AIST & IFS Legal Board Performance Appraisal

Why consider undertaking a Board Performance Appraisal?

Self-appraisal of board performance is a relatively new exercise, whether for listed or unlisted companies, not-for-profit organisations, or for superannuation funds. This is despite the fact that the appraisal of executive and staff performance, and outsourced providers is now widespread.

The AIST/IFS Legal Board Performance Appraisal Program utilises a collective director performance approach, underpinned by a director survey that focuses on the two key aspects to making a board successful in its operation.

  1. Focus on improving processes pertaining to board activities;
  2. Improving the 'people factor' in board deliberations.

Philosophy of the AIST/IFS Legal Program

We believe the most important feature of a board performance appraisal process, whether conducted on an individual or collective basis, is that it should be perceived by participants as a non-confronting, positive exercise aimed at enhancing the board's operation and effectiveness.

The AIST/IFS Legal Board Performance Appraisal Program uses a collective approach to identify process and people issues to be reviewed, analysed and brought back to the board for discussion and action.

The program consists of a three step process:
  1. Survey
  2. Analysis
  3. Report and Presentation

The Chair of the Fund, and subsequently the board are appraised of the objectives of the Board Performance Appraisal process.

The survey is then distributed to all directors and is filled out on a strictly anonymous basis.

Both qualitative and quantitative results from the surveys are then analysed to identify priority issues to be presented to the board.

The package includes a comprehensive report and presentation to the full board regarding areas identified for improvement.

For more information please call AIST on (03) 8677 3800 or  email us.



print this page