Externally Facilitated

Externally facilitated board evaluation

Year three plugs into the account you already have — one continuous record from internal years through external facilitation.

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The three-year evaluation cycle

Three-year cycle, one continuous record.

One Boardforms account and one historical dataset, from the first internal review to the external year.

  1. Company administered

    The record begins

    Your team runs the evaluation; results land in your account.

  2. Company administered

    Trends take shape

    A second internal cycle adds year-on-year trends to the same dataset.

Clean hand-back

External access is removed — the full history stays with the company.

Company retains control

One account and one historical record always remain with the company.

Year 3 options

Questionnaire-only administration or questionnaire plus external interviewer.

CoSec toolkit

Composition analysis, data feeds and other tools continue throughout the cycle.

Clean hand-back

External access is removed once the review is complete.

Year 3 delivery options

Both routes run in your existing Boardforms account — from £4,000 + VAT for questionnaire-based facilitation.

Delivered by Boardforms

Questionnaire-only

Not included: interview, board meeting attendance

  • Question set up and consultation
  • Survey distribution
  • Final report distribution

£4,000

per evaluation year + VAT

Externally facilitated through partners

Questionnaire + interviews

  • Question set up and consultation
  • Conduct interviews
  • Final report distribution
  • Survey distribution
  • Board meeting attendance

Partner-led

Experienced practitioners use Boardforms to deliver assessments — the judgement of a seasoned evaluator, combined with the structure, security and board-pack-ready reporting of Boardforms. If you later move to a self-administered evaluation, your historical data remains intact.

Running years one and two yourself? Self-administered evaluation from £2,000 per entity per year. Read more in our article on rethinking the external evaluation year.

Externally facilitated — in the account you already own.

Book a demo to walk through questionnaire-based and interview-led options from £4,000 + VAT. Your prior years' scores, comments and actions stay in place; external access is permission-based and scoped to the review.