Step 1: Open AgendaWorx and navigate to the "Agendas" section.

Step 2: Click on "Create a New Agenda."

• For the Agenda title, select the 'Board evaluation (PF130)' from the dropdown list.  It will be there as your board evaluation is in your agenda templates.
• Choose the meeting date for the board evaluation.
• Fill in the agenda venue, which can be anything relevant to the evaluation, perhaps 'Complete Online'.
• Select your group for the evaluation. You can start by just selecting the secretarial group, if you want to test it first.
• Keep it as an agenda and number all the items automatically. Click "Save and Load Content."
• From the dropdown, select the Board Evaluation Template which will be all the way to the bottom of that list. Confirm that your board evaluation for is displayed automatically.  You can also select your previous year's board evaluation which will be an agenda.
• IMPORTANT Tick "Copy Polls" to ensure all poll questions are included in your evaluation.
• Use the "Copy and Preview" button to view your agenda as it will appear to others.

Step 3: Make any necessary edits by clicking "Edit Full Agenda." You can adjust questions and instructions as needed, you can add information related to your organisation and you can even attached documents, to link to documents in your library on AgendaWorx (Just copy (CNTRL + C) the URL of the library page and paste it (CNTRL + V) onto this page where you want it).

Step 4: Avoid changing the rating scale (1, 2, 3, 4).  If you have Yes and No questions instead of the rating scale. AgendaWorx will not be able to calculate total and average ratings for you.

Testing your board evaluation

Your team can run a test.  Just click on "Delete Poll Results" next to your agenda on the back end when you are done to clear their ratings.

Publishing your board evaluation for your users

Step 1: Publish the evaluation (Click on the Publish agenda button) to launch it to your board members.

Step 2: Send an email to your board members with the hyperlink to the evaluation. Team members can add anonymous comments during the voting process.

Downloading your report of your board evaluation (user ratings or votes)

Step 1: Once voting is complete, download the report to review the results on the back end right next to your agenda (board evaluation). Watch the next video for further instructions on editing the report details.

Step 1: Add information about your organisation in each question to ensure board members clearly understand the questions and their relevance to the organisation.

Step 2: Attach documents or provide links to relevant documents in your library, such as the year plan, that are referenced in the question.

Next year, when creating your new board evaluation, you can simply copy and paste from this year's evaluation. This will transfer all your comments and documents, making the process quick and easy!

Step-by-Step Guide to Importing Reports from AgendaWorx into Excel

Step 1: Download your report from AgendaWorx, you will find it right next to your agenda (board evaluation).

Step 2: Open any Excel file on your computer.

Step 3: Go to the "Data" tab in Excel.

Step 4: Click on the icon that says "From Text/CSV."

Step 5: This will open your file explorer. Locate and select your downloaded report file.

Step 6: Click on the "Import" button to proceed.

Step 7: Ensure that the delimiter is set to "Comma" at the top of the import window.

Step 8: Click on the "Load" button to import your data into Excel.

Step 9: After loading, you will see your board evaluation name, the date, questions, and individual votes.

Step 10: Scroll down to view the voting summary, including how many people voted for each option.

Step 11: At the bottom of the sheet, you will find the average score per question, the total number of votes, and the total score.

Step 12: If you want to work with this information, you can copy the relevant data as needed.

You can also just open it as a CSV file in Excel, if that is what you prefer and work with the data in that way.

If your CSV and Excel files use commas (,) as the delimiter but aren’t displaying columns correctly, it's likely due to the regional settings on your computer. These settings affect the default list separator and decimal symbol in Excel. Here’s how to change them:

Method 1: Change the Delimiter Directly in Excel (For a Specific File)

1. Open Excel and go to the Data tab.
2. Select From Text/CSV (depending on your version of Excel).
3. Browse for the CSV file and open it.
4. In the Import Wizard, select Comma as the delimiter.
5. Click Load to open it correctly.

Method 2: Adjust Excel’s Import Options

If you don’t want to change system-wide settings, you can set the delimiter directly in Excel when opening the CSV file:

1. Open Excel.
2. Go to File > Open and select your CSV file.
3. Excel should open the Text Import Wizard if it doesn’t automatically parse the file correctly:
   • Choose Delimited in the first step.
   • In the second step, select Comma as the delimiter.
4. Finish the wizard to open the file with the correct columns.

Method 3: Adjust Regional Settings (Windows)

1. Open Control Panel:

   • Go to Start > Control Panel (or type Control Panel in the search bar).

2. Navigate to Region Settings:

   • Select Clock and Region (or just Region if using Category view).
   • Click on Region.

3. Modify the Format Settings:

   • In the Formats tab, click Additional settings….

4. Change the List Separator:

   • In the Customize Format window, look for List separator (usually near the bottom).
   • Change the list separator to a comma (,) if it’s currently set to something else, like a semicolon (;).
   • Click OK to save the changes.

5. Apply the Changes:

   • Click OK to close the Region settings.

After adjusting either the regional settings or using the Import Wizard in Excel, your CSV files should display correctly with columns separated by commas. Let me know if you need further help!