Self-assessment provides an opportunity for board and staff members to step back from day-to-day operations and take a comprehensive look at how well the organization and its board are doing. Self-assessment benefits board and staff members, the organization, and the people the organization serves. Information from board and organizational assessment helps to:
- clarify roles and responsibilities
- define criteria for effectiveness and success
- identify and celebrate strengths
- identify areas that need attention and improvement
- measure progress toward existing plans, goals, and objectives
- promote teamwork within and between board and staff
How Our Assessment Surveys Work
| Survey Measurements | Organizational Assessment | Board Assessment |
| Online administration | X | X |
| Completed by board members | X | |
| Completed by staff members | X | |
| Mission, vision, and values | X | X |
| Marketing & public relations | X | X |
| Programs & services | X | |
| Fund development | X | |
| Financial management | X | |
| Operational planning | X | |
| Human resources | X | |
| Volunteer engagement | X | |
| Use of technology | X | |
| Leadership | X | |
| Oversight of programs & services | X | |
| Board participation in fund development | X | |
| Fiscal oversight | X | |
| Strategic planning | X | |
| Risk management | X | |
| Board/staff relationships | X | |
| Board organization & effectiveness | X | |
| Individual board member self-evaluation | X |
The Organizational and Board Assessment Surveys are tallied and average scores are computed for each key area of organizational operation and board responsibility. Based on the average scores, each area measured falls into one of three categories:
- Areas of Strength
- Areas of Competency
- Areas for Planning and Development
The Assessment Report includes a summary of all results and recommendations for achieving outstanding performance. The recommendations become the basis for creating a plan to improve organizational and board performance.
JFF Case Study
Read this case study to learn more about how we work with board and organizational assessment. 
What Our Clients Say
The San Diego Council was so pleased to meet and work with Jill and JFFixler & Associates. Jill was able to define and streamline our strategic planning process in two short board retreats. Our board had just previously spent over a year working with two different moderators on the strategic plan with very little progress. Jill helped us recognize and define our critical issues, streamline the process, and help our board and staff recognize our role within our national organization. Now, our board and staff work together using the work plans developed in the strategic plan!
Rebecca M. Reid
Board President
Hostelling International USA
San Diego Council
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The organizational and board assessment process was invaluable to our organization. It helped us clarify key operational activities and board responsibilities on which we could focus, and resulted in an increased understanding of roles and responsibilities and improved organizational and board performance.
Sue Schaffner
Executive Director
Hostelling International USA San Diego Council
