3 Year Board Appraisal Package Deal

3 Year Board Appraisal Package Deal

Remember:

• 15% discount on board appraisals for active IoDSA Corporate membership • 20% discount on board appraisals for NPOs• 50% discount on board appraisals for charitable NPOs

Website: http://www.iodsa.co.za/?page=BAS

bas@iodsa.co.za 011 035 3000 Talk to us for your customised 3 year board appraisal package deal.

• Conduct a full comprehensive board evaluation with interviews thereby ensuring an in-depth look into the current performance of the board.• Action plan workshop to assist you with developing an action plan based on the appraisal results.

• Basic evaluation via online questionnaires (only) which will be tailored (where possible) to evaluate the status of action areas identified in the previous year thereby ensuring the board is evaluating its progress on those areas that required attention.

AND/OR

• Action plan review workshop to work through action items and current status.• The purpose of this year is to evaluate the performance di�erences from Year 1 (if a basic appraisal is done) as well as assess the status/progress with regards to the action plan formulated in order to determine the way forward.

• Conduct a full comprehensive appraisal (i.e. with inter views) to close the loop and ensure that the board has in fact addressed those areas requiring attention and has improved performance.

• Note: Should the Board feel that it needs another year to implement the action items following the evaluation in Year 2, a Basic appraisal can be conducted in Year 3 and the comprehensive in Year 4.

Year 3: ComprehensiveYear 1: Comprehensive Year 2: Basic

Principle 9 in the King IV Report™ recommends that a formal performance evaluation of the governing body (i.e. board), its committees, the chairman and individual members (i.e. directors) should be conducted at least every two years. During the alternate years the governing body should ensure that it informally considers, reflects and discusses its performance and that of its committees, chairman and individual members as a whole – taking into account the action plan created from the results of the previous formal appraisal and its status of implementation and possible improvement in performance.

The IoDSA can provide you with a three (3) year package deal to ensure the continuous evaluation, implementation of action plans and improvement in your board performance.

Benefits of signing a 3 year engagement:1. Great cost incentives through discounted and/or standard rates agreed to for the contract term.2. Procurement processes happen once at the beginning of the (three) 3 year period and therefore there are

no time delays in getting started in the subsequent years.3. Allows for a formal independent appraisal process that is confirmed for a continuous period thereby

ensuring the governing body’s oversight over this area and proactive measurement of improvement in performance.

4. The ability to establish a benchmark against your own performance as well as against the average sector performance that can be tracked over time.

5. The IoDSA facilitator’s institutional knowledge grows and hence interpretation of results and interview responses is more targeted.

6. One service provider that understands the organisation and is able to provide complete assistance from appraisal to action plan to assistance with implementation and training.