Brand preview: Boardforms
White-label partnerships
Deliver Board Evaluations Under Your Own Brand
Use Boardforms to deliver formal and rigorous Board evaluations as part of your own advisory service. Apply your branding, use your methodology and retain the client relationship, while Boardforms provides the technology.
For governance consultancies, professional advisers, company secretarial firms and other organisations delivering Board-effectiveness services.
Let the Software Handle the Process. You Provide the Advice.
The most valuable part of a Board evaluation is not distributing questionnaires, monitoring completion or collating responses. It is understanding what the evidence means and helping the Board act on it.
Boardforms streamlines the operational and reporting process, leaving you to concentrate on the areas where your expertise adds the most value: interpretation, discussion, recommendations and ongoing advisory support.
Built Around Your Advisory Service
You Lead
- The client relationship
- Your evaluation methodology
- Board and stakeholder discussions
- Interviews and facilitated sessions
- Interpretation of the findings
- Recommendations and follow-on advice
- Annual client discussions
- Review of progress and outcomes
Boardforms Handles
- Branded questionnaires
- Secure survey distribution
- Anonymous response collection
- Completion monitoring and reminders
- Quantitative and qualitative analysis
- Professional, Board-ready reporting
- Secure interview recording
- Automated interview transcription
- Interview-theme analysis
- Annual evaluation rollover
- Year-on-year comparisons
- Multi-year records of findings and progress
Configured Around Your Practice
Boardforms can be configured around the way your organisation already works. It can support an established Board-evaluation service or provide the technology needed to introduce a new one.
- Your Brand
- Configure the evaluation and reports around your organisation’s identity, creating a consistent and professional experience for your clients.
- Your Methodology
- Use your own question sets and evaluation frameworks, adapt the established Boardforms templates or combine elements of both.
- Your Delivery Model
- Administer evaluations directly, allow clients to coordinate parts of the process or ask Boardforms to provide additional delivery support.
- Your Client Relationships
- Boardforms provides the technology behind the evaluation. You remain the client’s adviser and the principal point of contact.
Your Brand on the Report
The evaluation stays rigorous. The colours, mark and presentation follow your firm — so clients experience your advisory brand, not Boardforms.
Click to rebrand the report — and the rest of this page. Same evaluation structure; your firm’s colours.
Showing Boardforms
Questionnaires and Interviews in One Evaluation
Boardforms supports both questionnaire-led and interview-led Board evaluations.
Interviews can be recorded securely within the evaluation, transcribed and analysed to identify recurring themes and important observations. The findings can then be incorporated alongside the questionnaire results within the final reporting.
This allows advisers to retain the depth and personal insight of an interview-led evaluation without relying on separate recording, transcription and analysis tools.
- Record Securely
- Record structured interviews securely as part of the evaluation process, subject to the appropriate participant consent.
- Transcribe Automatically
- Convert each interview into a written transcript, reducing the time involved in producing interview notes manually.
- Identify Key Themes
- Analyse interviews individually or collectively to identify recurring themes, areas of agreement and matters requiring further attention.
- Include Findings in Reporting
- Bring interview evidence together with questionnaire responses to produce a more complete and informed evaluation report.
A Multi-Year View of Board Effectiveness
Boardforms allows each annual evaluation to build on the previous year, creating a continuous record of the Board’s effectiveness and development.
A partner can roll the evaluation forward, launch the next review and quickly assess what has changed. If the results show that the Board is performing well and no further support is needed, the adviser can provide that assurance and return for the next annual cycle.
Where an issue or opportunity emerges, the evidence creates a timely and credible basis for a more detailed conversation with the client.
- Launch Each Year Efficiently
- Roll the previous evaluation forward, update the participants or questions where necessary and begin the next review without rebuilding the process.
- See What Has Changed
- Compare results across evaluation cycles to identify improving areas, recurring concerns and new issues requiring attention.
- Engage at the Right Time
- Use the findings to determine whether the Board would benefit from further support involving strategy, governance, risk, culture, composition or development.
- Demonstrate Progress
- Where the adviser has supported the Board, future evaluations provide evidence of whether that work has delivered a measurable improvement.
From Set-Up to Boardroom
Step 1. Configure
We agree how the service should be branded, structured and delivered, including your questionnaires, interview approach and preferred reporting format.
Step 2. Gather the Evidence
Distribute secure questionnaires, monitor completion and, where appropriate, conduct and record confidential interviews.
Step 3. Analyse and Report
Boardforms collates the questionnaire responses, transcribes the interviews and analyses both sources of evidence for inclusion in the final reporting.
Step 4. Advise
You interpret the findings, discuss them with the Board and provide your recommendations and wider advisory support.
Who Is White-Labelling For?
- Governance Consultancies
- Add a consistent technology and reporting layer to existing Board advisory and effectiveness services.
- Professional Advisers
- Introduce Board evaluation alongside wider legal, governance, risk, strategy or organisational advice.
- Company Secretarial Firms
- Provide clients with a structured annual evaluation service without relying on Word documents, PDFs and spreadsheets.
- Sector Specialists
- Deliver an evaluation framework tailored to the governance requirements of a particular sector or type of organisation.
A Partnership That Fits Your Business
There is no single prescribed model. Boardforms can support an existing evaluation service or provide the technology needed to launch a new one.
The branding, methodology, delivery responsibilities and commercial structure can be configured around your organisation, client base and expected evaluation volumes.
Frequently asked questions
- Can we use our own questionnaires?
- Yes. You can use your own evaluation questions and methodology, adapt the Boardforms framework or combine elements of both.
- How much of the service can be branded?
- The evaluation experience and reporting can be configured around your brand. We will agree the precise branding requirements during the initial set-up.
- Can interviews form part of the evaluation?
- Yes. Interviews can be recorded securely, transcribed and analysed, with the findings incorporated into the reporting alongside questionnaire responses.
- Can we compare results over several years?
- Yes. Boardforms maintains a continuing evaluation record, enabling year-on-year comparisons and allowing progress to be assessed over multiple evaluation cycles.
- Who administers the evaluation?
- The service is flexible. Your team can administer the complete process, the client can coordinate it or Boardforms can provide additional support.
- Can we manage more than one client?
- Yes. The white-labelled service is designed to support repeat delivery across multiple clients while maintaining separate evaluations, participants and reports.
- Who interprets the results?
- You retain responsibility for the advisory relationship and can interpret the findings, present recommendations and provide follow-on support. Boardforms provides the underlying analysis and reporting.
- How is the partnership priced?
- Pricing depends on the level of configuration, expected evaluation volumes and the support required from Boardforms. Contact us to discuss an appropriate structure.
Could Boardforms Support Your Advisory Work?
You do not need to have a fixed partnership model in mind. Tell us how you currently deliver Board evaluations, and we can explore whether Boardforms could make the process easier, more consistent and more scalable.