The Board Evaluation Toolkit
A twenty-minute self-assessment covering document security, meeting discipline, disclosure process and board continuity — built for listed companies, BFSI institutions and PSU boards, before an external reviewer runs the same check for you.
- 24 checklist items across four governance areas.
- A scoring guide with three clear result bands.
- Grounded in the rules — Companies Act 2013, SEBI LODR, PIT Regulations, SS-1/SS-2.
- No audit, no obligation — a private working document for your own board.
Get your copy, free
Sent straight to your inbox as a PDF.
Four areas. Twenty-four questions. One honest picture.
Each section targets the point where governance policy most often fails to survive everyday practice.
Document & information security
UPSI handling, access logs, watermarking, and revocation on exit — the controls a Structured Digital Database actually requires.
Meeting & decision governance
Notice timelines, quorum, dissent recording, and a real audit trail on every circular resolution.
Regulatory & disclosure process
LODR Regulation 30 triggers, related-party approvals, insider trading disclosures, and escalation trails.
Board continuity & composition
Independent director ratios, skill matrices, succession planning, and where your board records actually live.
That's how many insider trading investigations SEBI opened last year alone. Most governance lapses that end up in front of a regulator didn't start as a decision to break a rule — they started as a document on personal email, a reminder that reached one director and not another. This toolkit exists to catch that pattern before it becomes a case file.
Not an audit. A private gut-check.
This toolkit will not generate a report for your regulator, and it isn't a sales pitch dressed up as a PDF. It's a private, twenty-minute self-assessment that a chairperson, an independent director or a company secretary can run on their own board, before an external reviewer does.
Work through each section and mark every item Yes, Partial or No — honestly rather than aspirationally. There's no answer key to game. The value is entirely in what the exercise surfaces for your own board.
Boards rarely score low because of one bad actor. They score low because governance records live across email threads, personal drives and paper files with no single audit trail connecting them.
Before you download
Is the toolkit free?
Yes. It is a free PDF. We ask for your details so we can send you the file and, occasionally, other governance resources. You can unsubscribe at any time.
Is this a compliance audit?
No. It is a private self-assessment for your own board. Nothing you record goes to us or to a regulator — there is no submission step and no report generated for anyone else.
Who is it written for?
Chairpersons, independent directors and company secretaries of listed companies, BFSI institutions and PSU boards. Unlisted boards can work through the items that apply to them.
How long does it take?
About twenty minutes. Twenty-four items across four sections, each marked Yes, Partial or No, with a scoring guide and three result bands at the end.
Twenty minutes. Twenty-four questions.
See where your board actually stands — before anyone else asks.