BoardClic

Unlocking Success: 5 Tips for Your First BoardClic Evaluation

Email template for communication with participants prior to sending an evaluation

Pre-evaluation communication with participants

Which board evaluation format to use

Evaluation survey roles

Users and access levels

Participant invitation email

A step-by-step guide to accessing your final report, understanding the results, and customising it before you share it with your Board.

How to find, read and share your Board evaluation report

What you see on the Overview page and what you can do there: follow your evaluations, act on what needs attention and open your reports.

Getting to know the Overview page

Set up a Board evaluation in four steps: start an evaluation, choose a template, add participants and roles, then schedule and send.

Setup a new evaluation

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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