tiktok³ÉÈ˰æ

Board Self Evaluation Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Board Self Evaluation

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Board Self Evaluation Template

Need a Board Self Evaluation Template for our newly listed fintech company that focuses heavily on ESG metrics and technological innovation, with specific sections for evaluating our board's digital transformation expertise and sustainability oversight capabilities.

Document background
The Board Self Evaluation Template is a crucial governance tool used by organizations to conduct systematic assessments of board performance and effectiveness. Aligned with English and Welsh legal requirements, particularly the UK Corporate Governance Code and Companies Act 2006, this document enables boards to evaluate their collective performance, individual director contributions, and governance processes. The template typically includes assessment criteria for board composition, strategic oversight, risk management, and operational effectiveness, helping organizations maintain high standards of corporate governance and comply with regulatory requirements.
Suggested Sections

1. Introduction: Purpose and scope of the evaluation, including methodology and timeline

2. Board Composition: Assessment of board size, diversity, skills mix, independence, and succession planning

3. Board Operations: Evaluation of meeting effectiveness, information flow, and decision-making processes

4. Strategic Oversight: Assessment of board's role in strategy development, monitoring, and implementation

5. Risk Management: Evaluation of risk oversight, internal controls, and compliance monitoring

Optional Sections

1. Committee Effectiveness: Evaluation of board committees - recommended for organizations with formal committee structures

2. Stakeholder Engagement: Assessment of stakeholder relationships and communication - particularly relevant for listed companies

3. ESG Oversight: Evaluation of environmental, social, and governance oversight - for organizations with ESG commitments

4. Financial Oversight: Assessment of financial governance and reporting - particularly relevant for regulated entities

Suggested Schedules

1. Individual Director Assessment Form: Template for evaluating individual director performance and contribution

2. Board Skills Matrix: Assessment template comparing current board skills against required competencies

3. Action Plan Template: Format for documenting improvement actions, timelines, and responsibilities

4. Previous Year Comparison Template: Framework for tracking progress against previous evaluation findings

5. Governance Compliance Checklist: Checklist ensuring compliance with relevant governance codes and regulations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions





























Clauses

























Industries

Companies Act 2006: Primary legislation governing company law in England and Wales, including directors' duties (Sections 171-177), board responsibilities, governance requirements, and disclosure obligations

UK Corporate Governance Code 2018: Key governance framework covering board effectiveness principles, leadership and purpose, division of responsibilities, composition, succession, evaluation, audit, risk, and internal control

FCA Listing Rules: Regulatory requirements for listed companies, including specific corporate governance reporting requirements

Financial Services and Markets Act 2000: Legislation relevant for organizations in the financial services sector, governing regulatory framework and board oversight requirements

Charity Commission Requirements: Specific governance requirements for charitable entities, including compliance with the Charity Governance Code

Modern Slavery Act 2015: Legislation requiring board oversight of supply chain issues and modern slavery prevention measures

Equality Act 2010: Legal framework governing board diversity considerations and non-discrimination requirements in organizational governance

Wates Corporate Governance Principles: Specific governance principles designed for large private companies

QCA Corporate Governance Code: Governance guidelines specifically tailored for small and mid-sized quoted companies

IoD Guidance: Best practice guidelines from the Institute of Directors for board governance and evaluation

FRC Guidance: Financial Reporting Council's guidelines on corporate governance and board effectiveness

ICSA Guidelines: The Governance Institute's professional guidance on board evaluation and corporate governance practices

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Maintenance Employee Evaluation

A template for evaluating maintenance employees' performance, compliant with English and Welsh employment law.

find out more

Executive Performance Evaluation

A template for executive performance evaluation compliant with English and Welsh law, providing a structured framework for leadership assessment.

find out more

Hourly Performance Review

A legally compliant template for conducting hourly employee performance reviews under English and Welsh law.

find out more

Narrative Performance Review

A legally compliant template for conducting employee performance reviews in England and Wales.

