{"product_id":"styrelseutvardering-arbetsformer-ideell-forening-word-pdf-excel","title":"Board Evaluation \u0026 Board Working Methods – Non-profit Organization | Word\/PDF\/Excel","description":"\u003cdiv class=\"mb-product-copy\" lang=\"sv\" style=\"line-height:1.7;color:#173B5E\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eBoard evaluation for non-profit organizations\u003c\/strong\u003e is a document package for non-profit boards that want to analyze their working methods and monitor improvements. The package contains editable Word templates, searchable PDF versions, and an Excel register for planned, completed, and verified actions. \u003cstrong\u003eImportant:\u003c\/strong\u003e this is internal organizational development – not a legal audit, a decision on discharge from liability, or a substitute for applicable bylaws and annual general meeting decisions.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#EFF6FB;border:2px solid #A9C5D9;padding:18px;border-radius:10px;margin:16px 0\"\u003e\n\n\u003ch2\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 files in a ZIP:\u003c\/strong\u003e five Swedish working documents, a Swedish user guide and English User Guide – all in DOCX and corresponding searchable, printable PDF (14 files) – as well as an XLSX tool with nine tabs. The PDF files are not interactive forms. The Swedish working templates are not translated into English; only an English user guide is included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"background:#EFF6FB;border:2px solid #A9C5D9;padding:18px;border-radius:10px;margin:16px 0\"\u003e\n\n\u003ch2\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cp\u003eThe board's self-evaluation survey with working process questions, minutes for factual compilation, development plan, skills and responsibilities mapping, follow-up minutes, two guides and an Excel register. The package helps to distinguish observation, recommendation, decision, planned action, completed action and verified control.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eWho is the board evaluation for?\u003c\/h2\u003e\n\n\u003cp\u003eElected representatives, chairpersons, secretaries and non-profit boards that need a clear annual or periodic working process for internal development. The product is adapted for Swedish non-profit organizations, not for the specific corporate governance rules of limited companies. Use your own bylaws, relevant association regulations and annual general meeting decisions as a starting point.\u003c\/p\u003e\n\n\u003ch2\u003eThe documents – file by file\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"text-align:left\"\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eLanguage\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eThe board's self-evaluation\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSurvey on meetings, responsibilities and working processes\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eEvaluation minutes\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eFactual compilation, observations and decisions\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eThe board's development plan\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003ePrioritized improvements, responsibilities and follow-up\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSkills and responsibilities map\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eMapping of functions and training needs\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eFollow-up and completion minutes\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDistinguishes completed from verified result\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSwedish user guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eLegal boundaries and step-by-step use\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eEnglish instructions for the Swedish working files\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eEN\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eBoard evaluation – Excel register\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eNine tabs, eight formulas, status and responsibility\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eSV\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #DAE6EF;vertical-align:top\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel tool: nine tabs and eight compilations\u003c\/h2\u003e\n\n\u003cp\u003eThe workbook contains \u003cstrong\u003eOverview, Evaluations, Question Areas, Actions, Responsibility Map, Meetings, Competence, Follow-up and Read Me\u003c\/strong\u003e. The overview counts registered evaluations, completed evaluations, question areas, actions, manually performed versus verified actions, meetings and completed competence initiatives. Tested formulas and status selections are used for administrative tasks. \u003cstrong\u003eExcel does not determine legal decision-making authority, liability issues, discharge from liability, lawful processing of personal data or compliance with association law.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003ch2\u003eHow you work with the templates\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eReview bylaws and annual general meeting decisions; define purpose, timing and participant group.\u003c\/li\u003e\n\n\u003cli\u003eDetermine how survey responses are handled and if they can become personally identifiable even without names.\u003c\/li\u003e\n\n\u003cli\u003eCollect factual observations and document the compilation in the evaluation minutes.\u003c\/li\u003e\n\n\u003cli\u003eMake any decisions according to the association's actual mandate and minutes procedures.\u003c\/li\u003e\n\n\u003cli\u003eCreate an action plan with responsible function and planned review.\u003c\/li\u003e\n\n\u003cli\u003eDocument completion and verification separately and follow up on open questions.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eLegal and practical prerequisites\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eBylaws and decisions:\u003c\/strong\u003e A non-profit board works in relation to applicable bylaws and the annual general meeting's decisions. See \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.11\/1741.html\"\u003eSwedish Tax Agency's guidance on non-profit organizations\u003c\/a\u003e and \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.12\/1742.html\"\u003ethe board's administration\u003c\/a\u003e. \u003cstrong\u003ePersonal data:\u003c\/strong\u003e even a small internal survey can indirectly identify participants; limit data and access based on GDPR. See \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/forening\/\"\u003eIMY's guidance for associations\u003c\/a\u003e. An evaluation is not an auditor's review, and improved working methods do not automatically grant discharge from liability.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eMust a non-profit organization conduct a board evaluation every year?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no general legal requirement for this specific evaluation form for all non-profit organizations. Check bylaws, association regulations and decisions for your specific organization.\u003c\/p\u003e\n\n\u003ch3\u003eIs the board's self-evaluation the same as an auditor's report?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The self-evaluation examines the board's working methods. The auditor's financial and administrative review is a separate task. See \u003ca href=\"\/en\/products\/revisionsberattelse-revisionsunderlag-ideell-forening\"\u003eAuditor's Report \u0026amp; Audit Documentation\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eCan the survey be anonymous?\u003c\/h3\u003e\n\n\u003cp\u003eYes, but anonymity may be limited in a small board where answers and free text make it possible to identify individuals. Conduct a special data protection assessment.\u003c\/p\u003e\n\n\u003ch3\u003eDoes a completed action plan give the board the right to make new decisions?\u003c\/h3\u003e\n\n\u003cp\u003eNo. An improvement plan does not in itself provide legal authority. Decisions must be made according to the bylaws and relevant delegation of authority.\u003c\/p\u003e\n\n\u003ch3\u003eAre English board templates and fillable PDF files included?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The main templates are in Swedish, and an English-language user guide is included. The PDF files are searchable and printable but lack interactive form fields.\u003c\/p\u003e\n\n\u003ch2\u003eRelated documents\u003c\/h2\u003e\n\n\u003cp\u003eFor the election committee's work, see \u003ca href=\"\/en\/products\/valberedning-ideell-forening-mallar-word-pdf-excel\"\u003eElection Committee in a Non-Profit Organization\u003c\/a\u003e. For formal review, see \u003ca href=\"\/en\/products\/revisionsberattelse-revisionsunderlag-ideell-forening\"\u003eAuditor's Report \u0026amp; Audit Documentation\u003c\/a\u003e. These products have different purposes than the board's internal work evaluation.\u003c\/p\u003e\n\n\u003ch2\u003eSources and version\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eProduct version 1.0 – November 1, 2026.\u003c\/strong\u003e AI-assisted legal source control was carried out on the same date with Swedish Tax Agency and IMY as primary guidance as well as GDPR as relevant EU law. No independent external legal review of this new version is documented. The ZIP file is placed on Google Drive during production and linked to Shopify Digital Products manually before any publication.\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56436079296854,"sku":"STYRELSEUTV-FORENING-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_styrelseutvardering_huvudbild_1600.png?v=1793545203","url":"https:\/\/mallbutiken.se\/en\/products\/styrelseutvardering-arbetsformer-ideell-forening-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}