The Board Evaluation module is accessible from the top menu. If you need this module added to your portal, please contact your account manager.
- Click the "Add a New Survey" button at the top right, or navigate to the Board Evaluation home page and select "Add a New Survey" there. You can also view previous surveys in this section.
Enter the survey name and due date. These details can be edited later if necessary.
In the Introduction area, you can edit the survey title, description, and due date by hovering over and clicking the text section. Changes are autosaved automatically.
To view the survey as recipients will see it, click "Preview."
You can tailor your survey by adding custom sections with your own questions or by removing questions from the survey that are not relevant to your organisation. The Select role area, along with any associated questions in each category, can also be removed to better align the survey with your governance needs.
Add New Sections
Select "+ Add New Section" to incorporate your own questions into the survey. The evaluation survey will include both the existing survey content and your custom entries.
Note: The custom section appears separately in the report and will not be included in the summary with other sections or in the year-over-year summary.
Design Your Section
Start by adding a section title, then add your questions. You can choose between scale questions and open questions.
You can add up to 10 scale questions and 3 open questions. For each, decide if you want them to be required.
Ongoing Edits
You can continue to edit and change your custom questions any time before sending out the survey.
Click on Select role in the left-side menu and hover over the question. The question will become green and a Hide button will appear. Click Hide to hide the question in this section. This section will not be visible to the recipients.
You can hide scale and open questions from all areas in the survey. Each area has to have a minimum of one scale question remaining. Select one question at a time, hover over and select Hide. Hidden questions will be shown as grey with a hidden eye icon when the survey is in draft mode.
The remaining questions will be indexed automatically.
To unhide a question, hover over and click Show. The question will become visible again for recipients. Go to Preview to see what the survey will look like.
Before sending the survey, select Preview to review how your updated survey will appear to recipients. If you have hidden the Select role section, a hidden eye icon will be displayed next to this area in draft mode, allowing you to easily identify sections that are not visible to respondents..