Director and Officer (D&O) questionnaires are vital for corporate governance, helping organizations stay transparent, comply with regulations, and protect stakeholder trust. By gathering accurate disclosures, companies demonstrate accountability and reduce risks.
Beyond formality, they reveal conflicts of interest, legal issues, and financial ties that may affect decisions. A well-structured questionnaire ensures complete, consistent responses, simplifying audits and legal filings.
With the right D&O questionnaire sample, companies streamline the process and ensure their governance, risk, and compliance framework stays strong.
Why D&O questionnaires matter
Public and private companies are required to collect D&O disclosures. Public companies must submit this information for their proxy statements, while private firms use it to meet investor expectations and manage internal risks.
If disclosures are missing or inconsistent, the consequences can be serious. Legal filings may be delayed, audits become more complicated, and regulators or shareholders may lose confidence in the board. Using a structured template minimizes these risks by ensuring every director and officer provides the same type of information.
What the whitepaper provides
This director and officer questionnaire sample includes the following:
- An explanation of a D&O questionnaire
- A list of key sections of an effective D&O questionnaire
- D&O questionnaire template
- Best practices for using a D&O questionnaire template
- An explanation of how board management software simplifies D&O questionnaire management
It can also be adapted to include optional sections for environmental, social, and governance (ESG) or diversity, equity, and inclusion (DEI) disclosures, role-specific responsibilities, and digital signature fields.
Who benefits from this D&O questionnaire template
We designed this sample D&O questionnaire for boards of directors, corporate secretaries, and compliance officers who need a reliable framework for collecting disclosures.
It suits public and private companies, as well as nonprofits that want to strengthen governance practices.
Download the D&O questionnaire template
Access this D&O questionnaire example to save time while ensuring regulatory compliance.
Equip your organization with a tool that promotes transparency, accountability, and efficiency.