Overview
This training course supports professionals with little or no prior experience of Board Performance Reviews who are planning to procure, facilitate or conduct a review.
Through practical and interactive sessions using real-life case studies, the course will provide the know-how and tools to achieve buy-in from key stakeholders, plan and scope a board review, engage a suitable board reviewer, facilitate the board review and to use the recommendations to foster continuous improvement. Those with significant experience of board reviews should consider completing the Role of a Board Reviewer: Advanced training course.
For any related enquiries please contact us at training@cgi.org.uk, or call us at +44 (0)20 7580 4741
Who is this course for:
Company Secretaries, Governance Professionals, and other professionals with little or no experience in facilitating, procuring or conducting board performance reviews:
- You could be responsible for, or part of a team responsible for, conducting or facilitating an internal board review.
- You could have been given responsibility for board review procurement or are considering procuring a board review.
- You could be assessing your current processes and looking for ways to improve.
This board performance review training course is relevant to all sectors, including listed and private companies, charities, the public sectorsector, and the NHS.
Learning outcomes
By the end of this course, delegates will be able to:
- Explain the context behind Board Performance Reviews, including relevant guidance and codes, and how board reviews are used in different sectors
- Explain the value of a board performance review
- Describe the principles which underpin the planning of a Board Performance Review
- Explain how key stakeholders should be engaged with throughout the board evaluation process
- Explain the process of procuring an external board review
- Understand and prepare for surprise outcomes and risks
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:
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 in our Resources.
Competency framework
This course aligns to CGI’s competency framework: Entry/Emerging
Use the competency framework to identify your strengths and areas for improvement in governance.
Programme
- Evolution of the Board Performance Review: how did we get here?
- The current state of board performance and what best practice looks like.
- Applying the codes relating to governance and board performance reviews
- What do Board Performance Reviews look like in different sectors?
- The role of a Governance Professional in board evaluation
- Technology and board evaluation
- Understanding and communicating the value of a board evaluation
- Achieving buy-in from key stakeholders
- Defining objectives for the board evaluation
- Determining scope of the board evaluation, including areas to be assessed
- Selecting a board evaluator: process, stakeholders and good practice
- Preparing a tender and evaluating proposals
- Engaging and negotiating with prospective board evaluator
- Supporting the board through the process
- Launch
- Evaluation methods
- Data collection
- Data analysis
- Communicating results
- Preparing and engaging key stakeholders to receive feedback
- Implementing recommendations
- Monitoring progress
- Embedding recommendations and continuous improvement
- Moving from external to internal reviews
- How are board reviews changing
Course Leader
