Board evaluation template

Monitoring performance

Assess how effectively the board monitors organisational performance against strategy, with the right information at the right level.

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How to use this template

Sample monitoring performance questions

Oversight depends on the board seeing the right signals clearly. This template helps the board examine whether the performance information it receives is relevant, balanced and forward-looking enough to hold management to account.

These questions are a sample of the BoardOutlook monitoring performance diagnostic. The complete diagnostic is intended to be used on the BoardOutlook platform.

The board receives performance information that is relevant and at the right level.
Reporting balances financial results with leading, non-financial indicators.
The board holds management accountable for performance against plan.
Performance information is timely enough to support good decisions.
The board distinguishes clearly between monitoring and managing.

Why it matters

Why monitoring performance matters

A board can only oversee what it can see. Reporting that is backward-looking, purely financial or drowning in detail leaves directors monitoring the past rather than steering the future.

Reviewing how the board monitors performance sharpens the information it receives and the questions it asks, so accountability is real rather than ceremonial.