We use cookies to help us provide you with the best experience, improve and tailor our services, and carry out our marketing activities. For more information, including how to manage your cookie settings, see our privacy notice.


Skip to content. | Skip to navigation

As we prepare to move content to our new website this summer, we're temporarily turning off authentication on and To ensure members can still access everything they need, member content will be available to all users until the end of July. Please note: changes made to your profile won't be reflected in our system.

We're no longer updating our Studyzone courses. They'll stay online until replaced with new help and guidance. If you have any questions or need access to a course, please contact us.

The board appraisal tool kit: self assessment for chairs and trustees

This page is free to all
Is your board of trustees having problems? Are you struggling to identify, understand or resolve them? If so, this self-assessment tool is for you. It will help you diagnose the problems of your board and give you training to tackle them without any outside help.

Watch this first!

The board appraisal tool kit - how does it work?

Now, preview the contents of the toolkit

1. Self-assessment grid sample

Preview the self-assessment grid (PDF, 161kb).

2. Training video sample: energy

Further resources

Upon purchase of this course you can download:

  • the self-assessment grid that helps you identify where you and your board are struggling
  • helpful hints guidance
  • a policies, processes and development opportunities checklist.

Got a question?

About your trainers

Ruth Lesirge

Ruth is a senior visiting fellow at Cass Business School's Centre for Charity Effectiveness, where she heads the governance practice consultancy. An experienced voluntary sector leader and trustee, she has served as the chief executive of both a UK front-line elder care and residential services organisation and a national policy and research foundation. She has over 35 years' experience of working with public and third sector organisations, including Help the Hospices, Citizens Advice, Macmillan Cancer Care, Victim Support and British Red Cross.

Ros Oakley

Ros is executive director of the Association of Chairs, and was formerly chair of Charities Evaluation Services. She is also an associate of the governance practice at Cass Business School's Centre for Charity Effectiveness, and a visiting fellow at London South Bank University. Ros has wide ranging experience working in and with the voluntary sector with experience in public policy, governance, strategy and  fundraising. She has a particular  interest in effectiveness and sustainability.

Need more help?

If you need bespoke advice on any governance issues you are struggling with in your organisation get in touch with us via:

Page last edited Jan 25, 2021

Help us to improve this page – give us feedback.

Face-to-face training

We also run a range of classroom based courses on a variety of topics throughout the year.

See our events listing for dates.