Instructions
1. Make a Copy of the Form
Create your own editable version by clicking this link:
Make a Copy of the Form.
When prompted, click “Make a copy”. This will add the form to your Google Drive.
2. Personalize the Form Title
At the top-left corner, update the title from:
“Board Effectiveness Scan – Template” to something personalized like:
“Board Effectiveness Scan – [Your Company Name]”
3. Link the Form to a Google Sheet
To collect and view responses in a structured format:
1. Click the “Responses” tab at the top of the Form editor.
2. Click the “Link to Sheets” to create a linked Google Sheet.
This Sheet will automatically log all responses, including email.
4. Share the Form with Your Board
Once you’re ready to distribute the form:
- Click the “Published” button in the top right.
- Go to the “Link” icon.
- Click “Copy responder link” to get the responder link.
4. Share the link by email or messaging platform with your fellow Board members.
5. Submit Your Own Response
Fill in the form yourself to set the tone and offer context to others.
6. Print the Response Summary as a PDF
Once responses start coming in:
- Go to your Google Form.
- Click on the “Responses” tab at the top.
- Click the three vertical dots (⋮) in the top-right corner of the “Responses” panel
- Select “Print”.
- A new tab will open with the response summary formatted for printing.
To save this summary as a PDF:
For Mac users:
- Press Command (⌘) + P to open the print dialog.
- In the “Destination” dropdown, select “Save as PDF”.
- Click “Save” and choose where to store the file.
For Windows users:
- Press Ctrl + P to open the print dialog.
- In the “Printer” dropdown, select “Save as PDF” or “Microsoft Print to PDF”.
- Click “Print”, then choose where to save the PDF file.
You can now share the PDF with board members or save it for reference in the next board
meeting.
Tips:
For cleaner insights, encourage your Board to submit before the next Board meeting so you can discuss the results together.
