Annual board effectiveness review
When to use: once a year, ideally led by an independent facilitator. How to use: give AI your board structure and last year's themes — get a review framework that surfaces real feedback.
When to use this prompt
Reach for this prompt when you need to when to use: once a year, ideally led by an independent facilitator. How to use: give AI your board structure and last year's themes — get a review framework that surfaces real feedback. It's designed for Chair of Trustees. Typically used within Governance work.
Draft with AI, then have a colleague verify facts and tone before use.
How to use it
- 1
Gather your inputs
Have your local context, audience and goal to hand. - 2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out. - 3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone or context. - 4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.
Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.
Prompt template
Design an annual board effectiveness review for our association. Board size: {SIZE}. Structure: (1) individual reflection questions (10, anonymous), (2) group discussion prompts (6), (3) chair 1:1 questions (5), (4) how findings will be reported (aggregate only, no names), (5) how actions will be agreed. Cover: strategy, safeguarding scrutiny, financial oversight, EDI, chair effectiveness. Warm, honest, non-defensive.Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
Worked example
Board size: 9 trustees
What good output looks like
A three-part board review framework with anonymised aggregate reporting.
Why this prompt works
Builds a real, safe review process rather than a tick-box survey.
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