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03 · Professional & Academic

Questions to Ask Board Members

Questions for a one-to-one conversation with a sitting board member, whether you are new to the board, considering a seat, or working for the organization. They cover how the board actually operates, what it got wrong, where the money comes from, and who else you should be talking to.

20 questions · each with a note on why · conversation guide

The questions

Open any question for the note

  1. How did you end up on this board?

    Why ask it

    Nearly every seat traces back to a relationship, and hearing whose it was maps the network you are walking into. It also shows whether this board recruits deliberately or by acquaintance.

  2. How long have you served, and how many chairs or chief executives have you seen?

    Why ask it

    Institutional memory is unevenly distributed, and someone who has been through two executive transitions knows things written down nowhere. Long service also comes with loyalties, which is worth knowing before you ask for an objective read.

  3. What did you not understand in your first year that you understand now?

    Why ask it

    This is a shortcut through someone else's learning curve. The common answers involve the real limits of a board's authority and how little of the actual work happens inside the meeting.

  4. What part of this role do people underestimate before they join?

    Why ask it

    Answers tend to be concrete: the volume of reading, the fundraising, the weight of one difficult vote. Underestimated commitments are why board members quietly withdraw rather than formally resign.

  5. What does the board actually spend its meetings on?

    Why ask it

    Ask them to describe the last meeting rather than the pattern. If the answer is mostly reports and approvals, that is the reality of the role, whatever the role description says.

  6. Which decision are you proudest of, and which one would you take back?

    Why ask it

    Pairing the two makes both answers more honest. A member who cannot name a regret after several years has either not been paying attention or is handling you.

  7. What did the board get wrong, and what changed afterward?

    Why ask it

    Whether an organization can describe its own mistake is the best short test of its governance. Notice whether the lesson turned into a policy, a person leaving, a change of practice, or into nothing at all.

  8. Where does the money come from, and which part of it worries you?

    Why ask it

    Members with real financial engagement name the concentration immediately: one grant, one contract, one major donor, one product. If the finances are described only as tight, oversight is happening somewhere other than the boardroom.

  9. What does this organization do that you would stop?

    Why ask it

    Easier to answer honestly one to one, and the answers point at legacy programs, obligations to old supporters, and activity nobody wants to be the one to end. Several members naming the same thing is an agenda item.

  10. Who on this board do people listen to, and why?

    Why ask it

    Formal titles and actual influence rarely match. Knowing who moves a room, and who is politely ignored, saves months, and the stated reason, expertise, money, tenure, volume, tells you what this board rewards.

  11. Which committee actually matters here?

    Why ask it

    Most boards have one committee where the work happens and one that exists to complete the chart. Getting onto the first and off the second is the most efficient thing a new member can do in their first year.

  12. How do you know when something is being kept from you?

    Why ask it

    Experienced members have a method: a number that arrives late, an answer that shifts between meetings, a topic that keeps sliding to next quarter. Their heuristics are worth more than any list of governance principles.

  13. What has changed about this organization since you joined?

    Why ask it

    Long-serving members can describe drift that nobody else notices, whether in who gets served, what gets funded, or how people talk internally. The follow-up worth asking is whether the drift was chosen or simply happened.

  14. Where does the board's view of this place differ from the staff's?

    Why ask it

    Every organization has that gap, and members who acknowledge it are usually the ones who talk to staff. Someone insisting there is no gap is telling you they only see what arrives in the packet.

  15. When did you last visit a program, a site or a customer?

    Why ask it

    A date is the answer. Boards that govern entirely from documents lose the ability to distinguish an optimistic report from an accurate one, and this is a polite way to check whether that has happened.

  16. What question do you wish somebody would put to management?

    Why ask it

    This produces the question the board has not been asking, which is more valuable than anything currently on the agenda. If several members name the same one, it belongs in writing to the chief executive.

  17. What do you do for this organization outside meetings?

    Why ask it

    The honest range runs from regular introductions to nothing at all, and the answer sets the working norm you would be joining. Ask what came of it, because intention and contribution are different things.

  18. What would make you resign?

    Why ask it

    The answer marks where this person's lines actually sit: a financial failure, an ethical one, a particular hire, a loss of trust in the chair. Someone who has never considered it has not thought hard about their own responsibility.

  19. What advice would you give someone joining this board next month?

    Why ask it

    This is where the practical warnings come out: read this document, avoid that committee, do not raise this in your first meeting, call this person before agreeing to anything. It is often the most useful two minutes of the conversation.

  20. Who else should I talk to, and what should I ask them?

    Why ask it

    The list, and the questions they suggest, shows who is genuinely consulted around here. Notice whether staff or the people served appear at all, or whether the map stops at other board members.

Talking to a board member one to one

Practical guidance for the conversation itself

Setting up the conversation

  • Ask for thirty minutes rather than lunch. A short, specific request gets accepted; an open-ended one sits unanswered.
  • Say what it is for: joining the board, understanding governance, preparing for a role. A stated purpose gets a more useful answer than a vague one.
  • Read the last annual report and the most recent financial statements first. Questions that show you have read them get better answers than questions the documents already answer.
  • If you work for the organization, tell your chief executive you are having the conversation. Board members talk, and being the staff member who went around the executive is an expensive way to learn that.

Getting past the official answer

Ask about last time, not usually

'How does the board handle disagreement' produces a policy. 'What did the board disagree about last' produces an account. Always ask for the instance.

Ask for dates and numbers

When was the chief executive last evaluated, how many meetings did they attend last year, how many months of reserve exist. Specific questions surface vagueness quickly and without confrontation.

Let the silences run

The most useful things board members say arrive after a pause, usually while they decide how candid to be. Filling that gap with another question costs you the answer.

What to do with what you hear

  • Compare across at least three people. One member's account is a perspective; three overlapping accounts are a picture.
  • Separate what you can verify, filings, minutes, financial statements, from impressions you cannot.
  • Write down what surprised you within the hour. The surprising parts fade fastest and usually matter most.
  • Do not repeat one member's criticism of another. It travels, and it is the quickest way to lose the confidence of both.

If you are new to the board

For the first few months you can ask basic questions that would be awkward a year in, so use that window. Read the bylaws, the conflict of interest policy, the most recent audit and its management letter, the insurance policy, and two years of minutes. Ask the chair for a specific job rather than waiting to be assigned one, and ask another member to tell you afterward when you have misread the room. Most boards socialise new members into silence without intending to, and the questions not asked in the first six months tend never to be asked.