Some board or team evaluation principles or ‘ground rules’.

  • Board evaluation (or team evaluation) is about improvement, not judgement. The aim of the process is to identify areas for improvement in the individual team members, in the way the team operates (formally and informally) and in the organisation as a whole. For the process to be trusted it can never be used as a means or mechanism to remove people or to serve any other agenda except the continual improvement of individuals, teams and companies.


  • The process of board or team evaluation is confidential. Personal feedback and results are generally not disclosed, unless for very good reasons, and always with permission. The confidentiality of the process is ensured to protect the integrity of the diagnosis. This is one of the reasons why an externally facilitate board evaluation process (when well facilitated) is generally more robust and accurate than an internal one – especially when there are critical issues that need to be uncovered and addressed. Reporting of organisational and board (or team) results is generally provided to the group, personal feedback and evaluation outcomes is provided to each individual directly.


  • The process of board or team evaluation is firstly best described as simply ‘holding up a mirror’. Because the evaluation process consists of all team members individually completing a number of diagnostics related to the objectives of the evaluation process the presentation of any outcomes or feedback is a reflection of what has been said. It is only when this has been tested that a process of analysis or diagnosis can be effective. This diagnosis is performed in a workshop context to examine the reasons underlying the diagnosis so that any decisions and actions that follow are effective.


  • A board or team evaluation is never to be completed to simply ‘tick a box’. The process itself in one that requires openness and sensitivity – the effectiveness of the process will be neutralised if the perception is that a team is simply doing it to get it out of the way. Any evaluation embarked upon with the wrong intent or a perception of ‘another agenda’ will damage the integrity of any future endeavour to evaluate accurately.