Build Better Boards

04 | Nuts & Bolts, A Practical Guide to Effective Board Assessments

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In this episode of Build Better Boards, hosts Richard Fagerlin and Dr. Keri Jacobs share a step-by-step guide to running effective board assessments, avoiding pitfalls, and driving real value.

  • Step One: Agree to Assess – Why alignment is critical before starting.
  • Facilitators Matter – Internal vs. external facilitators: Which is right for your board?
  • Timing is Everything – Avoid distractions and pick the right moment for your assessment.
  • Frameworks Drive Focus – Build assessments that align with your board’s purpose.
  • Use Data Wisely – Insights should guide improvement, not create division.

    • Follow Build Better Boards on LinkedIn for updates and join the conversation. Find show notes and transcripts at buildbetterboards.com/podcast.

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