored. A response carries no name, no email, no login, nothing that could be matched against who was invited or when they answered. We built it so that even we couldn’t undo the anonymity if someone asked us to. A section of the report only appears once enough people have answered it to protect that anonymity. Below that, the report says plainly that it is withholding the section rather than showing a thin one.

Free board assessment questions

Nothing here is hidden behind a signup. These are the real questions, word for word, grouped by topic. Tap one to read it.

70 questions, about 8 minutes.

Read all three questionnaires in full. Every question, one page per group, with a note on what each section measures.

Questions people ask

Is it really free?

Yes. There is no premium tier, no per-seat pricing, and nothing waiting to be unlocked later. It is built and paid for by Upspire Studio, a small team that makes software for the nonprofit sector.

How long does it take?

Setup takes about ten minutes. Each board member spends about eight minutes answering the survey. The report is ready as soon as the survey closes, on whatever timeline you choose.

Are answers really anonymous?

Yes. A response carries no name, no email, no login, nothing that could be matched against who was invited or when they answered. The report only shows totals, and a section is withheld entirely if too few people answered it.

Do we have to survey our staff and community?

No. A board-only assessment is complete on its own. Staff and community feedback is there when you are ready for it, and you can add either one to an assessment that is already running.

How is this different from BoardSource?

BoardSource's tool is well regarded. It also costs $975, or $549 to $749 with memberships or bulk pricing, and produces a PDF report with no analysis included. This tool is free, anonymous by design, and adds staff and community feedback when you want it.

Who sees the report?

Whoever you share the report link with, typically your board, at a meeting. That link only shows the report. It cannot see the roster, any respondent's identity, or the other links tied to your assessment.

Know someone who serves on a board?

Every report compares a board’s answers with organizations like it, and those comparisons unlock and sharpen as more organizations take part. Passing this along to a friend or colleague who serves on a board or leads a nonprofit genuinely helps. Their assessment strengthens the benchmark for everyone, including you. It is free for them too, permanently.

Setup takes about ten minutes. The looking honestly part is up to you.

Set up an assessment