Regent Assessment and Trustee Audit
The responsibilities of individual trustees are different from those of Boards as corporate entities. The following checklist is designed to help Board members assess the extent to which they have absorbed the breadth and depth of their roles and institutions.
| Criteria | Measurement |
| Attendance | Three of four Board meetings |
| Age | Broad range desired |
| Diversity | Greater ethnic and gender representation |
| Expertise | Demonstrated success |
| Financial Support | 100% participation with goal of expanded major giving |
| Geography | California, with emphasis on Silicon Valley, Bay Area and Southern California |
Trustee Audit
The responsibilities of individual trustees are different from those of Boards as corporate entities. The following checklist is designed to help Board members assess the extent to which they have absorbed the breadth and depth of their roles and institutions. The questions seem somewhat imposing, but they are not intended to cause acute trustee or presidential depression. A "perfect score" is an unreasonable expectation.
Candid responses can be helpful to the design of orientation programs for new Board members, or future workshops and retreats. The checklist was developed by Richard T. Ingram, published by Jossey-Bass. The questions are the result of the scrutiny of a number of chief executives and trustees.
Download the 
Trustee Audit form.
