Overview
Board Performance Reviews are no longer a compliance exercise; they are a critical tool for strengthening leadership, culture, and strategic oversight. As expectations from regulators, investors and stakeholders continue to rise, boards are under increasing pressure to demonstrate effectiveness, challenge and continuous improvement. This course provides a modern and practical applied approach to Board Performance Reviews, enabling participants to deliver reviews that generate insight, build trust, and drive meaningful change rather than box‑ticking outcomes.
What you'll learn
We want to equip governance professionals and board reviewers with the practical expertise, judgement and confidence required to design, conduct and communicate high‑quality Board Performance Reviews across a range of organisational contexts. Through expert tuition, peer discussion and hands‑on exercises, participants will explore what “good” looks like in contemporary board reviews, how expectations differ by sector, and how to adapt reviews to organisational maturity, culture and stakeholder priorities.
This course goes beyond theory to focus on real‑world application—guiding participants through the full review lifecycle from scoping and methodology selection to analysis, reporting, recommendations and follow‑up. By the end of the day, delegates will be well placed to deliver Board Performance Reviews that are credible, proportionate, evidence‑based and genuinely supportive of board effectiveness and long‑term organisational success.
Who is it for?
This course is designed for:
- Governance professionals and company secretaries
- Board reviewers and governance consultants
- In-house governance, risk and compliance specialists
- Chairs, senior leaders and executives involved in board effectiveness
- Those who commission, conduct or support Board Performance Reviews
How much does it cost?
Course Cost (excluding VAT)
Non-Member - £755
Professional Subscriber - £680
Member - £605
*A discount is available for registered charities, please email training@cgi.org.uk
For any related enquiries please contact us at training@cgi.org.uk, or call us at +44 (0)20 7580 4741
Participant Profile
This course assumes that participants have had reasonable experience of working with a board and therefore have a good understanding of the principles of an effective board. It is ideal for:
- Internal board reviewers: Experienced Directors, Company Secretaries, Governance Professionals or other professionals who want to develop their board review skills possibly with a view to delivering board reviews now or as a consultant in the future.
- External board reviewers: Consultants with early-stage experience as an external board reviewer who want to build board reviews up as a professional service that they offer to clients. The course is open to both members or non-members of CGI, UK and international. It is likely that such participants will have had some experience of conducting internal board performance reviews.
This board performance review training course is relevant to all sectors, including but not limited to listed and private companies, charities, the public sector or the NHS.
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:
- Describe how reviews can be designed to provide valuable strategic insights, including common pitfalls, challenges and solutions
- Consider how to engage with key stakeholders throughout the process, including common challenges and approaches
- Describe the different evaluation methods, the principles behind each method and the appropriate context for using each method
- Explain data analysis methods for board review and the value of different types of data in conducting an effective review
- 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.
Testimonials
"All facilitators were extremely knowledgeable and deeply relevant to the course itself. I really enjoyed this course. Also, the level of understanding amongst the attendees was appropriate and great to have diversity of experience."
"Incredible level of knowledge shared by the training providers and very engaging session."
"A very useful and informative course with practical tips to take away and apply. Thank you Victoria!"
"I think the scenario based activities were extremely good and brought the information to life."
"Phil, Neil and Chris were helpful, interesting, informative, generally engaging and articulate. Their expertise and experience really helped illuminate the points being made through the day."
"This was an excellent course, which led to a lot of discussion amongst participants on the subject, thereby making it incredibly engaging and interactive. The openness and sharing of knowledge from all presenters was very much appreciated."
Useful CGI Resources:
A wealth of further information and guidance on Company Secretarial practices can be found in our Resources.
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.
Programme
- Setting and agreeing objectives and scope for board performance review
- Setting the board revew strategy
- Roles and Responsibilities
- Setting and prioritising board review topics in line with objectives
- Using evaluation methods
- What methods to select and why (questionnaires, interviews, board observation etc).
- Generating valuable feedback by designing and using methods effectively.
- Gathering data and analysing results
- Report writing
- Managing stakeholder relationships and conflicts of interest
- Drafting strong recommendations
- Communicating report findings
- What could go right and what could go wrong
- Implementing findings and monitoring progress
- Building your Board Performance Review business
Lintstock and Ceradas are acting as supporting partners to deliver this programme for the benefit of the governance community. The entirety of Lintstock’s and Ceradas’ training fees are donated directly to charity, and as such Lintstock and Ceradas are not deriving any financial benefit from delivering this training.