find out more

60 Day Performance Review

A legally compliant 60-day employee performance review template for use in England and Wales.

find out more

Real Estate Performance Review

A standardized template for evaluating real estate asset performance under English and Welsh law.

find out more

Vendor Performance Evaluation

A standardized template under English and Welsh law for evaluating and monitoring vendor performance against defined criteria and KPIs.

find out more

Board Self Evaluation

A governance document under English and Welsh law designed to facilitate board performance assessment and effectiveness review.

find out more

Performance Appraisal

A legally compliant template for conducting employee performance reviews in England and Wales.

find out more

Senior Management Review

A performance review template for senior managers, compliant with English and Welsh law, facilitating structured evaluation and objective setting.

find out more

Accountant Performance Review

A standardized template for conducting accountant performance reviews, compliant with English and Welsh law and professional standards.

find out more

Healthcare Performance Review

A standardized template for healthcare professional performance reviews in England and Wales, compliant with NHS and CQC requirements.

find out more

General Manager Performance Review

A legally compliant template for conducting General Manager performance reviews under English and Welsh law.

find out more

Chef Performance Review

A legally-compliant template for evaluating chef performance under English and Welsh law, focusing on culinary skills and food safety standards.

find out more

Warehouse Employee Performance Review

A legally compliant warehouse employee performance review template for use in England and Wales, designed to evaluate warehouse workers' performance effectively.

find out more

Values Based Performance Review

A legally compliant template under English and Welsh law for conducting value-aligned employee performance reviews.

find out more

Upward Evaluation

A legally compliant template for upward evaluation of managers under English and Welsh law, enabling structured feedback from employees to their supervisors.

find out more

Talent Evaluation

A legal framework for standardized talent assessment under English and Welsh law, ensuring compliant and fair evaluation procedures.

find out more

Senior Executive Performance Review

A legally-compliant template for conducting senior executive performance reviews under English and Welsh law.

find out more

Recruiter Performance Review

A legally compliant template for conducting recruiter performance reviews under English and Welsh law.

find out more

Qualitative Performance Review

A standardized template for conducting employee performance evaluations under English and Welsh law.

find out more

Project Manager Performance Review

A legally compliant project manager performance review template for use in England and Wales, designed to evaluate project delivery and management capabilities.

find out more

Probation Review

A standardized template for conducting employee probation reviews under English and Welsh employment law.

find out more

Performance Improvement Plan Review

A template for reviewing employee performance improvement progress under English and Welsh law.

find out more

Performance Appraisal And Development Plan

An English and Welsh law-compliant template for conducting employee performance reviews and setting development goals.

find out more

Peer Evaluation

An English and Welsh law-compliant template for conducting structured peer-to-peer evaluations within organizations.

find out more

Mid Probation Review

A template for conducting mid-probation performance reviews under English and Welsh employment law.

find out more

Leadership Performance Review

A standardized template for evaluating leadership performance, compliant with English and Welsh employment law and best practices.

find out more

Interim Performance Review

A legally compliant template for interim employee performance reviews under English and Welsh law.

find out more

Engineer Performance Review

A legally compliant engineer performance review template for use in England and Wales, designed to evaluate technical and professional competencies.

find out more

Customer Service Appraisal

A standardized template for evaluating customer service staff performance, compliant with England and Wales employment legislation.

find out more

Competency Based Performance Review

A legally compliant template for conducting competency-based performance reviews under English and Welsh law.

find out more

Coach Performance Review

A legally compliant coach performance review template for use in England and Wales, enabling structured evaluation of coaching staff and development planning.

find out more

Cleaner Performance Appraisal

A UK-compliant template for conducting performance appraisals of cleaning staff, aligned with English and Welsh employment law.

find out more

Apprentice Performance Review

A template for conducting apprentice performance reviews, compliant with England and Wales apprenticeship regulations.

find out more

Annual Review Report

A template for annual company performance reviews compliant with English and Welsh law requirements.

