The Board evaluation module can be found in the top menu.
Please reach out to your account manager to add the Board evaluation module to your portal.
Create a new survey
To create a new survey, simply click the top right button Add a new survey or create a new survey by selecting Add a new survey at the Board evaluation home page. You can find your previous surveys here.
Select the name of the survey and the due date for the survey. You can edit these later if needed.
Edit your survey
The survey title, description, and due date can be found on the left-hand side of the screen. To edit the text, simply click the text section you would like to edit.
You can also preview the survey battery before sending it out. Please note that it is not possible to edit the survey questions. The board survey covers five core areas addressing the key responsibilities of the board as well as best practices in terms of processes and leadership. It consists of five chapters and about 50 quotes as well as areas to add comments.
Send the survey
Click the top right Send survey button to select recipients. You can select to send out an invitation via email and/ or SMS.
You can at any time add recipients to an existing survey. Under Invited respondents, click + Add respondent.
You can see the status of responses under Survey status. As the survey is anonymous, you can only see the number of answers.
You have the option to send out reminders to late respondents. This is set up by default and late responders will receive a reminder to fill out the survey before the due date. To deactivate automatic reminders, click the Send reminders to late responders button.