Sample Board Performance Matrix

• Date: 01 August 2017
• Published date: 01 August 2017
• DOI: http://doi.org/10.1002/ban.30512

6 Board & Administrator

DOI 10.1002/ban © 2017 Wiley Periodicals, Inc., A Wiley Company • All rights reserved

Resource

Sample Board Performance Matrix

This sample matrix is intended to provide a benchmarking tool for board members to evaluate their level of contribution

in the various aspects of their board responsibilities.

For the sample organization used in this matrix, four key board responsibilities have been identied, and behavioral

statements help clarify the different levels of participation. For many board members who have a competitive spirit to

“be the best,” this spurs enhanced outcomes. ■

Board Member

Function Threshold Participation Full Participation Exceptional Participation

Board/Committee

Meetings

Attend at least 70% of meetings

and actively participate/provide

input

Read/understand all material

provided for meetings

Participate on a board committee

Meet Threshold

expectations

Attend 85% of meetings

Meet Full expectations

Serve as a committee chair or an

officer of the board

Stewardship of Talent

and Treasure (Includes

In-Kind)

Personally make annual

contributions

Leverage gifts/in-kind

contributions

Meet Threshold

expectations

Contribute to and attend at

least one fundraising event

Meet Full expectations

Contribute to and attend more

than one fundraising event

Help identify new sources of

revenue

Provide professional expertise

for the organization operations

Board Development Attend board orientation sessions

Understand and articulate mission,

vision and key service offerings

Provide names of potential board

candidates

Meet Threshold

expectations

Nominate candidate(s)

who can contribute to the

organization

Meet Full expectations

Actively recruit candidate(s)

Mentor new board members

Enhance Organization’s

Public Speaking

Become familiar with programs

and services offered

Clearly articulate the mission,

vision, programs/services,

accomplishments and goals within

one’s own sphere of influence

Meet Threshold

expectations

Speak with others outside

organization about

mission, goals

Meet Full expectations

Actively garner support from

the community

Attend community events/

meetings on behalf of the

organization and promote

organization to others

Used with permission from www.boardsource.org. BoardSource is the premier resource for practical information, tools and training for board members and chief executives of non-

profit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2017. Content may not be reproduced

or used for any purpose other than that which is specifically requested without written permission from BoardSource.