Director Skills Assessment


Nonmember $5,495.00
CUES Member $3,495.00

CUES can help your credit union’s board confidently focus its training resources and improve recruitment by identifying strengths, challenges, and gaps in director skills, experience and competencies. 

U.S. and Canadian credit unions alike can quickly evaluate individual board members, and the board as a whole, on topics including:

  • Governance Culture
  • Personal Attributes
  • Leadership Skills
  • Engagement
  • Knowledge Centers

Canadian Credit Unions: 

This tool can help you meet board assessment standards and guidelines recommended by Canadian authorities.


CUES Director Skills Assessment will deepen your understanding of your board’s overall expertise and help you govern more effectively thanks to:

  • Valuable data and information that helps you create an action plan to improve individual board member skills and overall board performance
  • Transparent feedback on an individual’s perceived strengths, challenges and overall effectiveness
  • Easy identification of skill gaps for the board as a whole, and potentially your governance or nominating committee 
  • A list of experiences, competencies and leadership attributes to seek when nominating board candidates, or when recommending individuals for board officer or committee positions

How it Works

Each board member receives a personal email with a private link. Once the email is sent, each volunteer will have approximately two weeks to complete the assessment.

The assessment collects demographic information from each board member and includes a: 

  • Self-assessment of their performance
  • Self-evaluation regarding knowledge on various topics
  • Series of multiple choice and true/false questions to test a board member’s’ own knowledge on governance, financial literacy and regulatory matters

The Results

The results are then aggregated by SurveyGizmo and made available to the experts at Quantum Governance, L3C, CUES’ strategic partner, who will analyze the data and provide you with two different reports, including:

  1. Individual Skills Reports for each board member. Only the individual board member and designated director (i.e. board chair, governance committee chair) are given a copy of this report that includes a summary of their self-assessment results on: 
    • Their performance as a board member compared to the average of their colleagues’ self-assessment results
    • Their self-assessment on the various knowledge centers compared to their colleagues’ self-assessment results
    • The percentage of multiple choice and true/false questions answered correctly
  2. Overall Director Skills Assessment Summary Report which synthesizes the results from the aggregated scores of all board members’ self-assessments. The results highlight the perceived expertise on the various knowledge centers and the average percentage correct of multiple choice and true/false questions. A summary matrix sharing and comparing individual knowledge center results and demographics is also included to help your leadership team plan. 

Then, Quantum Governance will review your credit union’s overall results in a one-hour telephone briefing with two to three of your credit union leaders. Quantum Governance is also available to deliver your results in person and provide applicable training to your full board at an additional cost.

Director Skills Assessment Add- Ons

Quantum Governance also recommends two additional tools which provide insights into group dynamics, personality profile types, talents and motivations.

  • DiSC Workplace Profile—Assesses dominance (D), influence (i), steadiness (S) and compliance (C). This profile predominantly focuses on workplace behaviors, but it translates to volunteer board service as well. 
  • Clifton StrengthsFinder—This 177-question online questionnaire measures the subject’s natural talents within 34 predesignated themes. The assessment enables subjects to discover what they naturally do best, and learn how to develop their talents to suit their current and future roles.

The Director Skills Assessment can also include a Peer-to-Peer Evaluation

Each of these extras can be purchased with the Director Skills Assessment for an additional cost. Contact CUES for a pricing at 800.252.2664, ext. 332, or

Online Interest Form

Sample Questions

Governance Culture
How effective are you at…

  • Maintaining high ethical standards?
  • Fostering a constructive partnership with management?

Personal Attributes
How effective are you at…

  • Being willing to state an opinion that is contrary to the group?
  • Putting aside your individual opinions to support the will of the whole?

Leadership Skills
How effective are you at…

  • Encouraging open dialogue?
  • Supporting regular rejuvenation of the board?

How effective are you at…

  • Understanding the issues being discussed at the board level?
  • Actively engaging in board meeting discussions?

Knowledge Centers
For each of the following please rate your knowledge on a scale of 1 to 10, with 1 being "I have no knowledge" and 10 being "I'm an expert:"

  • Audit
  • Executive Management
  • Marketing and Communications

Help your board thrive, purchase now! Questions? Contact CUES at 800.252.2664 or 608.271.2664, ext. 340, or email