BOARD DUE DILIGENCE: Stress-Test Your Next Board Seat
Designed by a board-level CFO with 30+ years of experience in strategy and governance, it blends financial due diligence, governance red flags, and cultural checks into a single 15-minute review.
Use this when you are considering a board invitation, being approached by a search firm, or thinking about joining as a trustee or investor representative. Your responses are not disclosed and stay private.
A concise self‑assessment and evidence checklist to help you say “yes” (or “no”) to a board invitation with confidence - whether it's a commercial or a mission-driven/non-profit board.
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Assess your opportunity across fundamentals, governance, financial resilience, impact, and personal fit in 10–15 minutes.
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Reveal strengths, red‑amber‑green risk zones, and your lowest‑scoring ❗ items, and use them as concrete questions to ask.
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Prepare with a downloadable Due Diligence Checklist that translates your results into specific documents to request and areas to probe.
Best suited for current and aspiring non‑executive directors, chairs, and investor representatives evaluating a new board seat for-profit or non-profit organizations. The tools work equally well for listed companies, private businesses, family enterprises, foundations, and non-profit organizations.
Beyond this assessment, we support prospective and sitting board members with:
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Independent review of financial statements, cash, and covenants for specific board opportunities.
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Targeted financial due diligence and risk mapping.
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Ongoing board‑level financial insight and monitoring (dashboards, scenarios, KPIs).
Both the Board Due Diligence Assessment and the downloadable Checklist are developed for use with for‑profit companies and non‑profit or charitable organizations. The tools are designed for individuals considering a new board role. This assessment and checklist stress‑test the opportunity so you avoid surprises and join only boards where you can truly add value.
What do clients say about the tools?
"Most resources give you generic questions or long training; this assessment translates your answers into a clear risk picture and concrete documents to request before you commit." (Chairwoman of a private business registered in Switzerland)
"I recommend it to early users, including non‑executive directors and trustees in listed companies, scale‑ups, and foundations who want a structured way to spot red flags before committing.” (Trustee in a non-profit organization in UK).
