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.
Custom quotes
You can customise your survey by adding a section with your own questions. The evaluation survey will then consist of both the existing survey and your own custom quotes. Note that the custom section will be presented separately in the report and will not be included in the summary with the other sections.
To add your questions to the survey, go to Add custom section. Start by adding a section title. You can then add your questions. Select between scale questions and open questions. You can add up to 10 scale questions and up to 3 open questions. For both question types, you can select if you want each question to be required.
You can continue to edit and change your custom questions any time before sending out the survey.
Survey preview
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.
Survey status
You can see the status of responses under Survey status. As the survey is anonymous, you can only see the number of answers.
Send reminders
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.