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AI agent for board members

Board Evaluation Follow-through Agent

Evaluation findings turn into owned actions that are checked for real change.

MonitoringManagement
See how it worksGet access
Board Evaluation Follow-through Agent: what goes in, what the agent does and what you get

What it does

Boards run self-evaluations and then lose the results. Actions are not assigned and next year shows the same problems. After each evaluation, this agent extracts the themes, proposes actions with owners, tracks them each quarter and checks whether the follow-up evidence shows change. If it does not, it revises the action. It decides by comparing survey results and meeting records to the target for each action. The chair approves the action list. Edge case: a theme about late materials is marked fixed, but the next three board packs were still late, so the agent reopens it.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Evaluation results arrive 2 USES A TOOL Read scores and comments 3 DOES Group the results into themes and rank them 4 DOES Propose actions with owners, dates and measures 5 YOU APPROVE Chair approves the action list 6 USES A TOOL Collect evidence each quarter 7 DOES Compare the evidence to each measure 8 CHECKS THE RESULT Does the evidence show the change? If not: revise the action or owner and set a new date.Back to step 3. 9 DOES Report progress to the chair 10 RESULT Evaluation action tracker
Read the steps as a list
  1. Evaluation results arrive
  2. Read scores and comments
  3. Group the results into themes and rank them
  4. Propose actions with owners, dates and measures
  5. Chair approves the action listThe agent waits here for your OK.
  6. Collect evidence each quarter
  7. Compare the evidence to each measure
  8. Does the evidence show the change?If not: revise the action or owner and set a new date. Back to step 3.
  9. Report progress to the chair
  10. Evaluation action tracker

How it decides

It groups comments into themes, ranks by frequency and score, and judges completion by measurable evidence, not by reports.

  • Give each theme an owner and a measure
  • Count an action done only when evidence shows it
  • Reopen an action when the evidence fails
  • Report quarterly

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Measures per theme
  • Review frequency
  • Evidence sources
  • Owner assignment
  • Report format

What keeps you in control

It always asks you first

  • Chair approves the action list and any change to it

Hard limits

  • Never reveal who gave a comment
  • Never close an action without evidence

It stops when

  • Done: every theme has evidence of change
  • Stop: a theme has no owner

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent finds three themes: late materials, long agendas and unclear roles. It proposes actions with measures such as packs sent 7 days ahead. After two quarters the tracker shows the packs were sent late three times. The agent reopens the item and proposes a deadline check by the secretary. The chair approves the revised action.

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