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

1

You purchase an assessment product.

Online or by calling 202-349-2583.

Participant List and Timeline

2

We send you an email asking for
your participant list & timeline.

Within three business days.

Send Specifications

3

You send BoardSource
your specifications.

Depending on you and your timeline.

Confirmation Email

4

Boardsource sends you a
confirmation email.

Within three business days.


Completing the Assessment


 

Client Comfirmation

5

You confirm the
assessment specifications.

Depending on you and your timeline.

Survey Launched

6

BoardSource launches the survey and
sends each participant an email.

On the same business day as the confirmation.

Survey Closed

7

BoardSource closes the survey.

Can be extended at your discretion – two weeks recommended.

Data Report

8

BoardSource sends data report(s) to your facilitator.

Within three to five days,
13 days for CONNECT.

Additional products available that build on our assessment tools.

  • Assessment
    Product


    Board Self-Assessment


    Chief Executive Assessment


    Peer-to-Peer Assessment 


    Diversity & Inclusion

  • DECK or
    CONNECT



    x


    x


    x

  • Customized
    Report





  • Facilitated
    Retreat



    x


    x


    x

  • Coaching &
    Consulting