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Steps before you start your review

We'll take care of all the initial setup of your evaluation, but here are the steps we'll work through together to get your review underway

1. Setting Up Your Board In Thinking Board Evaluator

First, we’ll help you set your board members in Thinking Board Evaluator.  Upon signing up to Thinking Board Evaluator your company administrator will have been sent the Evaluation Setup Form.  Simply add your members’ information, company information and review timings into the form, and send it to support@thinkingboardevaluator.com. The Thinking Board Evaluator support team will set up your Board within 48 hours.

2. Preparing Your Board Members

The Thinking Board Evaluator Support Team will set up your questionnaire and open it for responses according to your schedule. On the Review Start Date specified by you, Thinking Board Evaluator will automatically send invitation emails to each of your board members with instructions to log in to the platform and on how to complete the questionnaire.

Before that step, you will want to prepare them with key details and deadlines for the evaluation. We have provided an email template that you can edit to use with your board.

3. IT Settings

To help prevent our system emails from triggering spam filters or being quarantined, please ask your IT Department to whitelist both the email address and our website:

System email address: thinkingboard.support@ipitsi.com

Website: thinkingboard.ipitsi.com

If participants have non-company email addresses it can help if they add our email address to their contacts or ‘safe senders’, list.

4. Opening the questionnaire for responses

At the time and date you have specified in the Evaluation Setup Form your board evaluation questionnaire will be opened for responses. Thinking Board Evaluator will send each of the participants an email containing brief instructions and a link to their questionnaire.

We will send you a confirmation email to let you know that the emails have been successfully sent and the questionnaire is open. You could, if you wish, also notify your Board in a separate email. We will provide some suggested wording for you to use if you see fit.

If you wish to change your evaluation dates please let us know at support@thinkingboardevaluator.com.