Board - Skills Assessment Matrix Template

Using a Board Skills Assessment Matrix can assist in accurately depicting each director’s, as well as the board’s overall strengths when it comes to skills, expertise and experience.  By using the matrix, board members can identify and isolate which specific skills and expertise new board members should possess. This is a simple, but effective process. 

You can use the matrix template, available for download, to design your own tool (please click here for a customizable Board Skills Assessment Matrix Template). The matrix should match your organization’s strategic plan and the competencies and functional expertise that your board will need for the next 2 - 3 years. 

Each board member completes a skills assessment matrix. The chair of the governance committee or board chair ensures the matrix accurately reflects each director’s skills, expertise and experience.  Next, you input everyone’s individual assessments into the master matrix tool and in turn are able to get a very good overview of where the board is strong, as well as the gaps, and skills you can target when recruiting new members. 

This tool should greatly assist as you recruit new board members or develop training and education for your board.