What happens when you purchase an assessment?

The eight-step timeline below outlines the assessment process, providing you with a better understanding of what to expect.

An effective assessment process is timed in accordance with organizational and board member readiness, is designed with your organization’s information needs in mind, is hassle-free and done online, is housed within a reliable and secure collection platform, preserves a respondents’ anonymity, and sets the stage for a meaningful data discussion and action planning.

Getting Started


Purchase Assessment


You purchase an assessment product.

Online or by calling 202-349-2583.


We send you a purchase receipt with an Assessment Intake Form.

On same date as purchase. Assessment expires 1 year after purchase.


You fill out Assessment Intake Form.

Depending on you and your timeline.

Confirmation Email


BoardSource sends you a confirmation email.

Within 3-5 business days.

Completing the Assessment


Client Comfirmation


You confirm the
assessment specifications.

Depending on you and your timeline.

Survey Launched


BoardSource launches the survey and
sends each participant an email.

Based on confirmation of survey details and the agreed-upon timeline.

Survey Closed


BoardSource closes the survey.

Can be extended at your discretion – two weeks recommended.

Data Report


BoardSource sends data report(s) to your facilitator.

Within 3-5 business days.