Personal Board Audit Worksheet
# Personal Board Audit Worksheet **Date:** [Date] · **Review cadence:** Quarterly recommended Use this worksheet to evaluate whether your advisory network...
Personal Board Audit Worksheet
Date: [Date] · Review cadence: Quarterly recommended
Use this worksheet to evaluate whether your advisory network matches your current goals — not the goals you had two years ago.
Section A — Current roster
List everyone you consider part of your personal board (formal or informal).
| Name | Role / expertise | Archetype* | Last contact | Relationship strength (1–5) |
|---|---|---|---|---|
Archetypes: Connector · Sage · Peer · Challenger · Cheerleader
Section B — Coverage map
Rate coverage 1 (gap) to 5 (strong) for each dimension.
| Dimension | Score | Notes |
|---|---|---|
| Industry / domain expertise | ||
| Functional skill (e.g., finance, product, sales) | ||
| Stage experience (IC, manager, exec, founder) | ||
| Challenger / truth-teller | ||
| Emotional support / Cheerleader | ||
| Network access (Connector) | ||
| Demographic / cognitive diversity | ||
| Geography / market (if relevant) |
Lowest scores — priority gaps:
Section C — Goal alignment
Primary career goal (12 months):
Secondary goal:
For each advisor, mark: H = highly relevant · M = moderate · L = low · ? = unclear
| Name | Alignment (H/M/L) | Still the right person for this goal? (Y/N) |
|---|---|---|
Advisors to nurture more this quarter:
Relationships to gracefully sunset or pause:
Section D — Cadence health
| Name | Ideal cadence | Actual cadence | Action |
|---|---|---|---|
| Quarterly | |||
| Bi-annual | |||
| Annual |
- Anyone I haven't thanked in 6+ months?
- Anyone I've only taken from without reciprocity?
Section E — Action plan (next 90 days)
| Action | Owner | Due date |
|---|---|---|
| Recruit for gap: | Me | |
| Re-engage: | Me | |
| Send thank-you / give back: | Me | |
| Remove or deprioritize: | Me |
How to use this template
- Copy the template text above or download as PDF/Markdown.
- Personalize with your advisor’s name and your specific context.
- Log the session in PersonalAdvisoryBoard to capture notes and track follow-up.