Board Performance Reviews: Advanced

Board Performance Reviews, also known as board evaluations, are a critical tool for organisations to ensure continuous improvement in governance and board-level decision making.  If performed effectively, they foster accountability, enhance decision making and help organisations align strategic objectives.

This training course supports those with Board Performance Review experience who are either looking to develop their skills as an internal board reviewer or to begin conducting external reviews as a consultant.  It will use practical examples and peer-to-peer learning to help delegates maximise the strategic value of board reviews, help to solve common challenges through peer-to-peer learning and will offer a certificate to demonstrate knowledge.  

Participant Profile

This course assumes experience of working with a board and an understanding of the principles of an effective board.  Those with no or limited prior experience of board reviews should consider completing the Introduction to Board Performance Reviews training course.  This course is ideal for:

• Internal board reviewers: Experienced Company Secretary, Governance Professional or other professional who wants to improve the strategic value of their board reviews and may want to deliver board reviews as a consultant in the future. Will have significant board interaction experience.
• External board reviewers: Consultants with limited or no experience as an external board reviewer or evaluator who want to add it as a revenue stream. Could be members or non-members of CGI, UK and international. Will have had experience of conducting internal Board Performance Reviews.

This board performance review training course is relevant to all sectors, including listed and private companies, charities, the public sector or the NHS.

Learning outcomes

By the end of this course, delegates will be able to:

1. Describe how reviews can be designed to provide valuable strategic insights, including common pitfalls, challenges and solutions
2. Consider how to engage with key stakeholders throughout the process, including common challenges and approaches
3. Describe the different evaluation methods, the principles behind each method and the appropriate context for using each method
4. Explain data analysis methods for board review and the value of different types of data in conducting an effective review
5. Outline how an effective board review should be followed up, including common challenges and opportunities

You will also receive:

• A delegate pack containing comprehensive course notes and presentation slides
• A certificate to show you have attended the course
• 6 hours credit towards your Continuing Professional Development (CPD)
• 6 months complimentary professional subscription of The Chartered Governance Institute UK & Ireland. This includes a subscription to G+C Magazine as well as access to briefings, discounts and our knowledge base.

People who take this course often go on to book:

• Directors and their duties 
• Risk management fundamentals 
• Advanced Minute Taking 
• Essential Corporate Governance  

Useful CGI Resources:

• Board Performance Review hub 
• CGI Directory of accredited Board Performance Reviewers 

A wealth of further information and guidance on Company Secretarial practices can be found on our website.  

Competency framework:

This course aligns to CGI’s competency framework: Emerging/Experienced
Use the competency framework to identify your strengths and areas for improvement in governance.