Another option is an interview based assessment.

‘The Trustee Board of the Compass Group Pension Plan invited EquityCulture Ltd to undertake an interview-based evaluation.  The interviews were conducted with all Board members and this was extended to include key external contributors and partners, at a time of transition for the Plan when the administration of the Plan was in the process of being out-sourced and a new Pensions Manager had been very recently appointed. As Chairman, I was keen to capture all the views and input from the Board and others via an independent organisation, and EquityCulture was able to do this for us. The process was handled with sensitivity and tact by the interviewing team.  They were able to provide the Trustees with a comprehensive report, and a series of highly practical suggested “action points” for us to consider.’      Philip Whittome, Chairman, Compass Pension Board

These provide an opportunity for you to review a smaller number of Board activities and behaviours in greater depth, whilst still allowing for some wider-ranging discussions.   To discuss this, please contact us.

Key Advantages

Interviews give us the best opportunity to really understand the dynamics of your Board, forge relationships with each Board member and focus on the often highly specific areas you want to cover.

How Does this Approach Work in Practice?

We will meet with all your Board members (and any other colleagues or contributors you wish to include) and conduct a series of in-depth interviews.  There will be two team members from EquityCulture present at all the meetings and this small team will be responsible for your project from start to finish.  We will meet with your Board members individually.  The discussions will be focused on specially prepared questions agreed with you at the outset, and all Board members will be fully briefed in advance, by us, so they can prepare for the meetings in good time.

What Happens Next?

• We prepare a detailed draft report which will be discussed with you.
• A final report is submitted to the Chair. This comprises:  a brief Executive Summary; the detailed report we have produced; all our recommendations.  The Chair will then share this with the Board.
• We are always very happy to meet with you again, and if you wish, to attend a subsequent Board meeting to present and discuss the report.
• We are happy to draft or suggest appropriate wording on the evaluation for your subsequent Report and Accounts.

Contact us now to take this forward.