find out more

Annual Management Review

A structured template for annual management reviews compliant with English and Welsh law, facilitating comprehensive organizational performance evaluation.

find out more

Agency Performance Review

An England and Wales law-compliant template for structured evaluation of agency performance and service delivery.

find out more

Account Management Review

A standardized template under English and Welsh law for evaluating and documenting client account performance and relationships.

find out more

Vendor Appraisal Form

find out more

Year End Appraisal

find out more

Temporary Employee Evaluation Form

find out more

Team Self Evaluation Form

find out more

Team Performance Evaluation Form

find out more

Store Manager Evaluation Form

find out more

Staff Performance Appraisal

find out more

Service Technician Performance Evaluation Form

find out more

Short Service Employee Evaluation Form

find out more

Self Evaluation Form For Chef

find out more

Self Assessment Report Of An Employee

find out more

Probation Evaluation Report

find out more

Performance Evaluation Report Of Employee

find out more

Performance Evaluation Form For Sales Representative

find out more

Performance Development Review Form

find out more

Performance Appraisal Project Report

find out more

Performance Appraisal Form For Customer Service

find out more

Performance Appraisal Form For Accountant

find out more

Performance Appraisal For Probationary Employees

find out more

Online Employee Evaluation Form

find out more

Leadership Performance Appraisal Form

find out more

Front Desk Evaluation Form

find out more

Employee Performance Evaluation Policy

find out more

Employee Manager Evaluation Form

find out more

Employee Evaluation Report

find out more

Employee Annual Evaluation

find out more

Board Performance Evaluation Report

find out more

Annual Review Document

find out more

Appraisal Self Assessment Form

find out more

Accounting Employee Evaluation Form

find out more

90 Day Probation Review Form

find out more

90 Day Performance Evaluation

A UK-law compliant template for evaluating employee performance during their first 90 days of employment.

find out more

Employee Work Evaluation Form

A legally compliant document used in England and Wales for formal employee performance assessment and documentation.

find out more

Supplier Performance Evaluation Form

A standardized document under English and Welsh law used to evaluate and record supplier performance against established criteria and KPIs.

find out more

Nonprofit Performance Review

A legally-compliant performance review template for nonprofit organizations in England and Wales, designed to evaluate employee effectiveness in achieving charitable objectives.

find out more

Self Evaluation Form

A legally compliant document under English and Welsh law for individuals to assess their own performance and development needs.

find out more

Performance Plan & Evaluation Form

A legally compliant document under English and Welsh law for setting performance objectives and evaluating employee achievement against established criteria.

find out more

Performance Evaluation Plan

A legally compliant framework under English and Welsh law for conducting employee performance evaluations and assessments.

find out more

Employee Appraisal Policy

A policy document outlining employee performance evaluation procedures, compliant with England and Wales employment law.

find out more

Work Performance Review

A legally compliant template for conducting employee performance reviews under English and Welsh law.

find out more

Employee Peer Review Form

A legally compliant peer review form for employee evaluation in England and Wales, enabling structured colleague-to-colleague feedback.

find out more

Performance Appraisal Evaluation Form

A legally compliant document used in England and Wales for evaluating employee performance and development needs.

find out more

6 Month Performance Review

A legally compliant six-month performance review template for use under English and Welsh law, designed to evaluate employee performance and set objectives.

find out more

Kitchen Employee Evaluation Form

A standardized form for evaluating kitchen staff performance and compliance with food safety standards under English and Welsh law.

find out more

Executive Performance Review

An English and Welsh law-compliant template for conducting and documenting executive performance evaluations.

find out more

Board Performance Evaluation

A standardized framework for evaluating board performance and effectiveness under English and Welsh law.

find out more

One On One Performance Review

A legally compliant template for conducting one-on-one performance reviews under English and Welsh law.

find out more

Peer Performance Review

A standardized template for peer-to-peer performance evaluations, compliant with English and Welsh employment law.

find out more

Project Performance Evaluation

A standardized template under English and Welsh law for evaluating project performance and outcomes against set criteria.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.