The Center for Board Excellence is offering for free download a checklist aimed at modernizing directors and officers questionnaires. The checklist uses CBE’s cloud-based platform.

A company spokesman explained that the D&O form is uploaded by CBE to its secure platform and then is accessible from anywhere on any device.

Users can customize the questionnaire for respondents with prepopulated information. The number of questions can be reduced, providing for easier director completion.

And definitions and schedules are converted to dynamic flyovers or online links.

Download the questionnaire checklist.

The Center for Board Excellence is offering a free whitepaper that describes moving the directors and officers questionnaire process to a dynamic online system.

CBE says the paper explains how to save time and money by moving the D&O questionnaire online to:

• Reduce the number of questions
• Make them easier to follow and answer
• Turn definitions and schedules into dynamic flyovers or online links

“Focus particularly on the cost of your Directors’ and Officers’ time,” CBE suggests. “How much time did it take them to complete the process? How many irrelevant questions did they have to read and skip over? How many definitions did they have to look up in an appendix? Add to that the time it took you to compile the questionnaire and parse the results only to find that three forms came back incomplete.”

Download the paper or request a demo.